Mega Bullish CITIC
Citic has been covered as a bull play in our regular weekly product from the 11.20 area and just broke above significant resistance at 11.60. The...
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EM Managers - Most Avoided Stocks
• The 830 stocks in the benchmark MSCI Emerging Market Index all represent legitimate investments for global EM active managers. Whilst publicly...
335 Views
Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for Carriers
Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for CarriersBackground - Space shortage has disrupted the...
2.5k Views
Dry Bulk Shipping - Why It's Time for Dry Bulk Stocks to Take a Breather
Dry Bulk Shipping - Why It’s Time for Dry Bulk Stocks to Take a BreatherWe have been positive on the dry bulk sector since mid-2016 but the near...
250 Views
100+ Years On, The Fed Needs a Complete Overhaul (Seasonally Adjusted Economists Need Not Apply)
This is not so much a book review as a re-direction and discussion in light of 1) recent Fed comments posted on SK, including my ex-colleague (and...
198 Views