Month

July 2016

An Alternative to US Bank Stocks

Date: 2016-07-31 - Prepared by: The GISI
When it comes to North American banks, the best risk-reward strategy is to overweight Canadian banks at the expense of American and Mexican banks. Since January 2005, Canadian bank stocks have appreciated by 300% whereas US bank stocks have declined...
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Brief Note on Geopolitics and Investments

Date: 2016-07-28 - Prepared by: The GISI
Turkey’s President Erdogan was warned by Russia’s FSB to leave the hotel where he was vacationing, with his family, shortly before it was bombed. Vladimir Putin said “I don’t want him to end up like Gaddafi.” This is one version...
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GIS July 18 (The Key Indicator)

Date: 2016-07-17 - Prepared by: The GISI
The trade-weighted US$ is now the key leading indicator for stocks and the world economy. If the US$ continues to trade sideways, as it has since April 2016, stocks will appreciate by around 10% within the next several months. In...
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GIS July 5 (Avoid Concentration Risk)

Date: 2016-07-04 - Prepared by: The GISI
Rudy Giuliani, New York City's former mayor, has a saying: "Know what you believe.” How we interpret BrExit—its global implications and its consequences on Britain—depends, to a great extent, on our values and beliefs. If we “know what we believe,” then...
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