Top 5 Macro Trades in 2016Q1
This is a very short note on my top 5 trade recommendations in 2016 after the close of 2015 based on my previous note of 2016 outlook (i.e. be...
287 Views
Be Aggressive in Q1 2016 and Be Defensive Through Rest of 2016
This is a quick note on macro views in 2016. The analysis is largely based on cycles of industrial production, inventory levels, real estate...
215 Views
2016: A Year of Reckoning, But Possibly Not as Painful For The Prepared
I've been on the road meeting clients, ex-clients and friends and will have more to report after the holidays. But wanted to flag some takeaways...
229 Views
Fosun International: Another Sell Off
Following the disappearance of the company's chairman Guo, Fosun International's shares were suspended from trading on Friday. The stock price...
270 Views
Fosun International: Fear Creates Opportunity for This Conglomerate
My observation of China leads me to be bullish only in select circumstances. China's economic slowdown has driven other countries to slowed...
267 Views