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Dollars, Emerging Markets and Capital Flows
Are we headed for another global crisis spurred on by the emerging markets? Argentina, Turkey, Ukraine, Venezuela… Emerging markets are already in varying degrees of crisis mode, but for differing...
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Stability in Renminbi Offers an XXL Profit Opportunity
As mentioned in my writing on the Singapore dollar, the most dangerous thing in finance is the “thing” that never moves. This stability creates an illusion of control around which many positions are...
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The US Dollar Bull Market is Alive and Well
If you think that the “bullish USD trade” is too overbought – well, you might have to rethink or at least try not to think too much. My feeling is that the “big” move in the USD we have witnessed over...
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This WILL Happen!
All pegs break! Capital flows have shifted. They are heading from the periphery back to the core. It’s a rotten core but it’s the only core we have. That core for the time being is the greenback. It is...
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The Market is Simply NOT Expecting This to Happen
To succeed in investing you essentially have to beat the majority of other investors. This will not be achieved by thinking like everyone else. You will have to think and act differently to everyone...
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Is US Dollar Carry Trade a Menopause in the Currency Markets?
I had taken my then life savings earned from a job pushing shopping trolleys at the supermarket, and sent them overseas with a friend. I was 16 years of age and my life aspiration was to travel the...
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Is This How It All Begins to Unravel?
My daughter found a sick baby bird in our garage a few weeks ago. We took it in and began nursing it back to life. My daughter, a gentle little soul who believes that our home should be turned into an...
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