Why Hold Japan, Part II: Comparative Valuation Among G7 Economies
"Why Hold Japan?" is a question that recurs among foreign investors, now the greatest cohort of investors in Japanese stocks. Â The question tends...
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Long Oil Bets Gaining Traction
Chartonics webacast Tuesday 22 November 2016Long oil betsTo view click on this link: http://www.screencast.com/t/DfLJoQGY2fGR 6:28 min. Brent -...
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S&P 2,190 Fade and EM Positioning
Chartonics webcast Wednesday 16 November 2016To view click on this link: http://www.screencast.com/t/0omiTDQY 8:27 min.S&P 2,190 fade and EM...
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How to Fix Oil Prices
This piece highlights my recent proposal for a mechanism to solve the enforceability and adaptability issues faced by OPEC in their proposed...
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Action Points and Our November Buy List Part I
Chartonics Tuesday 25 October 2016Action points and fresh bull positioning webcastWe are reducing short positioning.Taiwan needed to turn down...
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