Wednesday, July 13, 2016
Over the long term US Dollar will be less relevant
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So much money was printed and it's floating around the world - I mean, foreign exchange reserves are huge and they have been going up, b...
Monday, July 11, 2016
The EU is a catastrophe and a failure
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Friday, July 8, 2016
Bond markets knew the economies were weakening
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Thursday, July 7, 2016
European banks hold a lot of bad paper and other topics
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Wednesday, July 6, 2016
July 2016 Market Commentary Summary
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Three years ago, I met Fernando del Pino y Calvo-Sotelo at a CLSA(Credit Lyonnais Securities Asia) conference for a drink. Following our me...
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