Some Markets Have Priced in Easing Global Risks and Some Not Yet - How to Profit
Starting in early 2016 a number of key risks to the global economy began to improve, easing downside risks to the global economy.While Emerging...
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Implications of HK Marriage Trends
Marriage is declining in popularity in Hong Kong, particularly among educated women. Hong Kong already has one of the lowest fertility rates in the...
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Post Brexit Data Surprises to the Upside - Implications for Global Investors
With hard data coming out recently it has become clear that expectations regarding the near term outlook for the UK were overly pessimistic. Retail...
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Third Chinese General Under Investigation
More arrests and suicides among very senior military officers in China are less to do with corruption and graft than a continuing power struggle...
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Fastest Horses into September Stall
US equities remain bullish on dips with DJI and financials (leaning into a rate hike) the laggard bets. Market breadth is weak with A/D line...
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