Strategy

May 16, 2017

MidLincoln Chart Art

Mining for Market  Ideas

New Silk Road From Beijing to Barcelona

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Bond Yields is a one good reason for European stock performance. Not?

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Spike in HK yields is mostly caused by dislocation in coal markets which caused record losses for HK trader Noble Group. Yields spike..

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Energy Sector is the worst in global equity sectors performance ytd.

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Average IPO Performance to date by country % this year.

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Betting on European Election - Choose DAX

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Russian carry trade - does it all stops here?

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Gold funds inflows slow down� Will the gold price follow?

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Czech, Russia, Poland and Egypt equities are way off their pre-Lehman highs..

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Emerging Market Currencies vs. USD in April are softer.

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Russia Dedicated Fund Flow Turns More Positive

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Iraq, Venezuela, Angola and probably Russia yields

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Emerging Markets Investors Are Cautious �

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Quant funds inflows still in the negative

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Most Negative Among European Bond Yields

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Dollar (DXY) � Break Out is Likely

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Global Sectors - PE vs Growth

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Key Quant Indexes YTD Performance

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Quant Funds Outflows - Less

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Brent Oil price vs. USD Index (DXY). Dollar strength is the key to oil price dynamics

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Emerging Markets Funds Post inflows much more often then outflows recently

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Quant Funds Keep Posting Small Outflows

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Average Debt To MarketCap across Countries

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Worst 20 Markets Last Year Vs. Their YTD Perfromance..

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Ukraine - unexpected winner this year

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Gold�s heads and shoulders � rally to be short lived?

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Gold and Precious Metals Funds Show Outflows

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