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Odd Bins - some portfolio chnages of consequence!
Odd Bins - some portfolio chnages of consequence! Investment Conclusion. The long Yen Vs US$ position is being reinstated. The long/overweight German equity positions is being sold. Risk factors for equities global equities are rising, not falling even if the threat of a re…
German Election Update: An Economy Class Seat Instead of 1st Class to the Right Destination
A Midnight Update on the German Elections. ( sorry for typos etc. they will be righted in the report version) On balance this was an ok result. Not a dream ticket, But one that will begin to move Germany towards econimic revival. Among European equities Germany is…
Germany - The Winds of Change?
Germany Bundestag Elections. A victory for a Grand Coalition led by the CDU’s Friedrich Merz, made up of the major parties (CDU/CSU + SPD plus possibly FDP or Greens), which controls two thirds of the seats in Bundestag & Bundesrat, would open the door to dramatic reform in…
Is Germany a Casket Case?
Investment Conclusion. Germany is on the cusp of a major opportunity to reform its economy and galvanise that of the EU as well. The process is within its political grasp. If it lets it slip it could well be the EU that shatters on the floor. This piece is the storyline of how t…
IS Le Dounut Francais (1)
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Central Bank Update
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
The ECB - Has It Killed The Golden Goose
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
The Fed - A Trinity Of Thoughts
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Panacea Or Plaster
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
EU Energy - The Art Of The Possible
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.