Macro Commentary : Random Thoughts About China, Oil And Brexit
Some random thoughts on some macro topics you might be interest in.
SOM: Stronger Dollar Part III--Weaker Oil And EM
Here is more details on my view on Oil and EM
Dollar Strength: EM Weakness (Update)
My near term view is a bounce in broad EM, rather than a sell-off of SPX. The bounce in the broad EM equity indexes will be driven by a...
