Archive for July 2014

Daily Note – Stock Picking

Summary Eurozone: Problems mount in Portugal United States: Federal Reserve moves into the stock picking game United States: Retail Sales improve further China: Better GDP data Russia: Industrial production slows in June   Good morning, In Monday’s note we discussed… Read More ›

Daily Note – Wakey Wakey

Summary Winning the German way Thoughts on irrationality and carry trades United States: What to expect from Q2 Earnings United States: Small business sentiment slows China: CPI slows in June United Kingdom: Industrial production slows in May Good morning, I… Read More ›

Daily Note – Mental Flaw

  Summary: Australia: Housing bust? Irrational mrkets and solvency IMF set to trim global growth forecasts Eurozone: German industrial production slows again Eurozone: Ifo’s Sinn Urges Debt deal Good morning, Keynes once observed that markets can remain irrational longer than… Read More ›

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