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Recent Posts.

  • Is AI inflationary? December 28, 2025
  • Dark clouds gathering above global stock markets October 11, 2025
  • China’s rerating continues while yen stumbles on policy pause October 6, 2024
  • China’s rebound sends shock waves through global portfolios September 29, 2024
  • BOJ’s dovish tone suggests a more positive near-term Japan stock market outlook September 23, 2024
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March 29, 2026
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Latest News

  • Is AI inflationary?
    December 28, 2025
    In our last open publication in early October, we warned that for the near term, much good news on the earnings front had been factored into technology valuations and ...
  • Dark clouds gathering above global stock markets
    October 11, 2025
    Will the coming stronger earnings season really matter?From circular investments among AI giants which have raised grave doubts about the sustainability of this massive ...
  • China’s rerating continues while yen stumbles on policy pause
    October 6, 2024
    China’s rerating continues, pressuring global funds to raise weightingsAs we have noted we have little doubt that the speed of China’s stock rerating has sent tremors ...

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