Category Archives: Macroeconomics

Ray Dalio on War with China – worth reading from gurufocus

Posted on October 17, 2018 by Timeless Investor

Ray Dalio: The ‘War’ With China Is Spreading From Bridgewater Associates founder’s LinkedIn blog: It should now be clear to everyone that this is not just a trade war. 

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Can a trade war be avoided? – great discussion from Dash of Insight

Posted on March 25, 2018 by Timeless Investor

Can a trade war be avoided? This is a great discussion from Dash of Insight

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Good reading: UBS’s study of investment in Asia and China

Posted on December 17, 2017 by Timeless Investor

In depth study of investing in Asia and China by UBS.

Posted in Industry Analysis, Investing in China, Macroeconomics | Tagged | Leave a comment

Excellent insights of market from JPM

Posted on July 7, 2017 by Timeless Investor

This presentation shows excellent insights of market from JPM MI-GTM_3Q17_Linked

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These companies have the most to gain from Trump’s tax-cut plan – from CNBC

Posted on April 26, 2017 by Timeless Investor

These companies have the most to gain from Trump’s tax-cut plan – from CNBC

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Proposed Canadian Softwood Lumber Tariff may drive lumber ETF even higher this year – from wsj

Posted on April 25, 2017 by Timeless Investor

Proposed Canadian Softwood Lumber Tariff may drive lumber ETF even higher this year – from wsj

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How to Invest in China’s Xiong’an – from Barron’s

Posted on April 17, 2017 by Timeless Investor

How to Invest in China’s Xiong’an – from Barron’s

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M&A ETF – from Barron’s

Posted on February 20, 2017 by Timeless Investor

M&A ETF – from Barron’s

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UN sanction for Iran might come in March

Posted on January 31, 2017 by Timeless Investor

UN sanction for Iran might come in March – this might significantly affect oil price

Posted in Macroeconomics, Oil Industry | Leave a comment

Barron’s 2017 Roundtable, Part 3: 17 Picks From Three Pros

Posted on January 29, 2017 by Timeless Investor

Barron’s 2017 Roundtable, Part 3: 17 Picks From Three Pros

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