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  1. prije 2 sata

    Anyone who reads this will be enlightened for doing so and glad they did.

  2. 3. velj
  3. 3. velj
  4. 2. velj

    Eloquent and accurate, with a solid focus on the big picture.

  5. 1. velj
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  6. 1. velj

    If you haven't seen the recent charts from Jim Bianco and Tavi Costa, well you better wise up! Have a great weekend y'all! or here

  7. 31. sij
  8. 31. sij
  9. 30. sij

    Capital is a hard power, culture is a soft target

  10. 29. sij
  11. 28. sij

    The NY FED continues to roll 2 week Repos and Dailies, I guess this is what Powell means by adding a new twist to the word temporary operations.

  12. 28. sij
  13. 28. sij
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  14. 27. sij
  15. 27. sij

    "A US-China Phase I deal, if durable, is expected to reduce the cumulative negative impact of trade tensions on global GDP by end 2020—from 0.8 percent to 0.5 percent." Tentative Stabilization, Sluggish Recovery?

  16. 27. sij

    As anticipated last week (), one unintended consequence of is increased alignment between the UK and the EU on at least some regulatory standards.

  17. 27. sij

    My latest op-ed for the Atlantic Council. For background on the macrotrend analysis, see last week's BCMstrategy, Inc. blogpost:

  18. 27. sij

    Finally, the A-share market (Mainland China) is now much more exposed to foreign investors and capital flight. Buy Healthcare and Us duration ; Sell Consumer discretionary such as Vuitton, Lvmh, Pernod Ricard (8/8)

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