Markets
Cusp of New Decade — 1990s Redux
Not unsurprisingly, memories of the 1990s have tended to evoke the euphoria and then pop of the internet bubble tail end of that decade. However, ……Read More
Markets
Markets
Navigating Rocky Shoals
At country and company levels, quality and the ability to execute likely remain crucial investment attributes. We believe political risk and earnings bifurcation have not ……Read More
Markets
Contrarian Mosaic Buildup For Late 2009 Recovery
The markets may have already massively experienced the self-reinforcing panic selling that marks lows followed by a contrarian mosaic buildup to recovery. Our core view ……Read More
Markets
Davos 2009 World Economic Forum
The conversations on the ground in Davos, Switzerland are likely to pick up where they left off at the 2008 World Economic Forum’s annual meeting: ……Read More
Markets
Oil prices slump under $33
Oil prices slid close to a four-year low under $33 per barrel on Tuesday in a market plagued by weak global demand, analysts said. New ……Read More
Markets
Over 2009, Unblack Swans And Transparency Thematic For Volatile Turnaround
We traditionally use our last yearly note for retrospection and broader key themes. We expect volatile turnaround markets over 2009. We see as preposterous, the ……Read More