All eyes on the Fed Part II – Between a rock, a hard place, another hard place and yet another hard place!
Yesterday’s trade on Wall Street demonstrated there is still a good deal of bullish sentiment out there. Going against this…
12 years ago
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Global Fund manager survey – The biggest contrarian play in the market today is assets linked to China
Investors are returning to Europe as they retreat from emerging market and Japanese equities, according to the BofA Merrill Lynch Fund Manager Survey for…
12 years ago
Guest Post from Investment Contrarians – Abenomics: The Biggest Ponzi Scheme in History?
Shinzo Abe All of you know how I feel about the Japanese stock market and the economy in general. Yes,…
12 years ago
Will Investors Play The Cooperative Game?
Following a 6 months period during which equity markets experienced seemingly one way movements - up and the US sovereign…
12 years ago
Coast Isn’t Clear for America, Economic Growth Slowing
Over the past few months, it appears that the first-quarter economic growth spurt has begun to decelerate in America. This…
12 years ago
Where is the value in the world?
How to read the table - Dark blue (very cheap) = current relative valuation < -1.5 standard deviations from historical…
12 years ago
All eyes on the Fed Part (I) – positioning ahead of the decision
The Federal Open Market Committee starts its two day June policy meeting tomorrow. Although it is unlikely that there will…
12 years ago
Look back to 1994 for a potential guide to the balance of this year in the markets…
In UBS’ view, 1994 is critical for guiding investing today. The key point about 1994 was not that US bond…
12 years ago
Stock market crashes of the 19th century
Stock-market crashes saw the light of day more and more as the world became industrialized. The 19th century saw a rapid…
12 years ago
FTSE SUMMER ROUT REDUX
Well, right on cue, the FTSE is playing out per the script of the last 3 years moribund summer months…
12 years ago