A Kurdish conundrum & Egypt faces the ghosts of Algeria
Below are some thoughts on the current situation in Turkey re: the Kurdish flare up, the likely outcome of which will be an AKP majority...
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Who's Afraid of Deflation?
Concerns about deflation - the phenomenon of falling prices of goods and services - in the wake of the financial crisis, have provided the...
381 Views
Islam, Terror, Politics and Oil - Part 2
Align yourself with the Qatar government, $200bn in GDP, $200bn in assets for 200,000 civilians who own 96% of the stock market. Qatar Investment...
432 Views
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...
414 Views
Fifth Third to Acquire Comerica: Major US and Global Index Implications Triggered
Fifth Third’s $10.9B all-stock acquisition of Comerica – closing Feb 1, 2026 – will drive passive flows, upweighting FITB and removing CMA from...
252 Views