Bloomberg Lennar Corp. signage is displayed outside a sales office at the Creeks of Legacy development in Prosper, Texas. As low mortgage rates bolster demand and the economy remains supportive, homebuilder stocks are now the preferred proxy for housing market demand for analysts at Wedbush, according to a note publishedRead More →

Introduction This is the third edition of the Asian Idea Generator Weekly that profiles Asian investment opportunities via the following idea generation sources: 1) piggybacking the trades of institutional investors and insiders; 2) quantitative screens; and 3) proxies for secular investment themes. Piggybacking: Asian Insider Trades In the prior twoRead More →

“While it would be unfair to say that either the Fed or the market is clueless, no one is sure whether we are facing the definitive downswing in the current economic cycle, or another mini-pause.” That’s from a short Friday note by SocGen’s Kit Juckes, who was weighing in onRead More →

The reaction to the “Weaponization” of the US dollar via US sanctions has accelerated the ongoing global de-dollarization efforts. We outlined the rapidly unfolding developments earlier this year in our 151 page Annual Thesis paper entitled, De-Dollarization. Documented de-dollarization efforts are now underway in China, Russia, Venezuela, Iran, India, Turkey,Read More →

© Reuters. FILE PHOTO: Man holds the flags while people take part in the 35th India Day Parade in New York NEW DELHI (Reuters) – India will impose higher tariffs on 28 U.S. products including almonds, apples and walnuts, a government notification http://www.cbic.gov.in/resources//htdocs-cbec/customs/cs-act/notifications/notfns-2019/cs-tarr2019/cs17-2019.pdf;jsessionid=05BB93EF9871E631DCA5475F5330BC4E said. The new duties take effect fromRead More →