Investing
Peaceful Kim Jong-un a Potential Catalyst for Cheap Korean Stock Market
There have been remarkable developments on the Korean peninsula of late. The flurry of events began at the Winter Olympics…
More Hawk than Dove? Will Powell’s Fed Remove Monetary Punch Bowl
With money markets now discounting three Fed rate hikes this year, and maybe even four, and the 10-year Treasury bond…
More Xi: China’s Pathway Towards Economic Stability
There were significant developments out of China last quarter. The most important was the announcement by state media in late…
US Market Vexed: Trade War + Monetary Tightening
Monetary Tightening Remains the Single Biggest Risk to the US Market There has been a lot of talk about trade…
VIETNAM: Frontier Market Driven by Foreign Investment and Growth
Macro Battleship has lauded the merits of investing in emerging markets. This week the focus will be on one specific…
Tech Fanboys Dismayed and Betrayed
Mainstream media has always fawned over its Silicon Valley superheroes — they were mission driven, uber-liberal, pansexual, and ethical. Their…
Gold, Bond and FX Markets Not Buying Forecast Fed Interest Rate Hikes
The new Federal Reserve chairman’s first FOMC meeting this week, and subsequent press conference, has confirmed that Jerome Powell is…
Wall Street Dumps Facebook Stock – Regulators Circle the Data Wagon
The Grizzle Reel and Macro Battleship have been markedly negative on the social media trade for the last two months,…
Elizabeth Holmes – Fake It Till You Make It Startup Americana
The story of Elizabeth Holmes and Theranos, her bashful startup that dared to 'change the world', will certainly go down as…
Oil – Reassessing the ‘Price Capped’ Narrative
Russia Shows Willingness for Continued Cooperation with OPEC The oil price has remained in an uptrend of late. What are…