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Nov 15, 20243 min read
Trump policies - Beware the DIP!
The US stock market has cheered Trump’s election, especially small and mid-cap stocks. But if he fully implements his policies the...
Nov 11, 20242 min read
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Sep 24, 20243 min read
China offers stimulus
At Tricio we have been worried about the soft economic growth seen in China since the pandemic, with special attention paid to property...
Sep 17, 20242 min read
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Jul 31, 20244 min read
Inflation's gone. What's next?
Well, nearly gone. Hopefully. Economists and investors tend to be focused on one big macro issue at a time. For a couple of years it was...
Jul 29, 20242 min read
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