Asia Trim Call and Where We Are Adding Back
To view click on this link: https://www.screencast.com/t/c8O6ImmSJp5 10:17 min.Looking forward sectors in Asia that are sensitive to a stronger...
174 Views
Afghan Policy Speech Marks a Win for the Deep State, as Trump Turns Presidential
-Trump made a unifying, "presidential" speech outlining continuity in Afghanistan policy, albeit with some additional deployment of troops, and...
136 Views
Asia Winners and Weaker Links
EEM 42 rally objectiveStrategic view: Bullish to 42 and 45.Tactical posture: Bullish from 38.80 buy in with risk to 38.50. Would be wrong below...
171 Views
Gearing up for Q2 Rally and Asia Macro
US internals played a key role in a secondary pullback into our late March expected cycle trough. Transports break below 9,000 is a weak sector...
153 Views
Bitcoin - The View From Lagos
In my research and investing I stress three things: people, structure, and value. I look for companies that are controlled and managed by quality...
1.4k Views