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 …

Stock sell-off accelerates

Wanaka, South Island, New Zealand The time zone in New Zealand takes some getting used to for a newbie like …

When the wind blows

Rock-a-bye baby, on the tree top When the wind blows the cradle will rock When the bough breaks the cradle …

Ferraris, real estate or stocks?

Buenos Aires, Argentina Last week’s lunch at the American Club in Buenos Aires was thoroughly enjoyable. Around 12 of us …

MAGA: Mission Accomplished?

Well that was easy! After less than two years in office, Trump says it’s “mission accomplished.” A presidential tweet: I …

Are US stocks still overpriced?

After the spike and correction in the first quarter, US stocks have resumed their grind towards higher ground. Valuations remain …

Turkey gets roasted

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