Welcome to JolleyLetter

This site will help you manage market risk and identify risk-reward opportunities down to the stock level. My goal is to save you time and make your life easier. The tours on the navigation bar above assist quick assessment of market trends and the risk environment. The commentaries at right guide you through our evolving market assessment. This site is a work in progress and your suggestions are welcome.

Warm regards,
Mark Jolley.

Three Observations on China and Europe

October 21, 2011

* I will be on leave on Monday as we head into one of the most pivotal risk events of recent years, the European Summit (now delayed until 26 October) to unveil the re-worked EFSF. Most funds will de-leverage into this event and likely take a neutral market position. Declining equity market volumes are indicative [...]

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Chart of the Day: China’s Biggest Problem

October 18, 2011

* China’s biggest problem is that the economy is evolving in entirely the wrong direction. * Today’s first chart plots the trend in the GDP shares of Household Consumption and Gross Fixed Capital Formation, respectively. China has been heavily reliant on GFC and needs to build the consumption share of GDP. Unfortunately, these shares have been moving [...]

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Sample of a Second Article

October 6, 2011

This is just to show how the ‘Newspaper’ effect will look. I’ve currently set it to display 8 articles on this page (4 rows). We’ll delete these two articles once you have some to pu up here.

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Hello world!

October 6, 2011

Welcome to WordPress. As soon as you give me your content we’ll put it up here. You wanted the Home page to be a series of snippets like a newspaper. As articles are added they will appear as snippets on this page.

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