Top 5 Macro Trades in 2016Q1
This is a very short note on my top 5 trade recommendations in 2016 after the close of 2015 based on my previous note of 2016 outlook (i.e. be...
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CSI 300 Index Earning Revision (Mar): ZIJIN MINING, YUNNAN ALUMINIUM, PING AN INSURANCE
We analyzed CSI 300's consensus for Mar 2026 and highlighted changes of EPS in ZIJIN MINING, YUNNAN ALUMINIUM, PING AN INSURANCE, Xinjiang Daqo,...
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Be Aggressive in Q1 2016 and Be Defensive Through Rest of 2016
This is a quick note on macro views in 2016. The analysis is largely based on cycles of industrial production, inventory levels, real estate...
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2016: A Year of Reckoning, But Possibly Not as Painful For The Prepared
I've been on the road meeting clients, ex-clients and friends and will have more to report after the holidays. But wanted to flag some takeaways...
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Why the Renewable Energy Boom Has Legs
The drive to green power is the well-understood destructive impact of fossil fuel consumption:Investment in renewable energy is driven by the...
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