Welcome to The EM Rattlesnake Round-Up
Welcome to the EM round up. It happens once or maybe twice a year. This year, it started on the first day of January but soon erased losses into February, not without weakening… Continue reading
Welcome to the EM round up. It happens once or maybe twice a year. This year, it started on the first day of January but soon erased losses into February, not without weakening… Continue reading
It was a year ago when my friend, Dialastrategist, wrote a piece on Catastrophe bonds and how nicely they would fit into a portfolio, for the random uncorrelated risk that they present. One… Continue reading
Twin deficits is a way of life. The word used to be as bad as stagflation 1-2 decades back if you ask me yet it has now become accepted as the norm. It… Continue reading