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The Sunny Belt will redraw the line of the House!!!!!

The Sunny Belt will redraw the line of the House!!!!!

In a previous post, I exposed my happiness to assist at what is happening in Miami and Florida. Hedge Funds and Private Equity firms are coming, Tech giants are moving top managements there. I shared my vision in 2015 about the why the what and the how of the US...
Chinese GDP, the best is the enemy of the good?

Chinese GDP, the best is the enemy of the good?

As JP Morgan figures, the Chine GPD, published tomorrow morning, will be fantastic for sure… The question is: What will be the market reaction figures are “too” outstanding? JP Morgan’s price goes south after the publication. Some rumors in...
IPOs are an Omen???

IPOs are an Omen???

The title of our daily Global Macro Insight was today: Markets confusing Lower Credit Costs with No Credit Risks + IPOs are an Omen. Your scribe shares with you a chart that reminded him of his early years in the equity markets. The ETF IPO is handy, we didn’t...