Thyssenkrupp: Turnaround Underway
The spectacular sale of Elevators has transformed TKA’s balance sheet and the performance problems are finally being addressed. The cash from the...
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Double-Whammy Likely Ensured Trump Will Be a One-Term President; but NAFTA and Syria Deals Advance
Last Tuesday (21st August 2018), Donald Trump's presidency suffered two body blows in quick succession, as his former lawyer pleaded guilty to 8...
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Week Ahead in Global Macro: US NFP, Tariffs, ECB, BOJ, RBA, China NPC/CPI/Trade, BOC, BNM
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Go strategic long Norwegian Krone vs EUR...
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A Few FWIW Insights (FX … Stocks … Performance Drivers)
The simple stupid catalyst for change in performance this summer is the decline in the US dollar.Against the Euro the USD has essentially gone from...
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POSCO Secondary Placing: Steel Fundamentals Challenging
A Posco shareholder is selling down USD140mm worth of stock after market today in an accelerated book build. In this insight we evaluate the deal...
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