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 >>

Wednesday, December 23, 2015

RTHK Radio: Europe and seven investment themes

Why you should short the Euro. Seven investment themes, some odd ones, for 2016. 1. The Euro and the European Union For the EU headline the Finla... Read More >>

Thursday, June 18, 2015

El Nino strikes: which sectors?

This El Nino will be on par with 1997's muscular one. What sectors to go short and long of. Weather According to the Financial Times (FT) o... Read More >>