Investing
How High Can Commodities Take Inflation?
If the Delta variant undoubtedly caused a setback for the cyclical trade last quarter, resulting in renewed outperformance by Big…
Can Government Bond Market Signals Still be Trusted?
As the daily noise in the financial markets continues to focus on every word uttered by a central banker, this…
Government’s are Coming for Big Tech, Should you be Worried?
Reports out of the mainland of late have seen a lot of discussion on President Xi Jinping’s new slogan of…
$4.5 Trillion of Stimulus is What Matters, Not the Fed Taper
In the “big picture” this writer continues to believe that central banks are becoming less important in the G7 world…
China Thinks the US Will Blink First in the Trade War
The Chinese renminbi remains in an upward trend against the US dollar, even though the pace of appreciation has slowed…
Dutch Bros Coffee is Starbucks for the Next Generation
Dutch Bros, the popular west cost drive through coffee chain is going public. The IPO is set for Wednesday September…
The End of the Stock Market Rebound is Only One COVID Mutation Away
The bias towards the pro-cyclical view here has in part been based on the assumption of vaccine efficacy and the…
The US Listed Chinese ADR is Dead, Invest in the Mainland Instead
Staying on the subject of last week’s article on China, a risk of late is that the direction of travel…
To Survive China’s Market Crackdown: Pick Your Sectors Wisely
There has been an almost perfect storm in recent weeks in terms of Chinese regulatory initiatives against private sector companies…
Rising Rents Feed Inflation, While Lower Bond Yields Trip Up Cyclicals
The June US CPI data came in well above consensus while the July data, released last week, still shows CPI…