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Daily Archives: January 6, 2016
A word on portfolio effects of the US dollar
Something important is being widely overlooked to date in the asset declines of 2015. Foreigner investors that held US assets (stocks, bonds, real estate) have been shielded from losses to a large extent to date by the appreciation in the … Continue reading
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Credit bubble purchased global mean reversion in growth and asset prices
Some good reminders in this segment re the bear market that is already underway in many markets and assets in the world…confirmation of recession in the official data always lags leading indicators. Proactive risk management that gets ahead of the … Continue reading
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