Sunday, June 25, 2017

The Fed and the Treasury: Who is boss?

We all know that the Fed is in the business of controlling its mini-rates, the Fed Funds. But with the unwinding of QE, it just could be that the T... Read More >>

Tuesday, January 24, 2017

1Q17: What to buy and sell

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 >>

Tuesday, January 12, 2016

Hong Kong: Circuit breakers in June

We all know what havoc China's recent circuit breakers wreaked.  Expect the same for  Hong Kong this June. Investment implication. ... Read More >>

Monday, January 27, 2014

Trash Crash: yes. Chinese banking earthquake: no!

I need not tell you what is happening in the markets. My guess is that just about any news is bad news, except for that ICBC morning ray of light. ... Read More >>

Sunday, January 19, 2014

Trash Crash (III): Is there really "shadow banking" as opposed to "regulated" banking?

Readers know that many are worried about a "trash crash" which could have one of a variety of triggers. But just which trip wire in the murky world... Read More >>

Monday, January 06, 2014

2014: Of financial drones, the trash crash and investment opportunities

Apologies for dithering so long, but I had to find out how to post blogs on our new webmaster's page. In a nutshell, 2014 will be characterised by ... Read More >>