Thoughts About FX. USD vs RMB.
Saturday, 09 May 2020 | 4:12 pm
The basic and easy stuff USD will be strong for the foreseeable future. USD is a haven currency and as the economic crisis persists or matures, preference for USD will remain. USD remains the settlement currency of choice for the vast majority of international trade. The US economy is the strongest and is expected to
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Deflation Then Inflation
Saturday, 02 May 2020 | 9:54 am
At this time of COVID19 pandemic, social and economic disruption and recession, I can see instantaneous deflation due to the demand shock, but I also see a longer term trend of rising prices. This could present investment opportunities, and risks, and would certainly complicate monetary policy. Given the acute reduction in demand, deflation is the more
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A Recovery Investment Strategy for COVID19
Monday, 27 April 2020 | 4:39 pm
Recovery Investment Strategy This recovery investment strategy should not be one’s entire investment strategy. A diversified asset allocation driven strategy should remain the core of the whole strategy. However, a dedicated strategy to address the current dislocations and distress can not only be profitable but provide capital where it is needed. This investment strategy seeks
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Impact Investing
Sunday, 19 April 2020 | 4:55 pm
Everything we do, our consumption, or work, our investments, our private, social and professional behavior, has an impact on everything else, whether we are aware of it or not. Every investor is already an impact investor, the question is whether they are consciously doing so in a responsible way or not. The microscopic impact investment
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Don’t Stand So Close To Me. (With apologies to Mr Gordon Sumner.)
Wednesday, 15 April 2020 | 8:26 am
This morning The wire The cases multiply It’s catching No escape now This thing could almost fly He’s shaking He’s coughing They look him up and down Where was this utter stranger He came from out of town. Don’t stand Don’t stand so Don’t stand so close to me The city’s so quiet Only the
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