Case-Shiller Property Indices Hugely Misleading...and Different from Stocks (LT Invst Windows Tight)
This topic has nagged me for some time. Two months ago when the Case-Shiller Home Price Index “made a new high” and after new highs again this...
934 Views
Tech Rebounds as USD Reverses, Macau Recovery Continues...
The consensus expected a rampant USD this year, but this wasn’t consistent with the Trump trade agenda – the dollar has had its worst January in...
180 Views
Trump and China; the Calm Before the Storm?
The new US administration is heading towards a stand-off with China over trade by eschewing the incremental approach of Obama’s administration in...
199 Views
Battle Lines in Payments: An Evaluation of the War for Wallets
We think economic moats remain the strongest at the center of the payment ecosystem, where Visa Inc (V US) and Mastercard Inc (MA US) maintain...
217 Views
Money Matters: Is the Fed Behind the Curve?
While earnings integers on a number of equity market indices have been falling for a while, equities have held up extremely well globally and...
194 Views