Asian Hedge Fund Manager, Long Short Equity, Macro

David Mudd

Asian Hedge Fund manager based in HK/SG with over 20 years of experience managing Asian Long/Short Equity funds. Macroeconomic top-down analysis generates thematic investments that are further researched from the bottom-up. Research is supplemented with advanced technical analysis. 
Previous experience includes M&A with Morgan Stanley and CPA with Deloitte in NYC. Wharton MBA.

US Bear Market: BETWEEN DENIAL AND ANGER THERE IS "HOPE"

The US Dollar and the Only Chart that Matters!

The Art of the Trade War: FIRST ROUND GOES TO THE MARKETS!

Macroeconomics

<ul>
<li>The US has begun to retreat from the trade war it began this year.  Trump and Bessent have both softened their statements toward China and indicated a lowering of tariffs.</li>
<li>Container ship bookings dropped off a cliff after Trump's Liberation Day tariff announcement.  </li>
<li>Trade negotiations are expected to take months or years, and will not change the bear market in the USD, equities, and treasuries as foreigners pull money from US asset markets.</li>
</ul>


The US has begun to retreat from the trade war it began this year.  Trump and Bessent have both softened their statements toward China and indicated a lowering of tariffs.
Container ship bookings dropped off a cliff after Trump's Liberation Day tariff announcement.   
Trade negotiations are expected to take months or years, and will not change the bear market in the USD, equities, and treasuries as foreigners pull money from US asset markets.


무역전쟁의 기술: 미국의 공황과 후퇴!