EMs Curling Up…
Since mid-to-late 2024 we have been banging the table on EMs, specifically Turkey, Colombia, Brazil and China. See issues 197 and 209 for China; 210 and 200 for LatAm. YTD the latter 3 have been on a tear with China up 25%, Brazil up nearly 13%, and Colombia up 22%. While stretched in short term…
Trump 2.0
Turning to the markets, the secret to successful investing is the art of having strong views, loosely held. For the better part of our careers, we’ve been bearish bonds. “Project Zimbabwe” and all that jazz. However, we’re open to other views… Over the past month, we have been astounded by the progress made by Trump,…
February 2, 2025, Vol. 210
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