“I’m still too cool to wear a helmet” Alim Abdulla fired off a nice piece yesterday on the state of US Equities. It’s a worthwhile read and I think this sentence sums it up nicely: If you are net long US equities and adding on dips, you are consensus, and the probability of you ending… Continue Reading

Chicks dig the bulls-eye Early reports indicate that Japan’s annualized 2013 Q4 GDP growth likely reached 2.6%, which would make it the fifth straight quarter seeing an increase in annualized GDP. This bit of good news is naturally attached to the government’s spiked punch bowl fiscal, monetary and structural reforms dubbed Abenomics. After Prime Minister… Continue Reading

Which way is the beach? If you’re having flashbacks of Elton John singing “Candle in the Wind” or Leo helping Kate fly, don’t be alarmed. It’s not actually 1997. It sure does feel like it though. Concern over China’s inevitable potential crash and Fed tapering have sent emerging markets spinning. In response, Turkey (+5.5%), South… Continue Reading

Today, one can’t turn on CNBC or Bloomberg without being slapped in the face with the latest episode of Japan’s Abenomics or China’s Great Leap to a Consumption Economy. No doubt, how these two Asian giants manage their economies will determine the fate for many countries in 2014 and beyond. To get a better grasp… Continue Reading