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 yield approaching 3% again, the attitu... Read More»

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 February that term limits will... Read More»

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 wars in recent weeks. But the biggest risk to t... Read More»

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 country, namely Vietnam. This is a boom... Read More»

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 narratives re... Read More»

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 not an egghead obsesse... Read More»

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, we viewed valuations as stretched and s... Read More»

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 one of greatest investment con acts ... Read More»

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 its prospects? This columnist had unt... Read More»

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