Achtung BMW!
BMW said today, Tuesday, 2018 profits are likely to fall due to uncertainty from the escalating global trade war as…
BMW said today, Tuesday, 2018 profits are likely to fall…
Macro and Credit – White Tiger
By Martin, T., Macronomy “Earnings don’t move the overall market; it’s the Federal Reserve Board… focus on the central banks,…
By Martin, T., Macronomy “Earnings don’t move the overall market;…
Oil at Multi Year Highs
Oil extended recent gains after OPEC rebuffed Donald Trump´s advice to boost production. Brent broke above key levels yesterday and…
Oil extended recent gains after OPEC rebuffed Donald Trump´s advice…
Food Delivery Sector – M&A Ramp-Up to Come?
Uber is in talks to acquire food delivery company Deliveroo. Uber has stated that  they want to expand in the…
Uber is in talks to acquire food delivery company Deliveroo.…
Italy – Government to Release Fiscal Plans on September 27th – Watch the Banks
The Italian government will present their budget on the 27th of September. Financial markets (and EU) are mainly focused on…
The Italian government will present their budget on the 27th…
Bashed SEK Revives Post Elections
Below is a quick chart update of the SEK and how it has performed after the uncertain elections that were…
Below is a quick chart update of the SEK and…
Volatility and the Fragility of the Medium – Must Read Piece
Another must read piece on volatility, fragility, liquidity and what to expect going forward. The below is the introduction to,…
Another must read piece on volatility, fragility, liquidity and what…
Brexit – Stocks with Biggest Exposure to a Hard Brexit
A hard Brexit seems more likely post the recent breakdown of negotiations between UK and the EU. Companies with large…
A hard Brexit seems more likely post the recent breakdown…
Weekend Reads September 22th
Most of the previous weeks’ front pages concerns still remain. Let it be trade-wars, the economy, elections and so forth.…
Most of the previous weeks’ front pages concerns still remain.…
NASDAQ Continues Lagging – Not Great
The bull continues and the S&P 500 index takes out new all time high levels, almost on a daily basis.…
The bull continues and the S&P 500 index takes out…
Brexit Humiliation
The Brexit saga continues. The Salzburg summit is surely something Theresa May will want to forget quickly. Waking up to…
The Brexit saga continues. The Salzburg summit is surely something…
Bitcoin Taking Off?
The entire crypto space has imploded post the bonanza we saw last year. One of the more prominent investors in…
The entire crypto space has imploded post the bonanza we…
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