Inflation Peaking?; ACWI, ACWI Ex-US Near Support; Many Bottoms-Up Stock Recommendations
We're starting to see signs that inflation is peaking, as commodity prices have pulled back substantially or are breaking, and the Energy $XLE and...
536 Views
MSCI ACWI, ACWI Ex-US, EM Testing Logical Support; Actionable Themes: Defensives & Reopening Stocks
We are testing the March lows in several global indexes, including the MSCI $ACWI, ACWI ex-US $ACWX, and EM $EEM. While this is a logical spot for...
420 Views
Widespread Price Rises at Japanese Retail and Wholesale
Japan is finally getting inflation after a decade of government failed efforts. We examine the wholesale, retail and consumer response to evaluate...
308 Views
Buying Metals/Mining and Consumer Staples
Commodity prices remain in a secular bull market, and now even gold is joining the rally. This is bullish for global metals/mining stocks (precious...
299 Views
🇯🇵 JAPAN • Results & Revisions 12/15 Askul, Coca-Cola B,Tsuruha
• BEST & WORST • Tuesday's best and worst pair is Askul (2678 JP) and Coca-Cola Bottlers Japan (2579 JP)....................
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