Betting on the Czech Koruna & the Mundell-Fleming Trilemma

Foreign exchange rates are notoriously difficult to predict over the short term, because there’s a great deal of volume traded across the world by many various players (governments, corporations, individuals, etc) for all sorts of reasons. However, they are easier to see over a longer term period as they are the reflection of the interactions of … More Betting on the Czech Koruna & the Mundell-Fleming Trilemma

Portfolio strategy for 4Q 2016: Watch the USD for cues

As the legendary Soros declares above: investing is never about making predictions, it is about making probability-adjusted bets. Hence global macro investors tend to map out scenarios and devise action plans to deal with uncertainty in the financial markets. The US Dollar is a mega trend that has to be observed closely by virtue of the … More Portfolio strategy for 4Q 2016: Watch the USD for cues