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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

03 August 2021

🔔 Brexit was actually a good idea

There's no official post-Brexit vision for Britain, but there doesn't need to be... The EU's 'unity through diversity' problem And why you shouldn't become a trader...

Tim Vollans

morningcall

03 August 2021

Morning Call: Structure of inflation, shipping is still broken and peak growth?

'Peak growth' narratives, & structural long term DIS-inflationary pressures. China looks to be following the same path as Japan rather than taking over the world. Shipping is still very broken and to remain that way for a while yet.

Tim Vollans

03 August 2021

RBA continue taper, China brands online gaming 'spiritual opium'

AUD rallies on RBA decision NZD rallies after mortgage/housing policy announcement Tencent tumbles 10% on CCP gaming crackdown

Tim Vollans

Premium

morningcall

03 August 2021

Morning Call: Structure of inflation, shipping is still broken and peak growth?

Tim Vollans

03 August 2021

RBA continue taper, China brands online gaming 'spiritual opium'

AUD rallies on RBA decision NZD rallies after mortgage/housing policy announcement Tencent tumbles 10% on CCP gaming crackdown

Tim Vollans

02 August 2021

Morning Call: Unemployment melancholy, AUDJPY the pain trade and understanding China

Today we focused on the potential stickiness of high unemployment, UK furlough changes, understanding the policy risk when investing in China and some big levels in AUDJPY.

Tim Vollans