Mexico - Market Review and Two Actionable Ideas
Mexican stocks have recovered from the shock election of Trump and we believe they have additional upside as the currency and equities...
122 Views
Why I've Run the Opposite Way and Traded Against ETFs Recently
When the market is oversold and I don’t know what to buy I will consider ETFs. But, to me, in this market, ETFs are WMDs. Take the sell-off in...
305 Views
Global Equity Seasonality:Â Unsplendiferous Summer
Seasonality Is a Many-Splendored Thing, but summer isn't so splendiferous.This is, of course, written with profuse apologies to Han Suyin, who...
200 Views
The Market Sentimentalist - Who's Eating Porridge?
Summary131 days into the Trump presidency (who’s counting?) and US equities are still rising but US Treasury yields have turned down after their...
249 Views
After His Catastrophic Foreign Policy Debut, Trump's Administration Faces Paralysis at Home
-From an economic standpoint, the longer Trump's domestic agenda is stalled the better. The agenda involves massive increases in defense spending,...
308 Views