Overview #27 – The Big Beautiful Tragi-Comedy Continues
More positive news for the Uranium Sector. Jefferies upgraded the Australian uranium miners yesterday with $PDN, $BOE and $DLY rallying 15-20% & up...
627 Views
Federal Reserve Signals “Victory” over Inflation Setting the Stage for the Next Round of Inflation
The Federal Reserve plans to cut rates three times in 2024 and a total of 175bps by end 2025, keeping policy accommodative. BOJ remains loose....
573 Views
Risks Ahead for Japanese Trading Companies. Marubeni, Mitsui, Sumitomo, Mitsubishi
The investment thesis is starting to work as the reasoning behind the trade is playing out as the Japanese Yen strengthens.
895 Views
Overview #34 – China Rocks On: Bull Market Rules
A review of recent events/data impacting our investment themes and outlook. We look at some new additions in Chinese tech as the bull market broadens
922 Views
November Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
366 Views