Andiamo Italia
Brussels and Rome are inching closer together in budget discussions. This is taken as a positive by the markets this…
Brussels and Rome are inching closer together in budget discussions.…
Apple: Slowly Getting Rid of Suppliers – Revenge against Qualcomm
We brought up a couple of days ago how hated Apple (AAPL US) stock is and how that could provide…
We brought up a couple of days ago how hated…
Credit Crashing
Credit, especially European credit, iTraxx main, is crashing today. We are seeing iTraxx main put in the biggest move lower…
Credit, especially European credit, iTraxx main, is crashing today. We…
Mid-Week Reading December 12th: Up and Down We Go
We are barely through half the week and there has been plenty of news moving the markets. The cancellation of…
We are barely through half the week and there has…
To Vote or Not to Vote
The entire Brexit saga is getting more pathetic by the day. Listening to May is like listening to a broken…
The entire Brexit saga is getting more pathetic by the…
SEC Increasing Pressure on Chinese Auditors. First Step going after Chinese Companies Listed in the U.S.?
We have previously on numerous occasions written about the issues with Chinese companies listed in the U.S., and the massive…
We have previously on numerous occasions written about the issues…
France is not Italy…yet
So, Macron´s image took a beating as he defended tax cuts and new spending measures as the highly unpopular President…
So, Macron´s image took a beating as he defended tax…
The Crowd Smoked Again
We saw an interesting reversal in US markets yesterday, with Apple making an extra interesting “wash out last bulls” reversal.…
We saw an interesting reversal in US markets yesterday, with…
Everybody hates Apple – Time to Buy Apple?
There are some interesting observations to be made today. We have not seen so many bearish calls be made in…
There are some interesting observations to be made today. We…
Saudi Arabia: Expat Exodus Hurting Saudis. Country Totally Economically and Military Dependent on Foreigners
There were talks that Saudi Crown Prince would get arrested at G.20 meeting in Argentina due to his involvement of…
There were talks that Saudi Crown Prince would get arrested…
Imminent Crash as Everybody is Bearish – Or?
One of the most covered pieces of “news” on Bloomberg today is the chart below. According to Sundial Capital Research,…
One of the most covered pieces of “news” on Bloomberg…
China: Going after Apple – China Knows Its Achilles Heel
We previously wrote about China going after its own business executives and the arrest of Huawei CFO breaking “the truce”…
We previously wrote about China going after its own business…