The past week began with disappointment stemming from Japan’s lack of direct currency intervention and risk aversion looked probable to continue into the week. This was not the case as better than expected Australian 2Q GDP started a ripple effect culminating into a global wave of positive data surprises. Upbeat
By Morningstar:
By Patricia Oey
While we usually recommend using single-country funds as satellite holdings given their niche exposure, we think iShares MSCI United Kingdom Index (EWU) is suitable as a core foreign-equity [...]
By Caiman Valores:
Since my last Ecopetrol (EC) update there have been news stories publicizing an extraordinary event; Colombia’s Ecopetrol surpassed Brazil’s Petrobras (PBR) by market cap on Tuesday 15th May 2012, to become the largest [...]
By Morningstar:
By David Whiston, CFA, CPA, CFE
We believe current U.S. light-vehicle sales are far below where they should be, and assuming no further supply constraints, we are very optimistic [...]
By Bard Luippold:
“If I were one of these crazy hedge fund guys, with the slick haircuts and fancy shoes and racing stripe shirts, the trade I’d put on is 10-times-leveraged natural gas long versus 10-times [...]