Blockchain as an Investment Theme
In a world where computer code is trusted more than human-run operations – especially amongst tech-savvy, urban Millennials – blockchain is a...
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EM Leadership Screen & Chart Book: Technically Attractive EM Stocks
This report highlights actionable EM stocks from across industries and regions. This week's report highlights the following: Latin America is...
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Buy Energy Stocks; Brent Is Bottoming; Japan Breaking Out; Buying Opportunity in European Financials
Global technicals still relay a bullish outlook. Breakouts and bullish inflections are widespread, especially in Europe and Japan right now, as...
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Money Matters: The Failure of Inflation Targeting and the Implications for the Cost of Capital.
Advocates of inflation targeting claim that central banks can control prices through monetary policy and that by targeting a relatively low and...
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Money Matters: Deutschland Über Alles?
Eurozone inflation announced today came in "on target" at 2% for the first time in 4 years!! To give credit where credit is due, between 2001 and...
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