By Heisenberg Risk in Emerging Markets… Over the weekend, we revisited the whole “maybe it’s time to start trimming EM exposure” idea. You can read
By Heisenberg I don’t know about you, but I can’t get enough China. It’s all about China these days. Of course you wouldn’t know it
By Capitalist Exploits What in God’s name is happening? It’s not a high. It’s a record high. Sweet mother of Mary… As we can see
By Heisenberg On Tuesday, we went into a good bit of detail with regard to the fact that the following set of circumstances are probably
By Heisenberg Over the weekend, we talked a bit about the “seismic battle taking place between the bullish growth, bullish risk asset, bearish rates reflationary
By Heisenberg Remember August, 2015? No? That’s ok, I barely do either. What with all the conspicuous, brain-cell-killing, fine spirits consumption between then and now.
By Chris Ciovacco Emerging Markets Break Out Assisted in part by some improvement in China, emerging markets (EEM) recently cleared a resistance zone that had
By Doug Noland Credit Bubble Bulletin: Inflection Point for EM Don’t let a relatively tame week in the S&P 500 engender complacency. Perhaps it was