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Nouriel Roubini says reports of the dollar’s demise are greatly exaggerated (Marketwatch, 3 min read) Roubini argues that recent dollar weakness is due to cyclical factors not structural ones [Bullish dollar]
Reasons (not) to be cheerful (GMO, 9 page read) GMO presents a bearish equity view and argues Fed is not supporting stocks. [Bearish US equities]
Can Investors Time Their Exposure to Private Equity? (Journal of Financial Economics, 33 page read) Little is known about the practical aspects of investing in private equity across market cycles. New evidence shows that partners are limited in their ability to protect themselves against downturns in private equity performance that come on the heels of strong periods of fundraising in the industry.
Gold Still Shines Bright (PIMCO, 1 min read) PIMCO present their bullish gold view. [Bullish gold]