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Matein Khalid If ever any investor needed a real time lesson in emerging markets risk, the timebombs in Ankara, Jakarta and Bogotá to provided it. President Erdogan ordered the arrest of his top rival…
Matein Khalid I have warned my friends that US recession risk was rising alarmingly in the past month as I saw…
Matein Khalid There is no economic reason why OPEC+ chose to add barrels to the global oil market at a time…
Matein Khalid There is no doubt in my mind that the epic US equities bull market is now over since the…
Matein Khalid 2024 was the annus horribilis for luxury stocks as the Dragon Empire’s cultural DNA under Xi Dada pivoted to…
Matein Khalid Some guy wrote to me that I was bearish for 4-years. Poppycock! In mid-Jan, I wrote a bullish analysis…
Matein Khalid Had Warren Buffett, oracle of Omaha, been born North Indian, he would have summarized Wall Street’s temper tantrum since…
Matein Khalid I butcher the great Regency poet William Blake’s surreal ode to tigers and dark satanic mills “China, China burning…
Matein Khalid My mystical vegan-pivot makes Christmas goose taboo for the rest of my life but my quest for those rare…
Matein Khalid Who would have thought that an elegiac hillbilly like J.D. Vance would articulate the requiem for the Western Alliance…
Matein Khalid An English poet once lamented, “golden boys and golden girls must, like chimney sweeps, also turn to dust”. The…
Matein Khalid SpaceX is up 7X since my post in 2020, when we invested at $46 billion pre-money and it is…
Matein Khalid The selloff in emerging markets FX before Trump granted a 30 days reprieve to Canada/Mexico on his 25% tariff…
Matein Khalid t is significant that President Trump, despite his bluff and brinkmanship with 25 percent tariff threats against Mexico and Canada,…
Matein Khalid Trump’s vision of Gaza as a “riviera of the Middle East” at his press conference with Netanyahu, whose IDF…
Matein Khalid The ideologues of MAGA assured us that Tariff Man’s threats were pure bombast and Wall Street believed them, the…
Matein Khalid In a week where Nasdaq’s fabled AI trade was slammed by the emergence of Chinese startup DeepSeek and the…
Matein Khalid The ghost of Austrian School economist Joseph Schumpeter must be turning in his grave since his theory of creative…
Matein Khalid “O liberty, what crimes are committed in your name!”. So lamented a Girondist noblewoman as she gazed at the…
Matein Khalid Two tragic plane crashes in Azerbaijan/South Korea and now terrorist outrages in Las Vegas and New Orleans take the…
Matein Khalid It is an ironic twist of history that the world’s largest Muslim country, an archipelago of 18,000 islands, whose…
Matein Khalid Jim Cramer renamed his dog Nvidia and I have renamed my periodic Mag-7/MAGA bull sessions with my fellow Nasdaq…
Matein Khalid US money center banks/I-banks had their best year in 2024 since the pre-Covid Stone Age. My fav turnaround names…
Matein Khalid I am still puzzled by the frenzied selling in the bond market after the FOMC cut its dot-plot projections…
Matein Khalid sTrump 2.0 will be all the more potent in reshaping America’s economic destiny since the White House, the Senate…
Matein Khalid I wrote a column on Vornado (VNO) as a buy at 18 in Sep’22 as it was slammed by…
Matein Khalid The S&P 500 Index was the ultimate Thanksgiving gift to investors in US equities though the party poopah sectors…
Matein Khalid The weekend Crony Club dinners in the finest watering holes/pizzerias of Dubai are as long as they are liquid…