China: A Major Policy Error Is Now the Main Risk to China and the World
As asset and currency markets continue to be battered, fear is in the air and there are all kinds of alarmist speculations about what could happen...
360 Views
China: Economy Weak, Anti-Corruption Drive Unabated
Chinese economy continues tepid streak Industrial profits fell 7% y/y in Dec 15, sliding further from a 1.4% y/y decline in Nov 15, mainly due to...
100 Views
Risk on Traction
We kicked off 2016 adding to shorts on January 4th and started covering and putting on risk January 14 and in a bigger way on the 18th. We are now...
188 Views
Measuring Rally Caps
Counter trend rally call in the global cycle is now coming through after some heart wrenching support tests Thursday. We are targeting S&P...
213 Views
HK Dollar Peg Under Pressure
The fixed exchange rate in Hong Kong has served the autonomous territory well for more than thirty years. It has survived the reunification of Hong...
236 Views