Strategy

Playing Russian Sanctions: Maybe No Fill-up at Lukoil Gas Stations

While I’m not surprised to see the weekend press dominated by the impact of sanctions on Russian macro, I have been pretty clear in saying the Russian economy was headed for flat to slightly higher (+0.5%) GDP growth in 2014 unless the world economy demanded much greater from the commodity space.

Analysis Commodities Crimea Energy Healthcare Russia Strategy Telecom Tim Seymour

Trade Our New EmergingMoney Country Allocator Index (EMCAI)

Your Ticket to Investing in Emerging Markets Smarter than the MSCI EM Index. The Emerging Money EM Country Allocator Index (EMCAI) is a snapshot of Emerging Markets via a top down country allocation, providing a dynamic, broad-based look at Emerging Markets through country specific ETF’s.

Commodities Currencies Developed Multinationals Energy Financials Investing Market Updates Stocks Strategy Tim Seymour