May 11, 2015 by Dan • Commentary

The People’s Bank of China (PBOC) ain’t messing around. Overnight they cut short term interest rates for the third time since November as they battle an economic slowdown that threatens their 7% GDP “target”.  This morning, …

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May 4, 2015 by Dan • Commentary

The term “investment bubble” has different connotations to different people.  Those with cash to invest in known bubbles welcome them, as there are few investment environments that offer the potential of asymmetric short term returns …

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