China is still one of the fastest growing economies in the world. Even the weakness provoked crackdown on debt should be a long-term positive. E-commerce is still one of the most disruptive sectors in world’s economy, and Alibaba is a giant in this space. The current market rout has brought a severe price decline, and… Read More Alibaba: The Christmas rout brought a risk/reward gift for bold investors
Summary The quantitative tightening and interest rate hikes have had a negative effect on the world economy, except in the US. A further hike would end up putting even more pressure on EM economies. Sooner or later, that will spill over to the US. Financial turbulence is also suggesting that the tightening is going too… Read More The Fed rate decision is a tipping point for the Global economy
Maybe a more suitable title could have been: “Does trend-following being profitable makes sense?” Many traders don’t care about the reasons why they achieve profitable strategies out of trend-following techniques. They don’t want to know. For them, it suffices to keep making money out of them. For me that doesn’t work, I need to understand the… Read More Why does trend-following work?