Tag Archives: japan

RCS Investments Macro Commentary March ’14

Good morning, Included is a synopsis of the macro landscape and possible future implications. Asset allocation considerations to follow soon.  In the meanwhile, you can check out my most up to date fund fact sheet. https://rcsinvestments.wordpress.com/2014/03/24/rcs-investments-global-macro-fund-aggressive-allocation-march-14/ Thank you for your … Continue reading

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RCS Investments Macro Commentary and Asset Allocation February ’14

Good morning, Included is a synopsis of the macro landscape and possible future implications. This summary is then followed by a review of the investment backdrop (S&P500) and asset allocation considerations for the RCS Investments aggressive global macro portfolio. Thank … Continue reading

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RCS Investments 2014 Global Macro Outlook

Good evening, I have completed my 2014 Global Macro Outlook.  In it, I summarize the state of the major global powers, followed by 7 trends I have identified as pivotal to focus on next year. What dynamics are key in … Continue reading

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Weekly Bull/Bear Recap: Nov. 18-22, 2013

Good morning, below is my latest report.

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The best of “Rational Capitalist Speculator” in late March

Check out some good recent articles on “Rational Capitalist Speculator”. ————————- The latest Bull/Bear Recap. Wanna know the real nuclear story in Japan?  It’s easy!  See here. Milton Friedman at his best. The Unthinkable. We’re approaching secular lows in one … Continue reading

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