Are Global Markets Playing A Dangerous Game Of Follow-The-Leader? [Charts]
Are Global Markets Playing A Dangerous Game Of Follow-The-Leader? by Jennifer Thomson, Gavekal Capital As we noted earlier today, the Emerging … Read more
Are Global Markets Playing A Dangerous Game Of Follow-The-Leader? by Jennifer Thomson, Gavekal Capital As we noted earlier today, the Emerging … Read more
ECB Asset Purchases Boost European Consumer Staples & Health Care Sectors by Jennifer Thomson, Gavekal Capital Yesterday, we took a … Read more
Intelligently Investing In EMs Easier Said Than Done: The Largest EM ETFs Haven’t Kept Pace With Changing Landscape by Bryce … Read more
The ECB’s Balance Sheet And… by Jennifer Thomson, Gavekal Capital Since the the Public Sector Purchase Program (PSPP) was announced in … Read more
A Chart Depiction Of The Washout In EM Stocks: They Will Be Interesting Soon, But Not There Yet by Bryce … Read more
More Evidence Of China Slowing Permeating Asia – 8/6/2015 by Bryce Coward, Gavekal Capital In today’s edition of More Evidence … Read more
UK House Prices Are Booming – But Their Homebuilders Are Not Knowledge Leaders by Jennifer Thomson, Gavekal Capital Data released … Read more
Why Isn’t The American Consumer More Optimistic? by Eric Bush, Gavekal Capital The financial crisis has had a lasting effect … Read more
Clear Evidence That Demand For ETFs Is High And That Appetite Is Being Met by Bryce Coward, Gavekal Capital We … Read more
Fund Flows And The S&P 500 by Jennifer Thomson, Gavekal Capital Total assets in Commodity-focused mutual funds declined again in … Read more
Is This A Defensive-Led Market? Or A Knowledge-Led Market? by Eric Bush, Gavekal Capital Much has been made of the … Read more
Apple May Be On The Cusp For A 15-30% Relative Underperformance by Eric Bush, Gavekal Capital Calling a top in … Read more
European Distillers & Vintners: Cocktails On The Serengeti by Jennifer Thomson, Gavekal Capital As traditionally important markets have moderated their … Read more
Trusty Copper Signaling More Dis-Inflation, But It’s Not Alone by Bryce Coward, Gavekal Capital With the economic weakness in China permeating … Read more
A Look A Reported Earnings, And Subsequent Price Performance by Jennifer Thomson, Gavekal Capital With slightly more than half of … Read more