Overview #68 – The Dog that Didn’t Bark
A review of recent events/data impacting our investment themes and outlook. We look at what the recent rise in US government yields didn't affect,...
142 Views
Overview #67 - Thin Air
A review of recent events/data impacting our investment themes and outlook. We look at the recent market action in the US as well as clues as to...
154 Views
Overview #63 – Feeding the Ducks
A review of recent events/data impacting our investment themes and outlook. We look at the rise in Comex copper premiums, a closer look at the...
152 Views
The Week Ahead – The End of the Beginning, or the Beginning of the End?
Global economic activity remains weak with rising inflation, geopolitical focus shifts to US-China summit and local elections, Japanese yen slide...
102 Views
Overview #58 - Central Bankers Are Revolting*
A review of recent events/data impacting our investment themes and outlook. We look at the Central Bank meetings and further implications of the...
226 Views