top of page
Archive
Issue 63: Korea's Outperformance
Korea to outperform
Issue 62: An Uneasy Truce
Escalation is over, truce will hold
Issue 61: India - Precariously Balanced
Moving to neutral
Issue 60: No Traction
No structural impetus
Issue 59: Private Credit
No meltdown
Issue 58: Japan - Opportunity Amidst Uncertainty
Japan a buy opportunity
Issue 57: Iran
Iran outcome
Issue 56: Closing In On 2026
2026 Investment strategy
Issue 55: The Aftermath
Global trade
Issue 54: That Which Glitters
Gold to retreat in 2026
Issue 53: Fiscal Resilience
Underweight US & European sovereigns
Issue 52: Europe - The Good, Bad & Ugly
Our money is on Spain
Issue 51: Xi & China's Scoreboard
Xi has outplayed Trump
Issue 50: Chip & Taiwan's Edge
Overweight Taiwan
Issue 49: Venezuela & The US
Its all oil
Issue 48: 2025 - Closing In, Closing Out
70% call rate in 2025
Issue 47: Business Cycle Assessment
Assessment shows 3 point improvement
Issue 46: The Social Contract
Korea Inc looking good
Issue 45: Korea Inc Errs On Side Of Caution
Korea Inc looking good
Issue 44: Decoding Cryptos
US crypto laws are a game changer
Join Trading Post
Subscribe to "Trading Post" for exclusive access to in-depth analysis and multi asset investment recommendations covering 11 countries plus global insights.
bottom of page