Category: Opinion

Game Over?

Is there any political risk for equities in this election year? The 2016 US election has been a nirvana for US corporations who benefited the tremendously from the Republican led 2017 tax […]

The Unseen

Yesterday Mohamed El-Erian advised investors not to buy the dip this time. What do they do? Jam fully into markets again. The addicts can’t be stopped. And so the market follows the […]


Containment indeed. The PBOC went into full intervention mode last night trying to minimize the market damage that had been building in futures for the week that Chinese markets were closed. Rate […]


There’s an old adage: There are two guarantees in life: Death and taxes. Let’s modernize this a bit shall we? While it’s true even the rich still die these days (for now), […]