EM PM, Ecstrat

Emad Mostaque

EM PM

Ecstrat

Ecstrat is a consultancy advising on asset allocation between global equity markets, with a focus on the intersection of governments, geopolitics, governance and markets.
 
Over the past few years and more especially since the Great Financial Crisis (GFC), investors have become more focused on short-term market movements and real-time returns and have consequently neglected the analysis of the underlying structural themes that underpin longer term performance.
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More specifically we believe that the evolution of governance-based relationships between investors, controlling shareholders, labour and the state is one of the primary determinants of both relative and absolute performance between individual equity markets.
 
We will endeavour to provide investors with some of the context surrounding governance-related issues which encompass many different disciplines including history, economics and political science, as well as the financial metrics which are the most obvious manifestation of the structural characteristics of each market.
 
We will pay particular attention to the shifts and potential inflection points for governance in individual markets as these are often the best lead indicators for both economic and market performance.

Thematic (Sector/Industry)

<p>Yemen has once again hit the headlines as structural issues lead to political uncertainty and tumult. The situation may not be as bad as the headlines are likely to make it&nbsp;out however and we believe it will be contained.</p>

Yemen has once again hit the headlines as structural issues lead to political uncertainty and tumult. The situation may not be as bad as the headlines are likely to make it&nbsp;out however and we believe it will be contained.

<p>There is a high probability of a nuclear deal being agreed between the P5 + 1 nations and Iran next Friday, 20th March. This may be the precursor for energy stocks to recouple to downside and for spending cuts to spread from capex to dividends for majors.</p>

There is a high probability of a nuclear deal being agreed between the P5 + 1 nations and Iran next Friday, 20th March. This may be the precursor for energy stocks to recouple to downside and for spending cuts to spread from capex to dividends for majors.

Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

Technical Analysis

Parsley Energy Inc Class A / Technical Analysis

<p><strong>Chartonics webcast </strong>Tuesday February 16 2016</p><p><strong>Draw down prior to bullish March</strong></p><div>To view click on this link:</div><div><strong><a href="http://www.screencast.com/t/9zHCmBOXxT5" target="_blank">http://www.screencast.com/t/9zHCmBOXxT5</a></strong></div><p>6:26 min.</p><div>Our focus is on a ST top in equities tonight in NY or Wednesday followed by a draw down into next week that sets the stage for a much bigger rally in March and viewed as an equity and dollar buying opportunity.</div><p>S&amp;P buy support lies at 1,850-60. Pushing above 1,870 does initiate a more bullish bias per our view outlined Friday after key sectors hit…</p>

Chartonics webcast Tuesday February 16 2016Draw down prior to bullish MarchTo view click on this link:http://www.screencast.com/t/9zHCmBOXxT56:26 min.Our focus is on a ST top in equities tonight in NY or Wednesday followed by a draw down into next week that sets the stage for a much bigger rally in March and viewed as an equity and dollar buying opportunity.S&amp;P buy support lies at 1,850-60. Pushing above 1,870 does initiate a more bullish bias per our view outlined Friday after key sectors hit…

United States

Parsley Energy Inc, is an oil and natural gas company focused on the acquisition, development, and exploitation of unconventional oil and natural gas reserves in the Permian Basin. The Permian Basin is located in West Texas and Southeastern New Mexico.

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Parsley Energy Inc Class A (PE US)

Yemen - Dancing on the heads of snakes

Yemen has once again hit the headlines as structural issues lead to political uncertainty and tumult. The situation may not be as bad as the...

Emad Mostaque

Will an Iran deal crack oil?

There is a high probability of a nuclear deal being agreed between the P5 + 1 nations and Iran next Friday, 20th March. This may be the precursor...

Emad Mostaque

Draw Down Prior to Bullish March

Chartonics webcast Tuesday February 16 2016Draw down prior to bullish MarchTo view click on this link:http://www.screencast.com/t/9zHCmBOXxT56:26...

Thomas Schroeder

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