torsdag den 22. december 2016

A contrarian bet for 2017 and the latest from Evil Knievil

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DAILY BULLETIN
Thursday 22 December 2016
Is this country the ultimate contrarian bet?
by Nick Sudbury | Funds | 4 mins. to read
Mexico
There are plenty of financial forecasts knocking around at this time of year, but the most entertaining are the 10 deliberately outrageous predictions from Saxo Bank. These are intended to flag up the outlier events with the most potential to move the markets. You can read them all here.

The one that caught my eye was number eight on the list: "Despite Trump, the Mexican peso soars – The market has drastically overestimated Donald Trump's true intention or even ability to crack down on trade with Mexico, allowing the beaten-down peso to surge."

This is probably the ultimate contrarian bet given Trump's fierce anti Mexican stance, which he first made public in June 2015 when he announced his candidacy for the presidency: "I would build a great wall, and nobody builds walls better than me, believe me, and I'll build them very inexpensively. I will build a great, great wall on our southern border. And I will have Mexico pay for that wall."

 
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LATEST STORIES FROM OUR BLOG

Stanley GibbonsStanley Gibbons: Above 10p could lead back towards 18p

by Zak Mir | Trading | 1 mins. to read
Stanley Gibbons (LON:SGI) was founded in 1856, but it would appear that the troubles at the stamp collecting group in the recent past have been worthy of a Dickensian novel.
 
Click here to read the full story

2017
Get ready for a profitable 2017


With 2016 almost behind us and the Christmas holidays just around the corner, there will soon be plenty of time to spend with family but also to re-think your investment portfolio

 
Click here to read the full story

Magic can hang around for longer than is convenient

by Evil Knievil | Evil Diaries | 1 mins. to read
MP Evans (LON:MPE) surprises me. It was always known that KLK would fail at the first acceptances stage with their 740p bid where the major shareholders (55%) had in mind perhaps 840p.
 
Click here to read the full story

Cloudbuy: Rare triple bottom reversal

by Zak Mir | Trading | 1 mins. to read
One of the New Year resolutions I am going for is to look for reversals in stocks and markets as early as possible. This is especially pertinent in the context of Cloudbuy (LON:CBUY).
 
Click here to read the full story

Gastronomic nationalism gives investors food for thought

by Victor Hill | Equities | 8 mins. to read
In the January edition of the MI magazine I'm going to be talking about food. Specifically: why global agribusiness is likely to step centre-stage in the next decade.
 
Click here to read the full story
QUOTE OF THE DAY

"The meek shall inherit the Earth, but not its mineral rights."
                                                J. Paul Getty
MASTER INVESTOR VIDEO EXCLUSIVE
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LATEST EDITION OUT NOW

The end of globalisation - we reveal the winners and losers
  • Good morning Vietnam - Wake up to the next emerging markets star
  • Small companies, big deals - the small caps punching above their weights
  • Neil Woodford - The secrets of Britain's best-known fund manager
  • Trumpanomics - What does it mean for your portfolio?
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Master Investor Magazine 19
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