China - Late 2012-Early 2013 Repeat
Every time the Chinese authorities try to wean the economy off monetary stimulus they are forced back into an ever diminishing cycle. 2015 is no...
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Lithium - An Outlier Among Sinking Commodities
Unlike gold and oil, Lithium is not an exchange traded commodity but is nevertheless considered one. From mid 2014, the commodities market has seen...
272 Views
March DM Dip/Peak as EM's/Copper Perform
Europe was our long over the US but we locked in Eurostoxx 50 gains Friday but kept our bank long. We locked in Nikkei gains as well.USD – SPX...
223 Views
What You Might Have Missed but Should Not on China's Supply-Side Reform
We have quite a few market surprises this year, especially from China, not to mention those from Middle East. Here I would like to mention a very...
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The Outlook for Copper Prices Is Worse than Most Think
The outlook for copper prices is worse than most think. Battered copper mining stocks may now screen as cheap, but we see further...
255 Views