The size of ECB QE is not priced in – Massive European Equities Upside
With CHF last at 0.9033, we are +5% (unlevered) on the cross since the Fri Jan 16th call where it closed at 0.8587. I continue to believe and...
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Global Asset Managers Are Breaking Out -- Add Exposure
Out of favor for the past three years, global asset managers are making a comeback, technically speaking, as seen by (1) the industry’s breakout...
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