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Why India Will Be The Best Emerging Market Over the Next 10 Years

With everybody focused on the US presidential election, this is a good time to look again at India which this…

Evaluating World Geopolitics and a Trump Victory

On the US presidential election, the ElectionBettingOdds.com website now shows 61.4% odds of a Trump presidency compared with 38.1% for…

Is Labor Hoarding Masking Job Market Weakness?

US employment data remains key to stress-test the extent of Fed easing expectations currently priced into markets. This is all…

The Underestimated Risk of Deflation in America

If Federal Reserve Chairman Jerome Powell signaled the commencement of monetary easing in his 23 August speech at Jackson Hole,…

Handicapping The Chances of a Strategic Bitcoin Reserve

Donald Trump made a speech at the annual Bitcoin conference held in Nashville in late July becoming the first presidential…

The Asset Class That Could Stoke the Flames of a Stock Market Selloff

It is a reality of financial markets that market declines are made worse by forced sellers.   The CBOE Volatility…

Is More Carry Trade Volatility In Store for Markets?

Financial markets found out about the potential for a yen carry trade unwind last month as reflected in the roller…

The Growing Risk of The Treasury’s Addiction to Short Term Debt

There was an interesting study published recently that US Treasury Secretary Janet Yellen felt obligated to respond to in public…

Gold and Bitcoin Tactical Update

This writer still believes in Bitcoin. Still it is worth noting that the recent extended period of healthy consolidation has…

India or America – Where Should Your Money Go Next?

“Donald Trumps Death” was the cleverly written headline in the Times of India on 15 July (see The Times of…