Posts by month
July 2019
27 posts
The FED’s Loose-Lose Proposition
Non content to have destroyed a globalised world order patiently built over 50 years through his Trade wars and his corporate bullying tactics, Donald Trump has also questioned the independence…
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Stormy Weather for the FAANGS
We have been precursors in calling the END OF TECH since March 2018 and one of the rationale for our negative call on the leaders of the entire 2009-2019 US…
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Start Accumulating EUROS
As our regular readers know, we have been bullish US dollars for several years now, starting in 2014, on the back of positive economic growth differential, positive nominal rates differentials…
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