Tesla – Back to Square One
Exactly one month ago we could read about Elon Musk’s confidence on the Model 3 production targets. Back then the…
Exactly one month ago we could read about Elon Musk’s…
Trade War Approaching – Bounce to Follow?
NOWOTNY: TRADE WAR CAN LEAD TO CURRENCY WAR There is nothing really new with the above statement. As we approach…
NOWOTNY: TRADE WAR CAN LEAD TO CURRENCY WAR There is…
Volatility Down, Market Up
We pointed out a few days ago that volatility had spiked rather substantially and that “buying volatility is a late…
We pointed out a few days ago that volatility had…
Here’s What We Know About China’s Stance as Tariff Hour Nears
By Yinan Zhao, Miao Han, and Jeanny Yu, Bloomberg  Friday July 6 is the date when the world’s two…
By Yinan Zhao, Miao Han, and Jeanny Yu, Bloomberg …
Volatility and the Alchemy of Risk
We always find it a good time to read pieces written by clever people when the markets are shut. Enjoy…
We always find it a good time to read pieces…
Snapshot July 4th
World Equity Indices Global Macro Monitor Source: charts by Bloomberg  
World Equity Indices Global Macro Monitor Source: charts by Bloomberg…
China’s big bond experiment is about to go through a rough patch
By Yen Nee Lee, CNBC One year ago, China made a major move to open up its domestic, or onshore,…
By Yen Nee Lee, CNBC One year ago, China made…
Hedge Fund Veteran Gives Up on Chinese Stocks
By Bei Hu, Bloomberg John Foo, who has managed long-only and hedge funds in Asia for 20 years, has sold out…
By Bei Hu, Bloomberg John Foo, who has managed long-only and…
Tesla Down 13% from Yesterday’s Highs
Tesla continues the sharp move lower. From Business Insider: Tesla CEO Elon Musk ordered his employees to stop putting nearly…
Tesla continues the sharp move lower. From Business Insider: Tesla…
Never Bet Against America – Buffet
A gentle reminder by Buffet in these times of Trade War rhetorics. A significant part of Warren Buffett’s enormous financial…
A gentle reminder by Buffet in these times of Trade…
Basics and Metals – Time for the Contrarian Bounce?
The Basic Resources and Metals space has lately been a punch bag. Prices on copper, gold etc as well as…
The Basic Resources and Metals space has lately been a…
Glencore – Under Seige
Nobody has missed the Glencore move today. The stock is in free fall mode after subpoena by the US DOJ.…
Nobody has missed the Glencore move today. The stock is…
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