

For Trading Strategies For Trumpanomcis Look At Abenomics
The vast majority of analyst seem to believe that Trumpanomics will fail, and likely fail spectacularly. Given this view, they argue that...
The Trump China Card
While the consensus of the clients I have talked to over the last week is still to position for the upside of Trumapanomics, there is a...


Trumpanomics Part IV: The Impossible Path To 25 MM Jobs
One of the main goal of Trumpanomics is to create 25 million new jobs over the next ten years. Seemed like a big number too me at first,...


(Close) Macro Theme Japan: Trade 1 Restrike and Buy 6-month 17000/19000 Call Spr
I recommended opening this trade as restriking of an earlier trade in sept 8, 2016. Then I recommend buying the 17000/19000 call spread...


Trumpanomics Part III: Investment Strategy
Here is what i have been talking to clients about since the Trump win. Click here for the piece






















