Emerging Money Daily Audio Call March 5 – On today’s call we highlight outperformance of Europe and a rebound in global markets today despite Dollars strength that’s pushing EM currencies to the brink.
Recapping a couple macro themes from today that are part of larger macro views we have.
Today’s headlines on Greece are NOT in the market’s volatility range or where equities should feel comfortable at this level.
But making money in the oil trade is another. Oil analysts have been largely wrong in the last month on oil prices and the strong rally off the lows.
Argentina has been the expected roller coaster for investors over the last 30 months (see chart of the Merval) as the political pendulum has swung back and forth on change and willingness to negotiate in good faith with western creditors.
…Not Yet. Look at the chart of the EEM and you can see we continue to find slightly higher low points
Emerging Money Daily Audio Call February 9 – On the call today we recap her Renda’s weekend data from
“Ride my see saw, take this place on this trip just for me”