Overvaluation and Slowing Growth: A New Era for Asset Allocation Read More »
The current US equity market could probably be described as significantly overvalued across several indicators. The Warren Buffett indicator, which […]
I’ve read a lot poor takes on the Chinese economy as of late so here’s another note clarifying yet another
China’s population is aging at an accelerated pace, with projections indicating that it will transition from an “aged society” to
The Oil Price Collapse Read More »
Oil prices have plunged 20% since July 2024, leaving energy bulls bruised and battered, desperately trying to figure out, as
A Quick Look at NVIDIA Read More »
NVDA has acted as the pivotal force in yesterday’s rally but its surge has not only driven market sentiment but
Signals vs. Noise: What Matters Most Read More »
In today’s frantic environment, it’s easy to get caught up in the noise of market volatility, oil price swings, and
Are Markets Always Right? Read More »
There’s this strange thing currently going on between bond markets and real-world economic data. Bond markets anticipate significant US rate
I’ve just read 3 different papers from 2 major banks and 1 leading investment research firm and they all converge
Looking For the Summer Read More »
I’ve had continuous rain for the last 3 days so I’m officially declaring Summer 2024 to be over. With that
The Week in Review Read More »
The U.S. economy is currently divided into two distinct paths, leading to considerable debate regarding the broader direction of growth.
The Evergrande Effect: Unraveling China’s Property Crisis Read More »
China’s property downturn has been a prolonged and complex economic crisis, originating from the default of China Evergrande Group in
India’s Economic Outlook is Pretty Good, Actually Read More »
India’s economy has demonstrated a mixed but overall positive trajectory over recent quarters, facing a temporary slowdown primarily due to
