2018 Annual Investor Letter

A reflection on 2018 & looking forward to a fresh start

December 2nd - December 16th, 2018

Climate Change Investment Opportunities, India Investment Analysis Telefonica Brasil S.A. & More...

November 18th - December 2nd, 2018

NYSE:KOS, Flattening Of The Yield Curve, China Housing Market & More...

Novembert 4th - November 18th, 2018

The Japanese Yen Opportunity, Natural Gas & Brexit

October 21st - November 4th, 2018

Approaching End Of Market Cycle, Advanced Oncotherapy, US Government Bond Yields & More...

October 7th - October 21st, 2018

Is JC Penney Next To Collapse, 5G & Autonomous Cars

September 23rd - October 7th, 2018

Playing The Tech Slowdown, Belgacom-Proximus & Diageo

September 9th - September 23rd, 2018

NYSE:PBR, NASDAQ:MU & Hurricane Florence: A Macroeconomic Analysis

August 26th - September 9th, 2018

Emerging-Market Slump, EPA:FLOW & More...

August 12th - August 26th, 2018

Lithium, Oil Refinery New Regulations & Tesla Going Private?

July 29th - August 12th, 2018

Long RUB/USD, Criteo-ADR & Chesapeake Energy