US vs China – Is it ‘Art of the Deal’ or Economic Warfare?

If monetary tightening remains the main risk for global stock markets, the threat of a trade war continues to dominate the headlines. The Donald's De... Read More»

Trade War! Making Sense of Trump’s Good Cop / Bad Cop Theatre

Ongoing US monetary tightening is not the only risk facing Wall Street-corrected world stock markets. The past few weeks have seen renewed negative focus on... Read More»

The Great China Deleverage: Economy Ain’t Broke and Stocks OK

There remains a lot of noise about incipient trade wars and the like between the US and China. But, interestingly, the MSCI China Index, which mainly compri... Read More»

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 on the artificial snow of Pyeongc... 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»

Roving Bitcoin Miners Escape China in Search of a Better Home

One of the world’s largest utilities, Hydro Quebec, is suddenly struggling to meet demand as an influx of new Chinese bitcoin miners have relocated to the Frenc... Read More»

The Establishment Strikes Back: Cryptocurrency Prohibition

BITCOIN - The Currency for Drug Dealers, Terrorists, and/or Pedophiles Kenneth Rogoff (economics professor at Harvard) recently opined in a Guardian op-ed that... Read More»