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David Mudd

David Mudd
Asian Hedge Fund Manager, Long Short Equity, Macro

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Equities Cross Asset Strategy Thematic (Sector/Industry)
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16 Dec 2025 14:08

2026 HIGH CONVICTION IDEA: Long Gold / Short Bitcoin

Whatever economic scenario unfolds in 2026, a long Gold/short Bitcoin investment should outperform. The position is up more than 50% since October.

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15 Dec 2025 09:23

HONG KONG ALPHA PORTFOLIO: (November 2025)

We made small changes to the HK Alpha portfolio mid-month. At the close on 12/12 we sold all of First Pacific (142 HK) and added 2% to our...

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12 Dec 2025 20:14

Gold: DON'T MELT YOUR JEWELRY YET!

Gold is reacting to the Fed's decision to ease monetary policy substantially with a renewed QE program. The sizeable $40B monthly purchases...

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bearishMacroeconomics
12 Dec 2025 09:43

US: Inflation Is Dead, Long Live Inflation!

Without warning, the Fed announced it is restarting a substantial QE program under the pseudonym "Liquidity Management".  Starting immediately, it...

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bearishMacroeconomics
09 Dec 2025 11:37

The Art of the Trade War: IT'S FARMAGEDDON IN THE U.S. !!

President Trump signaled he could impose new fresh tariffs on agricultural products including Canadian fertilizer and Indian rice. He indicated...

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