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couragepharm couragepharm USDCNY, W, Education
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USDCNY, W Education
The Dragon, The Eagle And The Elephant

Investors seem to have started shifting their focus from equities and rates onto the US dollar. We believe that if this dollar rally accelerates it will be a major headache for emerging markets i.e. China, India, and Russia. In part 1 of this report I would like to talk about the Dragon the Eagle and The Elephant, first let’s start with the dragon; China.Over ...

couragepharm couragepharm USDSGD, D, Education
10 1 1
USDSGD, D Education
The Impact Of Higher Yields In The US and Emerging Markets

In Q3-Q4 2015 emerging markets bottomed out and started to rally as financial conditions tilted towards easing in Japan, Europe, and the US. Emerging markets benefited from low-interest rates and quantitative easing (QE) as we can see we have had a stunning rally since that time. Evidence from chart below implies that there is a strong correlation between easing ...

couragepharm couragepharm UEC, W, Long ,
14 0 0
UEC, W Long
Lets Talk Uranium

In Feb 2018 I made a post called the macro case for Uranium about why the Uranium Market was massively under priced If you got in when I did. Then you have been made alot of money recently. This is the power of Understanding macro economics. Read more for free at

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