The recent collapse of the Argentine Peso and other emerging currencies is more than a warning sign. Continue reading Behold The Sudden Stop. Risk of Emerging Markets Collapse
Category Archives: On the cover
Earnings Season. First Quarter 2018 Shows Europe Weaker
In this short video we explain what has happened with earnings in the first quarter. Continue reading Earnings Season. First Quarter 2018 Shows Europe Weaker
The Challenge In Commodity Investment
When commodities are rising due to a weak dollar, and the long-term curve is not moving, it is not a good idea to express that move by investing in equities, at least not for the long-term. Continue reading The Challenge In Commodity Investment
Petroyuan’s Lacklustre Birth Explained
Every time I read that the yuan is going to dethrone the dollar and that China is going to monopolize the oil market in its local currency, I remember those films and reports of the late 1980s predicting the imminent Japanese supremacy and how it would absorb the West. Continue reading Petroyuan’s Lacklustre Birth Explained