US Healthcare Overhaul Stumbling, Singapore Cyclical Rally Looking Premature
The Republican replacement for ‘Obamacare’ has been announced and looks an incoherent mess – resurgent healthcare inflation will be a drag on...
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Korea Aerospace Industries - Fighter Jets, Helicopters, & Commercial Planes (Part 1)
This report is Part 1 of an in-depth report on Korea Aerospace Industries (047810 KS) ("KAI"). While the stock is down nearly 45% from its highs in...
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Viewing Chinese Airlines Through Warren Buffett's Eyes (Seriously!)
Value investing legend Warren Buffett's Berkshire Hathaway Inc Cl A (A US) surprised the investment community when the company revealed new...
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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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Asia Market Strategy: Is There No Stopping This Bull Run?
There was nothing new in Trump's speech last night, but the US stock market surged to new highs (again). Global reflation trade over next few...
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