Markets This Week
Cage Match: Earnings Outlook vs. Geopolitics
Geopolitics At the Fore As we write, the news coming across the wire is about an attack conducted by unknown actors which has killed more than a hundred Iranians gathered for a memorial at the grave of Qasem Soleimani — a prominent Iranian military leader who was himself killed in Read more…
Year Ahead Outlook
2024 Year Ahead: A Global Summary (And Monty’s Personal Notes)
The discussion surrounding the economic outlook for 2024 is multifaceted, with various factors influencing the global and United States economies. We are maintaining a bullish stance for 2024, despite potential slowdowns in global growth, particularly in China. Alongside China, Russia and several global commodity producers might experience a deceleration from Read more…
Markets This Week
The East’s Brightest Spots For 2024, Part One: Japan (and a Note on Korea)
Last week, we described briefly some longer-term economic and political dynamics that render China problematic as an investment destination for us. As we noted, while Chinese equities may sometimes make an attractive tactical trade for investors who are so inclined, we think that’s all they should be, and that the Read more…
