Category China

The Long and the Short and the Tall of trying to figure out investment strategies.

Markets are focused on the immediate debt-ceiling crisis, and the short-term game of guessing rates vs inflation. Down the line are the bigger challenges of the medium and long-term: issues we need to be investing in now to garner long-run returns or just to survive!

Halloween, and a scary market outlook indeed – but not nearly as bad as you may fear!

Halloween is a great time to be scared about markets. They are inconsistent,  confused and uncertain, but the reality is even rising interest rates, inflation and trade wars sort themselves out - eventually. The real danger is how much worse bad politics and make a scary situation absolutely frightful.