The Matrix: A Strategist's roving thoughts: Swiss Francs, Europe, Alibaba
Key Call: STILL people are not catching up and/or doing the work on KVP’s high conviction long DollarSwissy call, I know, I know, it’s downright...
467 Views
The IMF's Patience with the ECB Wears Thin
The updated World Economic Outlook reveals that the IMF is (rightly) fed up with the ECB’s timid approach to monetary policy. Monetary policy in...
507 Views
MV Australia Equal Weight Index Rebalance: More Inflows for RMS; TLX, TWE Deleted
Ramelius Resources will be added while Telix Pharma and Treasury Wine will be deleted. Many stocks have bigger flows from other index trackers at...
392 Views
ASX Short Interest Weekly (Feb 27th): Capricorn Metals, BHP, Electro Optic Systems
We analyzed ASX short interest report for the past week and highlight short interest changes in Capricorn Metals, BHP, Electro Optic Systems,...
276 Views
Aussie Shorts (23 Feb 2026): Westpac, Wesfarmers, Inghams, Reliance Worldwide, IDP Education
Companies mentioned in this regular weekly report include: Westpac Banking (WBC AU), Wesfarmers Ltd (WES AU), Inghams (ING AU), Reliance Worldwide...
340 Views