Monday, January 04, 2016

USA/Global: why rising rates smell

There are four identifiable risks to rising US rates - but not necessarily the ones that you probably are thinking of. How to make money off these... Read More >>

Tuesday, August 05, 2014

Asset Allocation: Third Quarter 2014

Here are some notes prepared for my TV show on Bloomberg and a radio show on Hong Kong's RTHK Investment strategy. Sectors you like/don't like... Read More >>