The SALT Conference is committed to facilitating balanced discussions and debates on macro-economic trends, geo-political events and investment opportunities within the context of a dynamic global economy. With over... Read More

China's central bank reached out for help: On July 27, 2015 an email was sent from the People's Bank of China to counterparts in the U.S. central bank. The... Read More

The sell off in emerging markets has taken its toll on the Brevan Howard Emerging Market Fund. The world's largest EM focused fund was not having a great year... Read More

Passive Hedge Funds H/T Matt Levine Mikhail Tupitsyn Monash Business School Paul Lajbcygier Monash University - Department of Banking & Finance August 10, 2015 Abstract: We show that most hedge fund managers are passive,... Read More

In this edition I take you through another 5 charts which increasingly show a clear turning point in sentiment from previous pessimism to tentative optimism on the fundamentals outlook. ... Read More

Japanese retirees turn desperate: In the land of quantitative easing and a debt to GDP ratio near 229% an economic world turned on its head is visible. Japan is coping with... Read More

Businesses that maniacally focus on serving their customers win every time. Don’t believe me? Check out this 1999 clip of Jeff Bezos during a CNBC interview. Count how many... Read More

The Federal Reserve may pause in March but would announce three rate hikes of 25bps each per quarter from June, believe Macquarie analysts. Peter Eadon-Clarke and colleagues said in... Read More

People get paid to buy Tesla electric cars via generous federal tax kickbacks — styled “rebates” — so it’s no surprise, or at least, nothing new that Elon Musk,... Read More

The coronavirus pandemic and the response by governments and central banks have family offices and ultra-wealthy individuals around the world on the defensive, according to a survey from Citigroup... Read More