prudent investor newsletters

The art of economics consists in looking not merely at the immediate hut at the longer effects of any act or policy; it consists in tracing the consequences of that policy not merely for one group but for all groups—Henry Hazlitt

Showing posts with label China Yuan. Show all posts
Showing posts with label China Yuan. Show all posts
Sunday, April 27, 2025

April 7: The Day Global Risk Assets Bottomed: A Synchronized Reversal Across Stocks, Crypto, and Commodities

›
  The conventional view serves to protect us from the painful job of thinking—John Kenneth Galbraith   April 7: The Day Global Risk Assets B...
Sunday, August 04, 2024

PSEi 30: Has BBM’s SONA Cycle Climaxed? Rising Contagion Risks from the Unwinding of the Yen-Yuan Carry Trade

›
Bulls of 1929 like their 1990s counterparts had their eyes glued on improving profits and stock valuations. Not a thought was given to the f...
Monday, May 02, 2022

PSEi 30 Plummets on Foreign Selling Amidst Low Volume; Intensifying Global Liquidity, Collateral, and Counterparty issues

›
  Most investors are primarily oriented toward return, how much they can make, and pay little attention to risk, how much they can lose—Seth...
›
Home
View web version
Powered by Blogger.