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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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Tariff Troubles
On Top of the Radar Analysts and strategists from major research shops now see a greater disruption to US GDP growth from escalating...

LeoC, CFA
Sep 2, 20192 min read
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Rates market share center stage as volatility of risky assets picks up
On Top of the Radar The inversion of the 2yr/10yr portion of the US yield curve (in other words, the yield on the 10-yr UST fell below of...

LeoC, CFA
Aug 19, 20192 min read
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Trade War Redux
On Top of the Radar Last Friday (05/10/19), the U.S. raised the tariff rate on $200bn of imports from China from 10% to 25%, bringing...

LeoC, CFA
May 13, 20192 min read
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Fear of Missing Out (#FOMO)
On Top of the Radar I believe everybody is guilty of #FOMO. Fear of missing good things and good times is part of being human,...

LeoC, CFA
May 5, 20193 min read
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The Case for Diversification
Maintaining a long-term perspective on capital markets is vital to the success of investors. As we can see in the "Periodic Table of...

LeoC, CFA
Apr 17, 20191 min read
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2019 Outlook and Positioning
The new year arrived with the expectation for a global economic growth deceleration, tighter U.S. monetary policy and continued US -...

LeoC, CFA
Nov 20, 20181 min read
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