Market Commentary (June 2016)
Our sixty-page market commentary for the month of June, including macro analysis and trade ideas across asset classes-- macro, volatility,...
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Too Much Going On To Be Bullish (Cont.) Noble, Stock Updates
In this part: Continued discussions with Strategists, Investors. ...Noble Scuttlebutt. Pacific Basin disaster. Oil Rebound Picks from last year....
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Too Much Going On To Be Bullish
I've been doing my mid-year round up with strategists, investors and ship-owners, and while i have remained generally positive on the commodities...
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Dragon Capital's VEIL Fund: A 3rd London Listing for Vietnam May Emerge Next Month
Transition from the Irish Stock Exchange to the London Stock ExchangeDragon Capital’s fund Vietnam Enterprise Investments Limited, which currently...
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Generation Hashtag as an Investment Theme
Forget everything you learned about Millennials....Millennials were ‘digital’ as defined by the discrete electronic tasks they performed on...
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