Is China about to implode?

Buenos Aires, Argentina Last night I was at a party. It was an elegant crowd, gathered in a garden around …

2018: the year of the US dollar

Buenos Aires, Argentina All eyes are focused on the US midterm elections today. In this era, where politics has descended …

Turkey gets roasted

Just last Thursday I highlighted how Turkish stocks were approaching their 2009 lows, in dollar terms. But I also said …

Impolitic politics

Back to Argentina…back to the big city…back to a massive new corruption and bribery scandal. It’s sweeping up senior functionaries …

It’s time to sell Russian stocks

The confrontation between NATO allies and Russia is escalating fast. Russian stocks are highly attractive on a financial basis. But …