Equity Decline Just Kicking Off
We have made a case for reducing long exposure and transitioning into a net short position in late July into early August and now see further...
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Can Companies Really Adopt a Single Global Anti-Corruption Policy?
In this article John Bray discusses whether it is really possible for multinational companies to apply a single global anti-corruption policy in...
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US Rotation, EEM 44 and DXY 94.50 Inflection
ChartonicsSaturday 15 July 2017S&P updateTo view click on this link: https://www.screencast.com/t/Ayual8S3VPPY 12:56 min. S&P - Rise into...
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The Market Sentimentalist - Strategic Impatience
SummaryBack in December we argued that the outlook for South Korea equities was constructive, even allowing for the increased risk of a flare-up in...
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10% 1H 2017 Portfolio Gain
We run through our biggest gainers and losers in the first half of 2017 month by month for closed positions and where we stand with our current...
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