MMT stands for ‘Modern Monetary Theory’, and it may be the next must-know term to know and understand before it becomes mainstream. OK, but what exactly is Modern Monetary Theory? The Roosevelt Institute published an article about it eight years ago, and it simply describes a school of thought in macro-economic thinking that revolves around … More If there’s one thing to know soon, it’s MMT
The Ancient Silk Road was known to be the stuff of legends, inspiring many of our ancestors back in those days enthralled by adventure and mystery. The famous Venetian merchant Marco Polo recorded his journey across Asia through this ancient travel and trade route, which for centuries, have allowed merchants, traders, travellers, missionaries and diplomats … More Playing China’s ‘One Belt, One Road’!
The first half of 2017 is over, and my book remained almost unchanged from the end of 1Q 2017 to the end of June. I maintain my defensive stance, risking one-third of my usual sizing for any new positions and also gunning for lowly-correlated positions in terms of price structure as well as fundamental logic. … More 2nd Quarter 2017 Review & Strategy for 2H 2017
The Brits are officially leaving the European Union (EU), following the invoking of Article 50 and British envoy Tim Barrow handling a letter to the EU Council on the 29th of March 2017. An informative book on the subject is explored by Roger Bootle of Capital Economics, and I’ve found it to be highly instrumental … More Playing Brexit: Long Euro & short Sterling
En Garde! French citizens are once again heading to the polls in what is arguably 2017’s most widely and closely-watched high key political event: the French Presidential and Parliamentary Elections! At stake? Possibly the future of the European Union (EU). That’s because one of the potential candidates for the Presidency, Madame Marine Le Pen, is calling … More En Garde! Playing the French Elections & a Frexit?
Anthony Bolton is one of Britain’s most well-known investors. He has managed money professionally for close to 3 decades at asset management firm Fidelity Investments. And during those many years at the helm of the Fidelity Special Situations Fund, he has achieved an average annualised return of 20%! Bolton shared his wealth of experience in … More Anthony Bolton’s Insights On Investing
In the Mediterranean in May 1954, warships of the Royal Navy gave a 21-gun salute to Britain’s new monarch, Queen Elizabeth II, who was on-board the private vessel, the Royal Yacht Britannia, returning from a global tour of Britain’s realm. The ceremony was glorious, and was a demonstration of naval power reminiscent of the origins … More The End of Pax Americana?