Measuring Rally Caps
Counter trend rally call in the global cycle is now coming through after some heart wrenching support tests Thursday. We are targeting S&P...
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The Macro Take: Get the Picks Out for Gold and Silver Miners
It's time to break out the analysis on gold and silver miners Some goldminers are trading well below P/B, with potential price moves of +4x just...
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AmpGFX - Oil may be stabilizing, rate pressure on EUR
As we head towards the US payrolls report, US rates have continued to drift up this week, building on the rise last week on a less dovish than...
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Pan-Asia Radar: What's Outperforming MSCI AC Asia Ex-JP (AAXJ US), What's Crowding | Mar 30–Apr 3
​Pan-Asia Radar Weekly snapshot: Korea and Taiwan lead in performance, India and China A lag. India and tech semis flagged for risk. Tactical:...
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Ankara: Cui Bono?
This note looks at the background of the recent Ankara bombing, the political situation in Turkey and its position in the region.The note starts...
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