Is Brazil set to recover?
Just a few years ago Brazil, Russia, India, China, and South Africa, the so-called BRICS were a top performing block…
9 years ago
Filipe R Costa
The Swedish residential property time bomb
As seen in this month's Master Investor Magazine. Property prices have been on the uptack during recent years and have…
9 years ago
Why the FED may struggle to implement its policy rate
With the FED hiking its key benchmark rate one should expect interest rates to start rising across the yield curve.…
9 years ago
The FED’s new cycle is already rotten
So, they finally did it! The FED has just announced the first rate hike in almost a decade. Investors have…
9 years ago
The Saudis want everyone to go bust
It would seem that the Saudis want everyone to go bust in their attempt to tear down the shale oil…
9 years ago
Mercifully, the ECB under-delivered
Yesterday, the ECB extended its QE programme until March 2017, cut its deposit rate to -0.30pc and extended its asset…
9 years ago
What the theory says about the January Effect
We are now approaching the Christmas season during which people prepare to take a small holiday and to make a…
9 years ago
Emerging markets are the victims of central banks
After more than a decade of easy money, the emerging world is nearing a downturn (if not a collapse), as…
9 years ago
Switzerland is a testing ground for negative interest rates
The epic experiment with negative rates continues to unfold, as central banks are unable to boost consumer inflation with the…
9 years ago
Stocks Vs Bonds – Which Asset Class is Riskier?
The debate about risk lies too much around CAPM, standard deviation, beta and a few other concepts that are rarely…
9 years ago