The Armageddonists and the price of fame.
A brief note on the latest price action in equity markets, how business cycles end, and how markets are being left to fend for themselves without central bank intervention for the first time in 20 years.
For the first time in 20 years, markets will have to survive without support from central banks.
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
EM currencies have struggled when the PMI has been falling, and thus its equity returns have underperformed versus the U.S. and other developed markets.
In today’s investment environment rates are lower, this inflates the value of future cash flows and pushes equity market multiples higher.
Major equity indices have fallen this week. Find out if the selloff is a heads up or a head fake on the outlook for global markets.
EM should continue to provide a substantial economic growth alpha relative to developed markets due to better demographics and a productivity catch-up.
An update from the front lines of the Trade War, with a focus on implications for investors.