Market Commentary

Blog

Regular postings covering a variety of topics including detailed research papers, analysis of alternative investments, market and strategy commentary, analysis of international markets, investment strategies, option and hedging strategies, and our own cultural and economic observations on Asia from our perch in Tokyo.

Is This Time Different? Questioning Long-Held Market Axioms

Fishing for Yield at the Bottom of the Oil Barrel

Weak earnings, slow growth but booming stock prices - what's going on?

Protecting Your Portfolio from the Next Financial Crisis