Recently Curated Economic & Market Articles

The Dominant Dollar

September 05, 2018

The Financial Times has an article on the increasing reliance on the U.S. dollar in emerging economies. According to the Bank of International Settlements (BIS) and analysis from JP Morgan, almost half of foreign exchange funding, on a global level, is dollar-denominated. The emerging markets are even more reliant on the U.S. dollar, which

Read Article

What Happens When Humans and Machines Sell at Once?

September 03, 2018

The Wall Street Journal has an article on the potential problem of “stop-loss” sell orders in an era of increasing algorithmic trading. The article highlights the research of Bridgeton Research Group, which utilizes computer models to analyze and predict market trading patterns. According to Bridgeton’s research on stop-loss

Read Article

Are Emerging Markets a Bargain?

September 03, 2018

The Wall Street Journal has on article on whether now is the time to make a contrarian investment in the emerging markets. In short, the Journal concludes that the answer is “No.” The MSCI Emerging Markets Index is currently trading at only 11x estimated earnings (vs. 17x for the S&P 500); however, per the article, the lower valuation is

Read Article

Paul Singer is Concerned

August 27, 2018

Famed hedge fund investor Paul Singer of Elliot Management was profiled in a New Yorker

Read Article