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Japan Election - Follow Up
Japan Election - Follow Up Investment Conclusion There is no change in strategy: short 10yr JGBs; Neutral Nikkei and Yen (but considering a short Vs SGD, AUD and RMB (where I am already long)). The LDP and its ruling coalition results are even stronger that…
Takaichi’s Gamble Pays Off.
Takaichi Sanae's Gamble has paid off. She has broken the mould of Japanese politics with an aspirational, personality driven appeal to disgruntled voters and those weary of traditional politics. None of Takaichi's policy proposals were economically scrutinised in the campaign.…
Time Past & Time Future
Time Past & Time Future. What this piece discusses: Why markets are where they are - across all categories? Six drivers are isolated. Can what got us here take us further? What would have to happen for that be our fate? What do consensus forecast expect for 2025?…
Navigator (The Replacement of Oddbins)
Navigator. The QS team tells me that “Odd bins” is a bad name because investors don’t want to look for research in a bin & my writings are garbage enough without associating them with a bin. So the new name is “Navigator”. Investment themes: Markets could be…