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Portfolio Watch: No respite for Asian FX.. How to deal with it?

Portfolio Watch: NVDA or Bust?

US tech has been our saving grace, and we’re reaching a point where it’s legitimate to ask if there’s any point in doing anything other than buying NVDA?

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Portfolio Watch: No respite for Asian FX.. How to deal with it?

Portfolio Watch: Peak Dovishness & more liquidity?

While we’ve persistently underscored the risks of intensifying conflicts in the Middle East and enduring inflation in the US, it’s evident that politics serves as the unifying factor behind both. Read how we are playing this environment below!

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EM by EM #37: The Taiwan election & the Trade war

EM by EM #34: Xi’s whip and Powell’s kneeling

After tonight’s press conference, any doubt about who is driving monetary policy should be dispelled. Powell appears to be allowing the market to dictate and is hesitant to provide significant guidance, in stark contrast to Xi and China, which seem somewhat immobilized yet hesitant to acknowledge reality

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