Emerging Market Links + The Week Ahead (September 7-11, 2026)
When I was growing up in the 1980-90s in a blue collar/middle to upper middle class farming community, Nike was...
When I was growing up in the 1980-90s in a blue collar/middle to upper middle class farming community, Nike was...
There is an old market saying: “Sell in May and go away, come back on St. Leger’s Day ” or...
Despite the war in the Middle East, a recent survey finds that Asia-Pacific economic confidence rises in Q2 (🗃️)Confidence among...
Once again, this delayed (I am painting a barn and still have some pruning to do before going back to...
There’s plenty of negative news surrounding the Ukraine-Iran wars and uncertainty about AI bubble along with private credit, but a...
As mentioned earlier, this post beginning of the week post is a little late since I was in the middle...
Undervalued Shares has an interesting piece worth reading by emerging market investors entitled: Geopolitics in investing – valuable edge or...
Two interesting stories this week: The FT has reported that the USA is pressuring Brazil with tariffs to make usuary...
In case you are wondering whether we have reached peak AI-data center mania, this headline shows we must be getting...
The AI bubble is increasingly swallowing whole sectors and financial markets around the world as Caixin has reported that China’s...
The Asset has reported that the fairly well known CLSA brand is to be retired 🗃️: So, Citic will ditch...
One quick note: Last week, Caixin reported that Foreign Demand for Mainland Stocks Drives Record Stock Connect Volumes while at...
Again, I hope any investor readers have recovered from Space X IPO mania to remember that the investment universe goes...
I asked DeepSeek to do a quick summary of this normally lengthy post (in the past, it would hiccup when...
The Korean market or rather Korean retail investors have apparently sparked a frenzy with ZeroHedge naturally being the most breathless...