Investing
Is More Pain to Come for Indian Stocks From Trump’s 50% Export Tariffs?
27 August was the Ganesh Chaturthi holiday in India. But it was not a happy day in the country in…
Is Trump’s Focus on Low Yields and Low Volatility Good for Your Wallet?
There is no doubt that the Trump administration remains focused on getting the cost of debt servicing down. The strategy…
The Real Sticking Point in China-US Negotiations
The path is set for another Fed rate cut at this week’s meeting on Wednesday following the latest inflation data…
What if Chinese AI Stocks are the Better Value
The view here has been that the US made an all time peak as a percentage of world stock market…
Understanding China’s “Anti-Involution” Campaign
China remains the best example of a country which has not succumbed to the pressure tactics so effectively deployed against…
The Recession That Never Was
The base case remains for a 25bp rate cut by the Federal Reserve in September (i.e. this Wednesday) even though…
An Exploration of Trump’s View on Crypto, Short Term Treasuries and Yield Curve Control
“Trump and hubris” is a phrase that has come to mind of late. It in part refers to the American…
An Emboldening Trump is a Risk to Future Stock Gains
The US stock market continues to celebrate the AI capex trade while ignoring the tariff noise based on the TACO…
The Stock Market is Eating The Economy
The US stock market remains extremely resilient in the face of the rise in tariffs. Indeed, the S&P 500 is…
America’s Deteriorating Finances and Why You Shouldn’t Own the Dollar
One topic highlighted in this column of late has been the dramatic deterioration in America’s net international investment position which…