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    MACRO

    Requiem for a Dream

    “You almost feel numb.”


    CHINA

    China’s Wooing Foreigners

    The Speaker sees China’s 10-year sovereign bond yield converging to US rates on the way to zero.


    MACRO

    A New Defense Strategy

    Given historically low yields, bonds are losing their ability to effectively hedge against a large equity market fall.


    STOCKS

    Third bull phase begins

    The future is not always a reflection of the present. We believe the bull market has entered its third and perhaps final stage.


    MACRO

    The Year of Contrarian Thinking

    What happened to the assured recession which most models, surveys, and leading indicators have been pointing to?

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