Archive for March 2014

Daily Note – Candy Crushed?

Summary United States:  Preview of next week’s earnings season United States:  S&P Versus Actual Profits– the gaping chasm China: Not much wriggle room Eurozone: The return of Sarko? Eurozone: The cost of Russian sanctions is depressing  the Germans   Good morning!… Read More ›

Daily Note – Hot Airbnb?

Summary: Global Valuation: “Hot Airbnb.com”? United States: Indigestion: Why the market needs Rennies! United States: Finally, rising wages?  Turkey: Government blocks Twitter, blows chances China: Getting their retaliation in first? Good morning from Dublin I have just received an email… Read More ›

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