Baltic Dry - It's That Time of Year. Again. [2018 Version]
This insight starts with a bit of history. It is entirely extraneous to the data, but I think the history is kind of fun. If you want to get right...
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Pullback Opportunities in Global Metals & Mining Stocks
Global mining stocks offer an attractive, mid-cycle pullback opportunity. From steel to copper and aluminum stocks, retracements over the past...
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International Equity Strategy: Bullish Big Picture
Economic data finally confirms what the charts have been saying all year: global growth in the major regions is now in sync. We see the bullish...
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MGX: "Cash Is King" – Not Always
Mr Market is pricing Mount Gibson Iron Ltd (MGX AU) for less than its net cash and liquid assets on its balance sheet, which implies that an...
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21 Things Worth Knowing Today (Issue 2)
1. Catalonia's parliament voted for full independence - with the Spanish government about to apply Constitutional rule 155 and take over...
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