China - Late 2012-Early 2013 Repeat
Every time the Chinese authorities try to wean the economy off monetary stimulus they are forced back into an ever diminishing cycle. 2015 is no...
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Lithium - An Outlier Among Sinking Commodities
Unlike gold and oil, Lithium is not an exchange traded commodity but is nevertheless considered one. From mid 2014, the commodities market has seen...
266 Views
Risk on Maturing in March
Our March risk on rally cycle remains intact but maturing with a concentration in our copper/energy theme. Emerging markets are our perform bet...
212 Views
March DM Dip/Peak as EM's/Copper Perform
Europe was our long over the US but we locked in Eurostoxx 50 gains Friday but kept our bank long. We locked in Nikkei gains as well.USD – SPX...
216 Views
What You Might Have Missed but Should Not on China's Supply-Side Reform
We have quite a few market surprises this year, especially from China, not to mention those from Middle East. Here I would like to mention a very...
225 Views