Author: DDQInvest
Discipline Pays Off in China Equities
Our focus on industry leaders creates a market storm shelter...
View
Global Markets: 10 Things to Watch in July
Key takeaways Consumer inflation expectations Central bank credibility is on...
View
EU Fragmentation Risks Loom Large as Central Banks Tighten Amid Patchy Economic Data
Even if our big data based business cycle model Wave...
View
Digital Assets: Don’t Confuse Rhinos for Unicorns
It is important to categorise correctly. Marco Polo, when in...
View
Take Two: Fed Eyes More Restrictive Stance; ECB Leaves Door Open to Bigger Hikes
What do you need to know? The US Federal Reserve...
View
BAKERSTEEL Precious Metals Fund I Class Factsheet June 2022
The Fund fell -13.0% during the month (I2 EUR), compared...
View
Quick Thoughts: Germany—Energy, Europe, and Evolution
As Germany ponders its energy security, climate change and economic...
View
Tight Energy Markets are Here to Stay
Key Takeaways Strong demand for crude oil as economies rebound...
View
Isaac Newton’s Groupthink Folly: Focusing on Froth, Not Performance.
Key Points The 18th-century mathematician Sir Isaac Newton lost a...
View