ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
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US Earnings Momentum Weak as Greek Saga Resumes
Despite the record highs for US indices, most EM currencies have regained USD levels seen pre-election as volatility subsides and carry trades...
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Lawson's Big Boots Adventure Begins
In The First Lawson Pooh adventure, I quoted A.A.Milne...When you see someone putting on his Big Boots, you can be pretty sure that an Adventure is...
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Japan's Aggregate OP up 3% in the First Part of 3Q Earnings Season.....
With approx. 200 names already reporting 3Q numbers. We looked at the Market and Sector numbers to see who is best positioned to beat full-year...
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Lawson Tender - 1 Week Left
The Smartkarma community has discussed the Lawson Inc (2651 JP) partial tender deal in several insights:As discussed in the "first Winnie", there...
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