Markets are at a Tipping Point

  Our work indicates that financial markets are at a tipping point and policymakers are probably getting very worried. After significant downward moves for equity markets and bond yields in the first two weeks of…

Panama’s Progress Report

There is no other way to put it: Panama is booming. This year the economy is expected to grow by 6%, that’s ten times more than the regional average. But the one-year-old administration of President…

Dangerous Signals Appear in Financial Markets

  We held our quarterly investment meeting last week (please see the chart pack at www.rmginvestment.com/investment-bulletins), and as you would expect, in both preparing for the meeting and in discussion during the meeting, we thrashed…