Brazil
Feb
07
2014
Can The EM Problem Spread To DM? Yes, If It Gets Bad Enough
The current EM weakness is not yet a full-blown crisis but, if it does become one, it will drag down developed economies too.
Nov
07
2013
Supply/Demand Dynamics Drive Three Emerging Market Energy Themes
We find hidden opportunities in Equipment & Services Providers, Coal and Natural Gas. We consider these themes longer term holdings instead of short-term plays
Sep
10
2013
Navigating Reversals In The Emerging Markets
Identifying opportunities given this summer’s momentum reversals and currency vulnerabilities.
Mar
05
2008
Not As Bad As January...
First, let us be thankful February 29th only occurs every four years. No, we haven’t done a historical performance analysis of past leap year extra days, but you can be certain somebody now has. Whatever, it was a bad end to February 2008.
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