The Trump Rally Portfolio Reorganization
People used to say Texas would be the most likely state to secede from the Union. Even recently. Now they will write about California seceding. And...
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While Trump Victory May Increase Volatility, There Are Some Long-Term Positives for Financials
Donald Trump's unexpected presidential victory in the U.S. has certainly surprised the global financial markets, and we expect a fair amount of...
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Global Equity Earnings Revisions Rebound, Can Macau Casino Revenues?
I’ve been highlighting since mid-year a likely normalization of bond yields (and equity proxy multiples) from extreme valuation levels which were...
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Brexit: Judgement Versus Obedience
Yesterday's high court ruling stating that parliament must have a say before any triggering of Article 50 to start the process for Britain to leave...
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Risk: Dealing With Known-Unknowns
As any parent will confirm, teenagers know one thing. Unfortunately, it is “every”-thing. The rest of the population, by contrast, recognizes and...
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