MSCI Emerging Markets: Another Long-Term Acceleration Phase (Part 1)
The MSCI Emerging Markets Index’s (MXEF – 1,101) 5.4% decline from the late November peak of 1,161 to this week’s low of 1,098, is the largest peak...
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Global Equity Pullback = Buying Opportunity
In today’s report we highlight the follow themes: As a whole, Europe continues to lag, but we like the price patterns—mostly multi-year bases....
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MSCI Asia Free Ex-Japan: More Bullish…50%+ Upside
The MSCI Asia Free ex-Japan (MXASJ – 686) recently set a new all-time high of 694, finally moving above the 2007 peak of 689. The region joins a...
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Int'l Compass: Inflation Trade Is Gathering Steam -- Buy Energy, Miners, Autos; Stay Overweight EM
All regions—both geographic and economic—share a common through-line: bullish technicals. And we expect this trend to continue, an outlook...
334 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...
304 Views