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...
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Buy Dip for March Rally
This issue concentrates on what to buy into touted late February weakness for a March rally and our more strategic energy and metals bottoming...
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Asia into Next Week
Our view for a zig zag uptick sequence has not changed and counting on a secondary low in the S&P and oil to provide support for a final uptick...
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Announcing the International Solar Alliance
As the COP21 summit flagged off in Paris yesterday, Indian Prime Minister Narendra Modi, along with his French counterpart, Francois Hollande,...
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Is an OPEC Cut Imminent?
In my last thoughts on oil, where I plotted some of the structural factors that might take it over $100 in the next few years, I noted that the...
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