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...
192 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...
223 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...
238 Views
Chinese Style QE
A lot of chatter has built around the ability of the PBoC to use a QE style intervention to take the bad loans out of the Chinese banking system....
201 Views
East and South China Sea Disputes Simmer
Incremental steps to push the envelope by disputing parties raise the risk of unintended clashes Japan has relocated refuelling of its surveillance...
222 Views