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Bonds and Chill

Teddy writes….The probabilities of US rates falling materially over the next six to eight months are the highest of the cycle. While global equities and commodities have begun to price in slowing growth, US rates are marginally off the highs… Continue Reading

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United States vs China – A Tech War

Emerging industries such as AI/ML/quantum computing/advanced weapons systems/space/biotech & gene editing/clean energy/autonomous everything/IoT/cloud computing/cyber-physical systems etc. are imperative for both countries. The US has reached the point where a few tech giants are important economic drivers. Dominating new tech has… Continue Reading

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Redbook retail data from the early parts of 2019 indicate a horrible start to the year for retail sales as well (on top of the bad December reading). 80% of Chinese people’s wealth is in the form of real estate,… Continue Reading

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A wrinkle in Euro

Going back in time when markets fell in 2007-08 Financial Crisis, US Dollar rebounded when the dust settled and Dollar continued to dominate world foreign exchange reserves followed by Euro. Surprisingly, Euro managed to capture only 20 percent of market… Continue Reading