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Insights and Opinions About Global Investing
The Market Pulse
"Welcome to our blog, where we navigate global markets to explore the opportunities and challenges of investing around the world."
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Investment Axioms: Week 07 | Feb 11-17, 2024
Investment Axioms: MacroEco Conditions | Corporate Fundamentals | Technical and Behavioral Analysis
LeoC, CFA
Feb 17, 20245 min read
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Global Macro/Markets Notes: Week 32 | Aug 07-13, 2022
[IR]rational? Welcome to week #32 of our “Global Macro/Markets Notes”. Here we try to make sense of short-term movements from global...
LeoC, CFA
Aug 8, 20228 min read
Global Macro/Markets Notes: Week 30 | Jul 24-30, 2022
The Debate Goes On… Welcome to another edition of our “Global Macro/Markets Notes”. As we look across currencies, bonds, equities, and...
LeoC, CFA
Jul 24, 20226 min read
Navigating Global Capital Markets: Midyear 2022 Investment Outlook
Welcome to another edition of our quarterly “Navigating Global Capital Markets”. As we enter Q3 of 2022, heavy losses have accumulated in...
LeoC, CFA
Jul 20, 20229 min read
Global Macro/Markets Notes: Week 29 | Jul 17-23, 2022
Inflation, Inflation, Inflation Welcome to another edition of our “Global Macro/Markets Notes”. As we look across currencies, bonds,...
LeoC, CFA
Jul 18, 20228 min read
Questions Surrounding a Rising Interest Rate Environment
After two years of ultra-low interest rates, more than ten years of above-average bond returns and over twenty five years since the last...
LeoC, CFA
Mar 30, 20223 min read
The Economic Growth and Inflation Matrix
Introduction During the inflationary era of the 1970s, investors scrambled to find an investment decision-making model that could not...
LeoC, CFA
Mar 4, 20224 min read
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