GOLDILOCKS DC? — “For me, the DC stalemate combined with fading Trade Wars, no change in corporate taxes and deregulatory air in Washington would be something of a ‘Washington Goldilocks’ situation, so I am watching everything very closely. My biases and preferences ar...

February 6, 2018

Merlin Asset Management Commentary – January 2018

More (ir)rational exuberance? 

The excitement of synchronized acceleration of global economy combined with scant evidence of rising inflation pushed the equity markets sharply higher in January with increasingly optimisti...

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March 8, 2019

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