Consensus Rethinks Japan, as Serial Extrapolation Proves Costly
We saw consensus ‘groupthink’ reach new levels in 2016, exacerbated by surging AUM managed in trend following style. Extrapolation remains the...
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Andrew on Tech: IOT Everywhere
The proliferation of IoT: With over 25% 5-year CAGR for IoT devices shipment and wafer foundry market but a very fragmented vendors list, we...
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Wells Fargo - "Project Trust"
Exhibit 0: Tweet on Most Loved & Most Hated U.S. Blue Chip StocksAs illustrated in our November 18 tweet[1] reproduced above, our crowd-sourced...
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Reflation Trade Overshooting, as Eurozone Political Tail Risk Revives - 17th Nov 2016
Gold miners have crashed about a third since the August 25th note warning they were vulnerable to real yields (with which gold inversely...
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Trump, OPEC and Uncertain Games
Most investors are in a state of complete confusion at the moment following the surprise election of President-elect Trump. Even many that thought...
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