What to go long of and what to short this quarter
Top 3 investment tips/themes (e.g. sell the yen, avoid oil)
- ... Read More >>
Fed funds will rise 13th-14 December. Why to buy bonds on price weakness. US corporate earnings set to improve.
1. G-3 INTEREST RATES... Read More >>
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 >>
Why you must go with the flow - and where. These are my notes for a Bloomberg TV show this Monday, 25th May 2015, 11:00 - 11:50 AM, Hong Kong time:... Read More >>
So what crisis looms? A 1937-style convulsion or one predicated on avaricious currency mismatching?
Good change to Economic Time®. S... Read More >>
Good reasons to buy. Just yesterday we suggested that the UIS market remains attractive: people will want to load-up on the dollar, thereby in... Read More >>
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The information, including but not limited to, text, graphics, images and other material contained on this blog are for informational purposes only... Read More
With more than 30 years' experience in global i... Read More >>