2016 – the BIG SHIFT

As we close 2015 and begin a new year, the markets generally closed flat to neutral with a warning that as we approach the political year from hell being 2017, this is by no means going to be a walk … Continue reading

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India vs Pakistan

COMMENT #1: Hi Martin, Looks like Socrate’s forecast for India vs. Pakistan is close. BT COMMENT #2: I confess. I do not know how you do it. You warned us [...]
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Capital Flow & Flight to Quality?

QUESTION: A recent analysis by Allianz economists claimed that, ordinarily, when yields on Treasuries rise, the U.S. dollar strengthens as foreign capital pursues those higher yields. However, the dollar weakened as [...]
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