Switch into XLB Materials ETF (What Did You Notice in the First Three Minutes of La La Land?)
It's theĀ end of the year - time to reflect on the past year, spend time with friends & family, think about changes to one's portfolio, and...
304 Views
2017 Asset Allocation Outlook ā Part 2: Trump Reflation Euphoria to Fade?
The overwhelming investor consensus a year ago was for further EM/commodity downside amid deflation fears - this year it is a USD secular bull and...
450 Views
Market Is Wrong on US Tariffs for Chinese Steel
The market is expecting US tariffs on Chinese steel exports wrongly believing Chinese are major steel Ā exporters to the US.Steel exports to US...
2.6k Views
Investing in Electric Vehicles
Electric vehicles (āEVsā) have been around for some time now in various shapes and forms. While they have always held immense promise, mass...
767 Views
Global Cement Outlook: Geographic Mix Makes Cemex Our Top Pick
Global GDP growth prospects have faded in the past several years, weakening the overall outlook forĀ highly cyclical cement demand and resulting in...
1.1k Views