Tim Shirata

November 03, 2016

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Market Summary Buy Volatility and Buy Gold If You Are a Long-Term Investor U.S. stocks are getting cheaper: is a short-term market bottom near? The key event this week was the strong rise of volatility and of gold after political...
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October 27, 2016

Market Summary The key to global stock markets is the U.S. dollar and U.S. interest rates.  We have all seen U.S. interest rates rise, and that is potentially difficult for developed and emerging markets.  Developed markets will be impacted as...
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October 20, 2016

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Global economic growth is boringly slow, but it is still growth.  Pessimists point out that the last few years have been the slowest economic recovery in seven decades, and that the average household in the U.S. has less income after...
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October 13, 2016

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Global e-Commerce Adoption Isn’t Slowing — It’s Accelerating, and Has Massive Tailwinds U.S. e-Commerce Share Gains (vs Retail) Source:  Bank of America/Merrill Lynch Most investors probably have the impression that e-commerce has moved beyond its initial stages of rapid growth...
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October 13, 2016

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October 6, 2016

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October 06, 2016

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Healthcare and Global Demand Growth Around the world, rising living standards are driving global demand growth for goods and services.  We have often written about the rise of new global middle classes as linchpins of this growth – particularly the...
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September 29, 2016

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The Case for Emerging-Market Assets We are getting more bullish on EM. We have been bullish on certain emerging-market assets since earlier this year, particularly Brazilian bonds.  We viewed them as a reversion-to-the-mean trade as commodity prices stabilized and Brazil...
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