The Market Sentimentalist - Cock-A-Doodle-Doo
SummaryGeopolitical tension has sharply escalated in the wake of yet another North Korean missile launch aimed in Japan’s general direction. For...
198 Views
Equity Decline Just Kicking Off
We have made a case for reducing long exposure and transitioning into a net short position in late July into early August and now see further...
281 Views
Can Companies Really Adopt a Single Global Anti-Corruption Policy?
 In this article John Bray discusses whether it is really possible for multinational companies to apply a single global anti-corruption policy in...
297 Views
US Rotation, EEM 44 and DXY 94.50 Inflection
ChartonicsSaturday 15 July 2017S&P updateTo view click on this link: https://www.screencast.com/t/Ayual8S3VPPYÂ 12:56 min. S&P - Rise into...
278 Views
The Market Sentimentalist -Â Strategic Impatience
SummaryBack in December we argued that the outlook for South Korea equities was constructive, even allowing for the increased risk of a flare-up in...
261 Views