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Francesco Checcacci  

  • The Chinese Conundrum: Devaluation Or Free Float?
    Mon, Aug. 24 CNY, FXI, FCA 6 Comments
  • QE Is Dead. Long Live QE
    Fri, Jan. 23 FXE, IEV, UUP 11 Comments
  • The End Of Carry Reloaded: Gold - Hold Your Fire
    Nov. 13, 2014 GLD, UUP, FXE 4 Comments
  • Gold: New Boundaries
    May 14, 2014 GLD, IAU, PHYS 6 Comments
  • History Might Have Started Again-Fasten Your Seatbelts And Watch Your Portfolios
    Mar. 10, 2014 GLD, SPY, IWM Comment!
  • The End Of The Great Carry: Winners And Losers In A Post-QE World
    Jun. 24, 2013 UUP, UDN, FXE 6 Comments
  • The Price Of Political Uncertainty In Italy: How Much It Costs And Why It Could Be A Bargain
    Mar. 11, 2013 EWI, FXE Comment!
  • Politics And Investments In Italy: Keep Calm And Carry On
    Feb. 28, 2013 BUND, BUNL, BUNT Comment!
  • Eurozone Peripherals: Opportunities For 2013
    Jan. 14, 2013 ITLY, ITLT, BUNL Comment!