Born On The Fifth Of July

The story is no longer just about Greece. After months of contentious negotiations, a landmark referendum took place on Sunday. And the result was far more than just a resounding rebuke by Greece of its European creditors. In the end, economic and market historians may reflect back on July 5, 2015 as the day when the global tide turned in the post financial crisis period. This is a story that will take years to unfold, but the nature of the game has now been changed. And it is time to now focus on the implications that lie far beyond Greece.

Please click on the link to read more of my article on Seeking Alpha.

China Stocks Have Descended Into The Absurd

The Chinese stock market has descended into the absurd. In most cases, it takes extensive analysis to make a reasonable assessment about a stock market and its prospects. But in select circumstances, the basic events surrounding a stock market simply speak for themselves. And China’s stock market has descended into such a troubled state.

Please click on the link to read more of my article on Seeking Alpha.

2015 Second Half Outlook: Quadrophobia

The second half of 2015 promises to deliver an interesting ride for investors. After what was a relatively quiet first half, the capital markets are being confronted with a mounting set of challenges as we enter the back half of the year. While the list is bound to grow and evolve in the coming months, at least four critically important issues have risen to the forefront for global investors to navigate as we progress through the remainder of the year.

Please click on the link to read more of my article on Seeking Alpha.

What To Do As Greece Crosses The Rubicon

For Greece, the clock is ticking precariously close to midnight. Perhaps the dial has even wound past the terminal hour. But as the new trading week begins, investor hopes of a clean resolution to the policy standoff between Greece and its European creditors have been all but dashed. Conditions could get potentially messy for investment markets in the coming days. As a result, it is worthwhile to have a well-considered strategy in place as events unfold in the coming days.

Please click on the link to read more of my article on Seeking Alpha.

Markets To Greece: We Really Don’t Care

The financial press is filled with articles containing hourly updates on the Greece debt negotiations. But with only a few more days before a number of critical deadlines are crossed, one thing that is missing from the headlines is any sense of anxiety in investment markets. Put simply, investment markets do not seem to care much about what is going on with Greece.

Please click on the link to read more of my article on Seeking Alpha.

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