Serious investment thinking that doesn’t take itself too seriously.
My latest thoughts on the Federal Reserve, investing in Fox News and the Standard Oil twins.
Matein Khalid’s macro perspective on the UK general election, plus investing in Singapore and Indonesia and the future of the US Dollar Index.
I was stunned to read a Boeing report that forecasts that the global passenger jet fleet will more than double to 45,250 by 2035. Given that almost 20,000 of the world’s...
In this week’s update on global asset markets, Matein Khalid considers shale, European equities, and the emerging market of Argentina.
Matein Khalid asks: is the Wall Street sell off just an ephemeral market or something more ominous, a trend change, requiem for the bull market? Plus his latest thoughts on the Karachi stock index and the overvaluation of Credit Suisse shares.
The 11% fall in the price of crude oil in the past month on panic selling in the energy futures pits of New York, London and Singapore has unnerved the world’s leading oil and...