Sunday, June 28, 2015

China: Why buy into market weakness?

Everyone knows that the Chinese markets took an 8%  pummeling last week, especially on Friday. Why we think that this represents a buyi... Read More >>

Tuesday, March 31, 2015

Europe & Japan: Overweight

Just go with the flow and buy these two markets: liquidity-driven upside whilst politicians kick the empty & noisy can of reforms down the road... Read More >>

Monday, January 26, 2015

Greek elections: plus ca meme chose

Tactical volte face.  Readers know that just this Friday, 23rd January, we caved-in to the market reality stronger European bourses, cour... Read More >>