Market Dislikes the Long-Term
We live in an era of divergences, and the collapse of the bond market is behind it. Perhaps not just
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Equity Momentum Wanes
With bonds in crisis mode, this is a good time to revisit market momentum and look at the state of
Be Wary of Undervalued Investment Trusts
I want to remind you what we are waiting for, especially in the Soda Portfolio. There are dozens of investment
Southern Asian Growth Outshines
Trade in Whisky; Bond yields have been pushed higher again, but there was a relief yesterday when a Fed official
Knowns and Unknowns
Trade in Soda; It’s been another few red days for markets, which has spread beyond bonds. I want to
Monetary Versus Fiscal
Trade in Whisky; The price of US treasuries is falling again and rapidly. I show the short-dated to long-dated bonds