Tag: Shinzo Abe

Changes at the Margin – How to Prepare for a Disorderly Move

In a past life, while still in the clutches of the investment banking world, I’d made a few friends in the “trading fraternity” and visited them on a regular basis for work and social reasons. When it came to markets, opinions varied little within the group. Traders were unanimously bullish

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Yak & Yen, Yin & Yang

Strong macro-economic trends are typically like ocean liners or overfed pigs in feed lots. They turn slowly and with difficulty. I recently discussed Mongolia, comparing it with another resource rich country in Africa in a post entitled Congolia. Therein I re-stated our bullish stance. The country has some very strong

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