Inflation - Really?
We're awash in concerns over inflation - the Economist last week, and multiple speakers at the 2nd Independent Research Conference where...
174 Views
Dah Sing - Ka Ching Ka Ching Ka Ching
For those of you following the Dah Sing Financial Holdings (440 HK) situation, this is an update of the ongoing trade idea with updates for...
317 Views
Portfolio Return Opportunity from Strategic Currency Allocations?
Strategic Portfolio returns available from strategic currency allocations. We review ClearMacro's expected returns methodology and the...
210 Views
New BIS Proposal on Operational Risk, Comparing China to Australia
There is a new proposal from BIS that is seeking to change the way banks calculate their operational risk. The concern they have is the current...
217 Views
Keynesian Brain Twister: What Happens When We Get Inflation & Negative Rates?
Short answer: We get more Larry Summers editorials.Long answer…Larry Summers, a key accidental architect of Wall Street’s GFC of 2008-09 and...
245 Views