U.S.Dollar Weakness A Tailwind For International Markets
Markets are showing signs of weakening at logical resistance as we anticipated in last week’s Int’l Compass - we recommend being selective in new...
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Return of the Gold Trade: Buy the Miners
With gold prices moving higher, the gold miners are likely to have outsized gains. We are seeing widespread price and relative strength bottoms...
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Screening the Silk Road: Q1-2019 Small-Mid Cap GARP (Zulu Warrior Screening)
Value made a comeback, but growth remains core: In May 2018, we examined the divide between value and growth stocks, ( Notes from the Silk...
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Northern Star Resources Placement - Great Track Record Helps, Although It Already Has Enough Cash
Northern Star Resources (NST AU) plans to raise up to US$127m (A$175m) to part fund its purchase of the 4.1Moz Pogo gold mine in Alaska. While the...
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EM and ACWI Showing Decisive Breakdowns - Metals & Miners Still Attractive
Global markets have deteriorated considerably over the past couple weeks. The MSCI EM index has decisively broken down below the 60,000 major...
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