The End of America First? Stock Index Relative Value Analysis: US vs EU/UK/JapanUS dominance in the stock market world may end soon, after more than 12 years leading vs its counterparts from other major economiesMar 23, 2021Mar 23, 2021
License to Yield: How Bond Actions Affect S&P 500 (and Others)Bond bulls have high hopes that US will adopt negative rates, Powell just crushed their hopes, then comes stock dividend yield… and TeslaMar 4, 2021Mar 4, 2021
Why 2020 is Different: FX Risk View on 43 Currency Pairs vs USD2020 shock is massive, but may not be that much from FX risk perspectiveFeb 25, 2021Feb 25, 2021
Basel 4 in January 2023, R U Ready?After 2008 crisis, banking reforms have taken place. However implementation is not as easy as it seems, despite Basel 4 deadline in 2023Feb 23, 2021Feb 23, 2021
Dancing Through The Coup: South East Asia through Myanmar’s Viral Coup VideoSouth-East Asia is an interesting region. Their potentials and characters are often misunderstood. Myanmar’s viral video is a good startFeb 23, 2021Feb 23, 2021
Modellers: When Are They Turning Into a Cult?(Originally published in LinkedIn — December 2020)Feb 23, 2021Feb 23, 2021
