Richard Koo: China In Lewis Turning Point Golden Era

HFA Padded
Mark Melin
Published on
Updated on

The market has been beset by calm over the past few weeks, Nomura’s Chief Economist Richard Koo writes, but under the surface I see a great deal of pent-up energy waiting to erupt. Much of this eruption could take place in the context of central bank action (or inaction) before the US presidential election. There are two camps at the Fed: Those concerned about market repression and those who are concerned about the US dollar and its implications The market calm in August has been too calm, belying issues underneath that have complex cross-currents. With a complex political landscape not…

This content is exclusively for paying members of Hedge Fund Alpha

Insider Strategies and Letters to Shareholders from the Top Hedge Funds and Maximize Your Portfolio Growth with Hedge Fund Alpha

Don’t have an account?

Subscribe now and get 7 days free!
This article is only available for Premium Members
Subscribe today and get :
Insider Strategies and Letters to Shareholders from the Top Hedge Funds
Exclusive Access to coverage of Private, Closed-Door Investor Conferences
Hedge Fund Manager Research Currently Producing 21% – 40% Returns Annually

Don’t have an account?

Subscribe now and get 7 days free!
HFA Padded

Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.