Shannon McConaghy,
Portfolio Manager
July 2018 Insurance That Pays You A Premium

“In Japan, demographics are becoming such a headwind that you can find sectors that are providing appealing short returns already, even as the global cycle continues. I believe they will offer even more appealing short returns when the turn comes. Kind of like fire insurance that pays you premiums before the fire, then pays out big time after fire. Of course, you still have to put the insurance on before the fire starts.”

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Market Views

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> Insurance That Pays You A Premium Shannon McConaghy July 2018
> The End of the Texas Tea Party - An Update Russell Clark July 2018
> The Changing Nature of the Chinese Renminbi Russell Clark June 2018
> A Tsunami Out of US CLO's? Shannon McConaghy June 2018
> Smartphones - Squeezing the Suppliers Russell Clark May 2018
> Is US Growth Peaking? Russell Clark May 2018
> US 10 to 30 Year Treasury Spreads Are Too Narrow Russell Clark May 2018
> Japanese Banks as a Lead Indicator Russell Clark April 2018
> Ohh No Mr Roboto Shannon McConaghy April 2018
> Fragfest Russell Clark April 2018
> VIX ETFs and short volatility strategies Russell Clark March 2018
> Semi Bad Russell Clark February 2018
> Korea, Semiconductors and a Volatility Shock Russell Clark January 2018
> Cryptocurrencies - You Gotta Know When to Hodl 'em and When to Fodl 'em Russell Clark January 2018
> Where to Next for Yen? Russell Clark January 2018
> Trade Surplus and Foreign Reserves Russell Clark January 2018
> The Chinese Demand for LNG Stephen Roberts January 2018
> Japanese Banks Facing a New Barrage of Problems Shannon McConaghy January 2018
> The Short Selling Cycle and its Profit Centres Russell Clark January 2018