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Change can be painful
Almost half of Americans will wake up disappointed and many angry with their new President. Politically, the time for economic
"Reading [data releases] without reflecting is like eating without digesting"
The market rallied on the latest monthly US job data released on Friday. This note aims to put into context
Second-third-fourth order effects.
Listening or reading anything the legendary Dr Lacy Hunt says and writes reminds me of opening an encyclopaedia of economic
Volatility pre-empts risk, risk pre-empts opportunity.
(Northern) summer trading can be volatile with lower volume but when investors saw the ISM numbers last week, the Japanese
Where to Now, Part-2
Many aspects of markets and the economy have, in my view, all the characteristics of a slow moving train... wreck.