JPEL Private Equity: A Free Lunch
The UK market currently has a lot of companies trading at very cheap valuations, some justifiably, some less so. Liquidity and investor interest...
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Not Just Scotland: McGuinness, Brexit and the Dismantling of the United Kingdom
(As a mark of respect and solidarity with those killed and injured in London on 22 March, I have delayed this note by 24 hours. My sincere...
1.3k Views
The Market Sentimentalist: Ready, Steady, Brexit
Summary:Article 50 is due to be triggered by the UK government within the next two weeks, marking the formal start of Brexit negotiations with the...
264 Views
The Market Sentimentalist: French Election Special
The upcoming French election has, as we warned previously (The Market Sentimentalist: Redshift Politics), rattled investors. Intra-regional...
235 Views
Inflation Is Back, and Euro Weakness Is Unlikely to Return in 1H 2017
-Eurozone inflation jumped to 1.8% YoY in January 2017, the highest since February 2013 and perilously close to the ECB's target. With European...
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