Monday, April 14, 2014

Big News on one of my macro thesis fronts

Japan starting up the nuclear reactors despite high public opposition.  This makes sense given that without home grown nuclear power, the country’s debt dynamic situation becomes extremely precarious.  The leadership knows that without nuclear power, Japan could face a financial bond meltdown at some point in the future.

The last article is rather bearish on whether the atomic industry in Japan can pick itself up.

  • A recent Reuters analysis shows as many as two-thirds of the country’s 48 idled nuclear reactors may have to be left closed because of the high cost of further upgrades, local opposition or seismic risks.” - (Reuters)
Monday, April 7, 2014 Monday, March 24, 2014

RCS Investments Macro Commentary March ‘14

RCS Investments Macro Commentary March ’14

Macro Commentary March '14

Good morning,

Included is a synopsis of the macro landscape and possible future implications. Asset allocation considerations to follow soon.  In the meanwhile, you can check out my most up to date fund fact sheet.

Thank you for your support,


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Saturday, March 22, 2014 Monday, March 17, 2014 Saturday, March 15, 2014 Friday, March 14, 2014 Thursday, March 13, 2014 Wednesday, March 5, 2014