Are you kidding yourself about diversification?
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For years, the RBA has argued that an economic recovery is “just around the
corner” with wages and inflation about to increase. So far the RBA has
been wr...
FOMC Minutes: The New Narrative Takes Shape
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Nothing the Fed did today, or has done up to today, has changed the curves.
Eurodollar futures and UST’s, they are both still inverted. The former
sharply ...
Energy Is Up To Bat
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One of the hurdles to being a great market analyst is understanding the
shifting sands of the stock market without an end point. In a baseball
game, moment...
Quick update on portfolio changes
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I will follow-up later with a longer post explaining my thinking behind my
portfolio changes. For now just getting on paper the changes effective as
of mar...
Special Guest Post: PG&E's Risk Management Fail
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There’s a saying that goes “mistakes are the tuition of learning”. The PG&E
case in California is rife with risk management lessons where we can learn
fr...
Australia’s Economy is a House of Cards
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By Matt Barrie & Craig Tindale. I recently watched the federal treasurer,
Scott Morrison, proudly proclaim that Australia was in “surprisingly good
shape”....
FINTS EVENING HIGHLIGHTS (15 Jun 2016)
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China’s total debts amounted to 168.5 trillion yuan ($25.6 trillion) at the
end of 2015, equivalent to 249 percent of gross domestic product, Li Yang
an in...
Responses to readers’ questions, and new forecasts
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[image: Vietnam account set-up]1. The question is: “I got a good run up in
ISJP and was stopped out yesterday-in at 14.23 in august 2012 and out
yesterday ...
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