Note March 21, 2018 – World In An Oyster: In this third week of March 21,2018 alone, there have been developments that are likely to determine outcomes over the next 12-18 months. These developments include leadership and trade politics worldwide; leadership and policy evolution at central banks and within equity markets, the differing sector compositions […]
Note March 14,2018 – Market Tryst With Ides of March: Much has occurred just in the first half of March 2018 in the complexities of mega mergers and market valuation, trade frets and major political developments that lie in not just in the United States. The same can be said about emergent observations by major […]
Note March 7,2018 – Market Correction Distilled: Frequently, market correction and much rarer extreme bear phases seem ostensibly to appear at inconvenient times, notwithstanding history. Much has been expended about the capital market correction of recent weeks. Explanations as to the catalyst range from volatility ETFs to fear of deficits and tariffs to change potential […]
When Elephants Rumble
Note March 27, 2018 – When Elephants Rumble: The grass gets trampled – an old African adage. Amid wholesale leadership team remakes in all of the United States, China and Russia, the political risk becomes that none can afford to lose face. The Korea, Levant and south Asia regions remain tense. Point and counter point […]