Portfolio Watch: The Real World Is Reflating Again
Welcome to this week’s rundown of our portfolio, its performance, and our most clear-cut conviction for the period ahead. The cocktail of better...
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China Blues, Bitcoin Booms!
China's economic woes are far from over, and Local Government Financing Vehicles are struggling. On the bright side, my Bitcoin price projection is...
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The Weekly Market Monitor – Global Monetary Policy Easing Has Begun!
Start your week in financial markets with last week's biggest charts and stories! Start ahead and read the Weekly Market Monitor!
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Portfolio Watch: Data green-lighting continued rally – cautious metals however
Our early conviction in pro-cyclical trends keeps getting confirmed. Initially, our nowcast indicator for China signaled a positive outlook
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Portfolio Watch: Markets sniffing out the Chinese resurgence case
Macro Portfolio: Markets sniffing out the Chinese resurgence caseOur conviction in pro-cyclical trends have been confirmed in markets this week,...
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