Fundamentally Speaking: Q2-Earnings Review & Market Outlook
By Lance Roberts, Real Investment Advice With the markets closed yesterday, there is little to update you on with respect…
By Lance Roberts, Real Investment Advice With the markets closed…
Emerging Markets Explained in One Picture
USD denominated debt for various Emerging Market Countries. Presented without further comments. Source: Dealogic, Euroclear, Thomson Reuters, Trax  
USD denominated debt for various Emerging Market Countries. Presented without…
Trump Signs Order Loosening Requirements for Retirement Withdrawals – Affects Asset Managers
On Friday 31st President Trump presented an executive order on Retirement accounts.  The directive says the government should look into…
On Friday 31st President Trump presented an executive order on…
Update- Amazon Outperforming Google and Facebook Since Announcing Ad Business
In our article,“ Amazon Going After Google and Facebook’s Bread and Butter”, from last week we outlined the rationale for…
In our article,“ Amazon Going After Google and Facebook’s Bread…
Caramba in Spanish Banks – Biggest Exposure to Most Toxic Emerging Markets
Of all the large financial institutions in the world, Spanish banks have the largest exposure to main trouble-spots in emerging…
Of all the large financial institutions in the world, Spanish…
Emerging Markets, ETFs and South Korea
Nobody has missed the explosion of ETFs and how popular they have become over the past decade. Expressing views on…
Nobody has missed the explosion of ETFs and how popular…
Russian Internet Update – Yandex Gaining Market-Share
Yesterday we wrote about the Russian Internet companies possibly setting up long trades and concluded: Mail.Ru (MAIL LI) and Yandex (YNDX…
Yesterday we wrote about the Russian Internet companies possibly setting up…
DAX and Euro Stoxx 50 Chart Update
Below are a few charts updates of European index majors. DAX is putting in an ugly candle today (again). As…
Below are a few charts updates of European index majors.…
Weak SEK, Falling Swedish PMI Implying Red Alert for Eurozone
Elections in Sweden are closing in. We have previously written about the chaotic political landscape developing in the kingdom of…
Elections in Sweden are closing in. We have previously written…
Russian Internet Companies – Next Dominant Players?
Alibaba (BABA US), the Chinese internet giant is close to finalizing a joint venture with one of the two big…
Alibaba (BABA US), the Chinese internet giant is close to…
Tropical Storm Gordon Hits Gulf Coast – Oil Companies could be affected
The National Hurricane Center has noted that Tropical Storm Gordon could become a Hurricane as it goes through the Gulf…
The National Hurricane Center has noted that Tropical Storm Gordon…
Tencent – Getting Hit From Everywhere – Biggest Component of Emerging MSCI Index
Tencent (TCEHY US), the biggest company in China and one of the biggest companies in the world, has recently been…
Tencent (TCEHY US), the biggest company in China and one…
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