Asian Hedge Fund Manager, Long Short Equity, Macro

David Mudd

Asian Hedge Fund manager based in HK/SG with over 20 years of experience managing Asian Long/Short Equity funds. Macroeconomic top-down analysis generates thematic investments that are further researched from the bottom-up. Research is supplemented with advanced technical analysis. 
Previous experience includes M&A with Morgan Stanley and CPA with Deloitte in NYC. Wharton MBA.

Trump's Iran D-Day: Why "Operation Economic Outcast Is D.O.A."

US SURRENDERS TO IRAN IN DESPERATION TO END WAR: (June 19)

Charting Course: US CONSUMER UNDER STRAIN, HACO TRADE EMERGES, and AI TRADE BEYOND CHIPS (May 31)

US EQUITY OVERSUPPLY: When the Public Buyers Become the Greater Fools

Cross Asset Strategy

Iran & United states / Cross Asset Strategy

<ul>
<li>Iran and Oman are completing an agreement on how they will administer the Strait of Hormuz.  The US negotiating team has not been part of the discussions.</li>
<li>President Trump is in a weak negotiating position with high inflation and energy prices, declining poll numbers, reduced stockpiles of critical weapons, and elections in 90 days.</li>
<li>The US will need to accept Iran's terms for administration of the SOH as the cost of delay now exceeds the cost of compromise.</li>
</ul>


Iran and Oman are completing an agreement on how they will administer the Strait of Hormuz.  The US negotiating team has not been part of the discussions.
President Trump is in a weak negotiating position with high inflation and energy prices, declining poll numbers, reduced stockpiles of critical weapons, and elections in 90 days.
The US will need to accept Iran's terms for administration of the SOH as the cost of delay now exceeds the cost of compromise.


Iran Gives the US Another Chance at Peace