Money Matters: Is the Fed Behind the Curve?
While earnings integers on a number of equity market indices have been falling for a while, equities have held up extremely well globally and...
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Money Matters: Could Tequila Mixed with Moutai Be Explosive.
Turkey is not the only emerging market in the early stages of what could be a classic emerging market financial crisis (see:Â Money Matters: Turkey...
350 Views
Trump Not Likely to Halt Decline of US. But Ray Dalio Makes Good Case in Bringing Back Ayn Rand
I was working on a bigger piece on HK vs Singapore which I will put out later, and reviewing political classifications of economies, when I saw a...
353 Views
2017 Asset Allocation Outlook: Part 1 – Emerging Markets and Commodities
Overweighting EM versus DM and global resources/deep cyclicals looked like a compelling contrarian bet coming into Q1 as consensus bearishness...
260 Views
Reflation Trade Overshooting, as Eurozone Political Tail Risk Revives - 17th Nov 2016
Gold miners have crashed about a third since the August 25th note warning they were vulnerable to real yields (with which gold inversely...
378 Views