Great Expectations Jul19

Posted by & filed under White Papers/ Thought Pieces.


  For the last several weeks, I’ve been watching what I eat. After months of travel and often substituting the contents of my minibar for dinner, I had grown concerned that my bloodstream was permanently clogged with Pringle fragments. So I bought some actual fruits and vegetables (goodbye, scurvy!) and sat down to eat something

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The Daily Shot 4/15/16: Global Macro Currents Apr15

Posted by & filed under Hedge Fund Marketing, The Daily Shot.


Greetings, Let’s begin with China where we see further signs of economic improvement. 1. March industrial output, fixed asset investment, retail sales – all beat expectations. Stimulus starting to work? Source: Source: 2. China’s new loans rose to CNY 1.37 trillion, topping expectations. Credit is flowing. Here is a longer-term chart showing growth

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