the single greatest threat to long-term U.S. power and influence. It is now mishandling relations with the Gulf Arab monarchs and made a mess of the Middle East peace process. It has allowed the U.S.-Turkey relationship to reach historic lows
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we believe options offer better risk-reward than being outright long financials stocks here. With flat
a USD/JPY seagull and CHF/JPY cash. Stay long NOK/JPY and re-enter
pushing gold prices down further. We still like gold as a hedge against long-term inflation risks once global
skills and resources at bay.”!35 The long list of failed US government
income inequality can harm sustained economic growth over long periods. The U.S. is
through 2013. After expecting to see that long-awaited
has long argued along similar lines. He claimed that his 2010 federal tax bill--income taxes and
any other pursuing vehicle would be in no shape to follow for very long. But we still had to avoid trouble on our way back out. I knew it would be a risk to go back to the Coral Beach, so we took the shortest route to the sea, straight out to the Corniche, the city’s main avenue...
…e equally big, while in equity markets the outperformance of the Russell, the surge in the US banks and the sell-off in long duration equities has been remarkable. Some of these moves, such as stronger USD, higher yields, banks vs staples were extensions of moves that had alread...
…, and the loss of national identity. For the year ahead, we recommend being bearish 5y US rates (seeing higher yields), long USDJPY (weaker JPY) and short a basket of EM LatAm long bonds (Mexico, Brazil and Colombia). But in the near term, we urge caution with the reflation trade...
…dividend yield rate over the period can be estimated from the same source at about 2.9%. Jeremy Siegel’s Stocks for the Long Run (2002), Table 1-2, reports data extending back to 1802. Real return over the period 1802 - 2001 is shown as averaging 3.5% for long-term governments, a...
…me with all the worst things I thought of myself -- but instead, he trusted me to do my best. When I called my mother (long separated from my dad), too many of my flatmates were around for a private conversation indoors. I banished myself into a warm summer storm, cradling my ce...
…top-level intelligence officer still active in the Kremlin." Sources A and B provided information supposedly exposing a long-time Russian FSB operation to get compromising information that could be used to control Trump. The idea that two Russian intelligence sources would reveal...
…e have developed deep expertise in the infrastructure sector and sought secure, well-managed assets, generating stable, long-term returns for investors. We have done so by initiating and backing two experienced and highly-respected managers in the industry, TIIC and BRIDGE. TIIC...