Stay Bullish Commodities; Despite Feb Pause
Our Recommendation – Stay Overweight Commodities: We forecast the bullish trends in Commodity pricing, which has been underway since 1Q16, to...
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Pullback Opportunities in Global Metals & Mining Stocks
Global mining stocks offer an attractive, mid-cycle pullback opportunity. From steel to copper and aluminum stocks, retracements over the past...
544 Views
International Equity Strategy: Bullish Big Picture
Economic data finally confirms what the charts have been saying all year: global growth in the major regions is now in sync. We see the bullish...
337 Views
Brexit: The Clock Is Ticking and Little Has Been Achieved in Energy
Since earlier this year, I cautioned the “Business as Usual” / “no change” solution favored by the consensus as unlikely to happen in Brexit energy...
197 Views
Vedanta Resources: Getting ZINCronized
Vedanta Resources PLC (VED LN) ("Vedanta")'s rating upgrade by Moody's on 20-November reflects India's sovereign rating upgrade 3 days before, in...
343 Views