Top Risk on Bets
DM short risk off trade is winding down with risk of a re test this week (EM’s outperformed marginally). We see the decline exhausting this week...
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Egypt on the brink
In the wake of what looks to be the second most deadly terror attack since 9/11 (the first being the horror that was Beslan), we look at the local...
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A Kurdish conundrum & Egypt faces the ghosts of Algeria
Below are some thoughts on the current situation in Turkey re: the Kurdish flare up, the likely outcome of which will be an AKP majority...
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Who's Afraid of Deflation?
Concerns about deflation - the phenomenon of falling prices of goods and services - in the wake of the financial crisis, have provided the...
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Islam, Terror, Politics and Oil - Part 2
Align yourself with the Qatar government, $200bn in GDP, $200bn in assets for 200,000 civilians who own 96% of the stock market. Qatar Investment...
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