Practical analysis for investment professionals
Currencies
The FX Global Code: Why Now Is the Time
As the FX market grows and evolves, more needs to be done to improve its functioning and integrity.
Is the Euro Uninvestable? The FX Question du Jour
A reduction of the ECB's balance sheet and a serious effort to achieve positive real interest rates will be key to ensuring a turnaround in the fortunes of the EUR/USD.
Crypto Dreamin’? The Good, the Bad, and the Ugly
The author explains why he remains skeptical and has grown cynical about cryptocurrencies.
Russell Napier: Equity Markets and Structural Change
“Most people tell me that long-run equity valuation data is meaningless," says Russell Napier. "I think they’re wrong.”
Investing in Currencies: The Problem with Benchmarks
Prasad Ramani, CFA, discusses why benchmarking is one of the most important and oft-discussed topics in asset managment.