Can OPEC Cut Production
In May we noted that Saudi was likely to pursue a production maximisation policy for 6 months, with a freeze or cuts likely as we head into...
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ANIMAL SPIRITS™ REPORT: Greater China View - China "Goldilocks", HK "Revival" & Taiwan "Bond-Proxy"
Investment ConclusionsMacro, Index and Sector Views Our macro baseline scenario is positive on emerging markets (EM) in Q4, 2016. We see...
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LDK Solar--Test Case for Chinese Bankruptcy Law?
One of the little noticed outcomes from the meeting between President Obama and President Xi Jinping was that the two countries commit to, starting...
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US Stock Market Seasonality: Shemitah Redux, The Afterparty
Almost exactly a year ago I wrote a piece on stock market seasonality titled Stock Market Seasonality - Januaries, SuperBowls, Third Years,...
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PM Views & Responses on Portfolio Construction
I received a number of great responses following up on my 4 August personal take on building a long-term portfolio . Two detailed pieces coming...
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