Serious investment thinking that doesn’t take itself too seriously.
I find it laughable when investment bankers come to my office and try to assure me that warehouse and logistics space in Dubai is a “defensive” investment. Mathematical reality...
Emerging market equities have outperformed the S&P 500 index and the flagship asset class index fund (symbol EEM) is up 12.5% in 2017. The US dollar and the ten-year US...
Chinese equities have risen steadily higher in 2017 in a stealth bull markets, despite $700 billion in capital flight last year, a fall in the renminbi to 6.90, periodic...
I doubt if West Texas crude oil rebounds beyond $52 in the short term without clear evidence that Saudi Arabia and its GCC allies can persuade Russia, Iraq, Algeria and Iran to...