After having a month to read many outlooks and reports about the upcoming year I have determined these are the trends I believe will continue for the remainder of 2017. 1. Economic Growth USA – I believe the US expansion is late in the cycle and will see an acceleration of growth. The USD will […]
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2017 Trends
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UK Economy and Brexit
Back on June 29, 2016 I suggested that Brexit = Y2K and that UK stocks should do well (here and here). What I meant was that Brexit was a non-event. In fact it was a positive for the UK economy as it removed a level of bureaucracy. I was certain that the UK would still be […]
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Brexit and UK Stocks
The Leuthold Group compared Brexit vs. the exit from the Exchange Rate Mechanism (when Soros famously shorted the Pound for a billion in profits) and so far the results are similar, however, UK stocks started froma lower base in 1992. Will it be the same? Leuthold Group
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Buy UK Stocks and Short German Stocks
Back on June 29, 2016 I wrote a post suggesting Brexit = Y2K suggesting it was a non-event and stated: “BUY THE POUND AFTER THE TROUGH. England may rid itself of Scotland and Northern Ireland (areas that receive more government revenue than they contribute) making England stronger. London, like Zurich, are both outside the EU. Both […]
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