ANIMAL SPIRITS™: Fiscal Trumpenomics II: Value Stocks Boosted By Rising Yields & EM Gets a Timeout!
Fiscal "Trumpenomics" is an inflationary shock which elevates inflation expectations, treasury yields and the slope of the yield curve. The risk...
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Longs & Shorts from Sohn Sydney Conference
With all the political excitement last week, the first Sohn Sydney conference on 11th November does not appear to have received much airtime within...
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Silk Roads Part I: Background
Most investors probably agree that it would be foolhardy to ignore China's strategic policy-driven investment, behind which sits a wealth of...
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Chinese Policy Banks Not the Real Threat
The latest threat assessment from China watchers has, at least partially, focussed upon the Policy Banks. China Development Bank, China Ex-Im Bank...
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Trump, OPEC and Uncertain Games
Most investors are in a state of complete confusion at the moment following the surprise election of President-elect Trump. Even many that thought...
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