Tag Archive: VIETNAM

Ad Hoc Commentary – to counter Russia’s rise, America should re-pivot to Nicaragua, and Singapore should accept a Russian military base

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Putin came out with reconciliatory words just hours after we wrote: “…now that Putin had largely secured Crimea, he will likely only stage his next major move in the fall [months]….” https://tradehaven.net/market/ad-hoc-commentary-buffett-calls-public-pensions-a-financial-tapeworm/ Understandably,… Continue reading

Asian Emerging Markets 2014 – Detox Time

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Asking me to write an EM piece for 2014 is like asking Justin Bieber to do opera. It struck me that it is perhaps just what the market needs – a different perspective.… Continue reading