CPI Financial

• Monday, May 06 2013 From Russia with love and alpha!
• Monday, April 29 2013 Macro Ideas – My macro passage to Indian debt
• Monday, April 22 2013 The Enigma of North Korea
• Monday, April 15 2013 Is Italian risk set to escalate?
• Tuesday, April 09 2013 Wall Street -- A growth scare in global market?
• Tuesday, April 02 2013 Cyprus and West Europe's money
• Monday, March 25 2013 Cyprus and Europe’s black swans
• Monday, March 18 2013 The German question in world finance
• Tuesday, March 12 2013 The future of the great European project
• Sunday, March 03 2013 The Euro hits the 1.30 target!
• Monday, February 25 2013 Global markets and the risk angst
• Monday, February 18 2013 The Euro's woes and currency ideas
• Tuesday, February 12 2013 Currencies -- The macro case for Euro 1.30?
• Monday, February 04 2013 The bullish case for Brazil’s banks
• Monday, January 28 2013 Currencies – Thinking the unthinkable: Yen 130?
• Tuesday, January 22 2013 Central banks, risk metrics and value assets
• Tuesday, January 15 2013 Wall Street – The risk rally is resilient!
• Tuesday, January 08 2013 Storm clouds over the global banking village
• Monday, December 31 2012 Making money on Wall Street
• Monday, December 24 2012 The empire of the rising Nikkei Dow index

• Tuesday, December 18 2012 A paradigm shift in Asian shares?
• Monday, December 10 2012 Stock Pick - Citigroup: A new strategic template?
• Monday, December 03 2012 The bullish case for pipeline operators
• Monday, November 26 2012 Value and risk in emerging market currencies
• Monday, November 19 2012 Asian Shares: Winners & losers in 2013
• Monday, November 12 2012 Wall Street -- US equities: What now?
• Tuesday, November 06 2012 2013: The year of the falling Yen
• Tuesday, October 30 2012 Currencies -- Long Mexico, short Japan
• Tuesday, October 16 2012 Our wounded world needs to heal
• Monday, October 08 2012 Currencies - Strategy ideas in emerging markets FX!
• Thursday, October 04 2012 The economic miracles of Southeast Asia...
• Thursday, September 27 2012 Central banks and macro trade ideas