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
Islam, Terror, Politics and Oil - Part 1
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...
458 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
Primer: Franklin Resources (BEN US) - Sep 2025
Franklin Resources is a global asset management firm facing significant headwinds from persistent net outflows in its core fixed income and...
221 Views
Digital Core REIT Gains New Substantial Shareholder
Institutions were net sellers of Singapore stocks, resulting in a net outflow of S$221 million from March 7-13. Franklin Resources acquired...
242 Views