With the bull market scaling new heights and global growth re-accelerating, I explained last month why this situation is likely to continue (see Why The Bulls Are Back...
About Anatole Kaletsky
Anatole Kaletsky is founder and co-chairman of Gavekal, and a principal contributor to the research service. He is also a columnist for Reuters and the International Herald Tribune and chairman of the Institute for New Economic Thinking, a US$150mn foundation created to reform academic economics after the 2008 crisis.
Goldilocks And The Ten Bears
read more
Investor's Notebook
The Market Weighing-Machine
The Market Weighing-Machine
If there is one useful conclusion for investors from the crazy year that has just ended, maybe it is this: as they say in Hollywood, “Nobody knows anything.” After all, if the...