Tag Archive: EURGBP

Taper Vs Negative Rates – Not much to choose from, Sell EUR


Between the USD and the EUR, we have more than half the world of assets covered and the 2 most powerful central banks in the world, disputably. If both central banks (not including… Continue reading

The European Investment Case – Carry Away


Europe + Japan = 1/3 World GDP Both are targeting INFLATION with QE and zero to negative rates. QE is a privilege reserved only for the world’s best <wink> because QE from a… Continue reading

Out of Inspiration : Follow JPM ?


Perhaps it was the solar eclipse yesterday that sapped the energy out of me. Or perhaps it had to do with my insane whopper of a bbq session last night that involved roasting… Continue reading