July 13, 2018
The fact that the trade dispute comes at a time when China has been fighting excessive lending presents a dual challenge for authorities. They may have to choose between rapid credit growth and their GDP target.
June 29, 2018
How sports franchise owners act like short-term momentum traders.
June 22, 2018
Tariffs will probably remain an issue in the near future. The market may move from not expecting a trade war, to expecting a short trade war, then to accepting a long trade war.
June 15, 2018
What we really want to know as investors is whether monetary policy is tight. It’s not an easy question to answer.