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Sell more Oil exposures

Demand is falling in China, the second biggest user of Oil behind the USA (where gasoline demand is also falling). Together they account for over a third of Total world demand for oil. Given supply...

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GDP Accelerating: Then why pay up for growth

On Monday we discussed how investors should look towards US stocks that would benefit from accelerating GDP growth going into the 2H of 2014 and beyond based on our interpretation of the federal...

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GDP Accelerating: Another reminder given rotation…

On Monday we discussed how investors should look towards US stocks that would benefit from accelerating GDP growth going into the 2H of 2014 and beyond based on our interpretation of the federal...

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GDP value versus hope and momentum…

We’ve been discussing the rotation that we’ve been seeing by investors to names that haven’t participated much in the bull market of past years (MSFT, CSCO, GE, CAT, SLB and DE as some examples) as...

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Stick to the fundamentals around GDP growth…

We’ve been discussing the rotation that we’ve been seeing by investors to names that haven’t participated much in the bull market of past years (MSFT, CSCO, GE, CAT, SLB and DE as some examples) as...

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US markets: as earning season has begun…

We’ve argued that as we went into earnings season and the first quarter came to an end, it’s safe to say that despite the volatility in the markets; overall the markets have done nothing. The press has...

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US GDP pickup best alternative….

China GDP growth was at its slowest pace in 18 months as Chinese policymakers try to avoid a hard landing by curbing consumption and investments. The next question with respect to China is will there...

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NFIB and aviate US GDP Basket

This morning, the U.S. small business optimism index was released and the index increased in May to 96.6 compared to 95.2 in April. This was a 1.5% increase MoM. Most importantly, as you can see is...

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