US: Economic Policy Goes on the Naughty List in 2025
US market will have increased turbulence in 2026 as the Federal Reserve continues to ease monetary policy & inflationary pressures intensify....
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BUY/SELL/HOLD: Hong Kong Market Update (December 17)
Hong Kong's market continues its consolidation in a Secular Bull Market. Technology and healthcare sectors have weakened, while utilities,...
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2026 HIGH CONVICTION IDEA: Long Gold / Short Bitcoin (UPDATE)
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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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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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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