Fuller Treacy Money

“Fidelity Investments, which oversees the largest China funds outside of the mainland, is joining Goldman Sachs Group Inc. in saying that Chinese stocks are a buy following the worst selloff in two decades.” (Bloomberg) Our view? There have been some big short positions in China’s stock markets, including from some... Show More

Fuller Treacy Money

The sharp pullbacks currently underway among the major iron-ore miners tend to obscure the fact that the Continuous Commodity Index found support this week in the region of the psychological 500 area. Additional upside follow through next week would suggest at least a reversionary rally back up towards the MA... Show More

Fuller Treacy Money

Putin Says Sanctions Jeopardise U.S., EU Energy Deals. Russian President Vladimir Putin has warned that further economic sanctions over the Ukraine crisis may lead Russia to reconsider participation by U.S. and European Union companies in energy and other key industries. Sanctions between powerful countries are high-stakes poker with a considerable... Show More

Fuller Treacy Money

High-Frequency Front Running. Veteran subscribers are very familiar with the debate concerning high-frequency trading (HFT) because Fuller-Treacy Money has been posting articles on the subject and writing about it throughout the last five years, as the historic Archive will confirm. Michael Lewis and others who have expressed criticisms of HFT... Show More

Fuller Treacy Money

China's policies are intertwined. Two clear results of the People's Congress have been a willingness to allow systemically unimportant companies declare bankruptcy and to allow the Yuan to weaken. In many respects these two policies are intertwined. If the administration is to cut off funding to failing entities it will... Show More

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