Why do I believe Portugal is an interesting investment opportunity?

Why I believe Portugal looks like a good investment? There are many different ways to approach investment and many investors tend to fiercely defend their style. We have value investors looking for assets that are cheap and great. Momentum managers tend to like companies that aren’t as cheap anymore but have already started trending. Then … More Why do I believe Portugal is an interesting investment opportunity?

European Macro: European Sentiment Indicator (ESI) March 2017

Europe Macro: ESI March 2017 As I talked about in my post about USA PMI (here) there is this debate going on about hard data vs soft data. Some people suggest the last rally in the markets was because of the expectation of a stronger economy. Some suggest it was just a “trump rally” that … More European Macro: European Sentiment Indicator (ESI) March 2017