Today’s focus …China continues to relax, RBA no surprises, and what about those Brazilians!
Thanks for the mention team, keep up the good work!!
That shootout killed me. I counted my chickens too quickly. Though I was going to make some money on an otherwise miserable day.
Are you Swiss? Because if not, why would you be implying to Portuguese readers of your newsletter that you hope Portugal loses? It's just unnecessarily rude.
Great letter !!
Love the WC commentary.
That note on the 1980's Japanese property valuation was incredible...
I remember how strong ever one thought Japan was back then, kinda of like they do China, now.
But we find things do change in our dynamic global economy and perception, isn't always reality.
But we find things do change in our dynamic global economy and perception, isn't alway reality.