2017 Asset Allocation Outlook: Part 1 – Emerging Markets and Commodities
Overweighting EM versus DM and global resources/deep cyclicals looked like a compelling contrarian bet coming into Q1 as consensus bearishness...
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The Trump Presidency: A Look from the Inside Out on Possible Impacts in Asian Economies
The author was a senior executive in Trump’s casino organization for 3 years: a view from the inside Trump’s public statements and private...
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Nine STI Stocks See Volume Surge in Early Week
§ As many as 9 STI Stocks have traded more than double their three month daily average volume in trading sessions for the early week of 21...
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Money Matters: The Road to Italeave and a Dollar Break-Out?
The trade weighted dollar Index is within a whisker of breaking out of its two year long consolidation phase. There are two fairly imminent...
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ANIMAL SPIRITS™: Fiscal Trumpenomics II: Value Stocks Boosted By Rising Yields & EM Gets a Timeout!
Fiscal "Trumpenomics" is an inflationary shock which elevates inflation expectations, treasury yields and the slope of the yield curve. The risk...
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