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The Hong Kong Conundrum
The Hong Kong Conundrum

When writing Q&A On The Hong Kong Dollar Peg back in May, there was no inkling that trust between the police and much of Hong Kong’s population would fully break down. Today, there is a parallel with the 1992 riots in Los Angles... Read More

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Bubble 3.0: Back to the 2015 Future
Bubble 3.0: Back to the 2015 Future

Ned Davis has earned one of the most stellar reputations in the investment industry over his roughly 50-year career. He has built a firm that fuses stock market technical analysis (charts, volume, momentum, et al) and sound fundamental research. Read More

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All-in on Blockchain?
All-in on Blockchain?

Two years ago to the month, bitcoin was in the midst of a surge that put some of the frothiest bubbles of all-time to shame. The unprecedented run saw the price of a single bitcoin swell from just under $1,000 at the beginning of 2017 to over $20,000 towards the end of the year. Read More

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The Outlook Gap
The Outlook Gap

This Wednesday, Fed-head Jerome Powell announced the Federal Reserve’s third rate cut of 2019. On the same day, economic data reports signaled continued (but slowing) GDP expansion, buoyed by strong consumer spending and a resilient labor market. Read More

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