November 2016

The “Trump Rally” got ignited as several republican billionaires, who were mostly in cash, called each other the early morning of November 9 and decided to simultaneously invest into US stocks. All the market makers and anti-Trump institutional asset managers... Read More →

It would be reasonably prudent to reduce our exposure to stocks today, just for one day. Paul Krugman recently argued that the big difference between BrExit and the US presidential elections is that Britain’s Remain campaign was weak and poorly... Read More →