With the tenth anniversary of the Lehman bankruptcy just passed, one theme of this writer’s message to investors of late has been that politics has now beco... Read More»
A land grab is now emerging in the area of cannabis investing as legalization momentum gathers pace, resulting in the opportunity for corporates to invest i... Read More»
Given Donald Trump’s recent criticism of Federal Reserve policy of late, Fed chairman Jerome Powell made a politically astute speech at Jackson Hole in late... Read More»
With the focus on Turkey and the potential related fallout in other emerging markets in recent weeks, it is easy to forget about the Eurozone. Yet the current I... Read More»
The US dollar index has recently broken above the 95 'resistance level'. The index rose to 96.98 on August 15 in a dollar rally triggered by the recent coll... Read More»
The immediate focus of markets of late has been the resurgent US dollar (see following chart) amid the collapse of the Turkish currency, down 23% against th... Read More»
The base case here remains that the 2Q18 US GDP will mark the peak of growth in this cycle on the 'sugar rush' of Donald Trump’s tax reform.
Still, the l... Read More»
The other day this writer was thinking that it had become time for Donald Trump to comment on Federal Reserve policy when the news reports appeared on the remar... Read More»
“Oil forecast to hit peak demand by 2036”. Such was the headline in a newspaper article recently (see Financial Times article: “Oil forecast to hit peak demand ... Read More»
Chris is internationally renowned for his weekly institutional research newsletter GREED & fear. He has correctly identified all major global financial bubbles over the last 3 decades (US sub-prime crisis, Nasdaq technology bubble, Asian financial crisis, and the Japanese financial meltdown). He’s also the author of three highly acclaimed books: Boom and Bust, The Bubble Economy, and The End of Japan Inc. Since May 2019, Chris has been Global Head of Equity Strategy at Jefferies.
