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Featured

China

11 March 2021

What's up with China's property market?

Evergrande, the real estate darling of China. At first glance, it appears like a straight-A student. However, it would take a prudent investor just five minutes of legwork to reveal that this company is, in fact, a troubled child.

David Belle

Featured

09 March 2021

Market Amnesia Still Not Cured

Back in January, I wrote the post below, outlining my views towards the 'amnesia' the market was experiencing, with irrational views about what the Fed would do next, and yes, that word 'inflation' was all important.

David Belle

Featured

Central Banks

21 November 2020

Central Banks: What Do They Do?

The Bank of England. The European Central Bank. The Federal Reserve. The Bank of Japan. You've probably heard of one of these if you have had the slightest bit of interest in financial news over the past ten

David Belle

Latest

Opening Belle

22 September 2021

🔔 Gensler's gonna get ya...

Regulators are getting louder: "If they want high yields, make them buy Argentinian bonds instead!" Wait, that was someone else...

Tim Vollans

morningcall

22 September 2021

Morning Call - Evergrande makes its bond payment! And what is in store for the FOMC tonight?

Evergrande made the first onshore bond payment and markets have taken this as positive news How hawkish will the Fed be tonight? Dots & projections should add some volatility.

Tim Vollans

Opening Belle

21 September 2021

🔔 Does nobody Xi the real risk?

About China, not Evergrande... 👇 Falling property values don't square with Xi's grand plan to boost middle-class consumers...

Tim Vollans

Premium

morningcall

22 September 2021

Morning Call - Evergrande makes its bond payment! And what is in store for the FOMC tonight?

Evergrande made the first onshore bond payment and markets have taken this as positive news How hawkish will the Fed be tonight? Dots & projections should add some volatility.

Tim Vollans

morningcall

20 September 2021

Morning Call: Evergrande Part 3!

It's not just Evergrande now. We've seen some huge downside moves in other developers, the commentary is peppered with 'contagion' The full effects will likely be felt further down the line

Tim Vollans

16 September 2021

Bearish Canada, bullish Chinese investors pulling investment

I was just on a call with Tim. This is one of many calls that we have during the day. I randomly just call him up and either word vomit, rant or listen to his extremely insightful views

David Belle