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Investors ignore rising US inflation while Japan investors brace for Olympics June 13, 2021
Eyes firmly on inflation gauges and the outcome of Japan Olympics June 5, 2021
We stick with our playbook while await the fate of Japan’s Olympics May 23, 2021
Monetary and geopolitical regime change to dominate market trends May 16, 2021
Japan equities looking ideal for L/S funds while vaccine news likely turn positive May 9, 2021

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Investors ignore rising US inflation while Japan investors brace for Olympics
June 13, 2021
Cooling off in sales of large ticket items brings its own problemsWith rising inflationary pressures in the US failing to cool market’s enthusiasm for risk, the ...
Eyes firmly on inflation gauges and the outcome of Japan Olympics
June 5, 2021
Inflation remains key to performance of growth vs value In US markets, the tug of war continues between inflation hawks who worry about rising prices being currently ...
We stick with our playbook while await the fate of Japan’s Olympics
May 23, 2021
We remain overweight cyclicals while reopening plays are looking good againIt has been a fairly confusing market more recently with stock indices moving sideways and ...