U.S. Equity Strategy: Market Too Good To Be True?
Our outlook remains bullish and we continue to recommend adding exposure on pullbacks. In today’s report we highlight attractive Groups and stocks...
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U.S. Equity Strategy: Small-Caps Testing Critical Resistance; Downgrading Communications
As bullish developments pile up, the weight-of-the-evidence continues to support our belief that we may be in the early stages of a broad-based...
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Economists' Dirty Little Secret: Protectionism Works!
The 1930s provide a cautionary tale -- with rampant protectionism causing global trade to shrink, exacerbating the Great Depression and leading...
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Australian Credit: Alumina Demonstrates The Value of Active Credit Investing
On the 21st of September 2016, Alumina Ltd (AWC AU) eceived a double notch credit downgrade from Standards & Poor’s (S&P) and as a result,...
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Trade and Diplomatic War Perks up Aluminum Prices
Grab a beer whilst it is still cheap; we expect consumers of steel and aluminum to pay a higher price because of trade and diplomatic wars. We...
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