** The latest edition of Financial Orbit Highlights is out. If you would like to be added to the distribution list (and are not already on there) then please contact me **
‘It is not easy but there are themes out there…so stay active’
Last Monday I launched Financial Orbit Wrap as a daily email summary of the Financial Orbit public website output. Summaries are important to every investor. Daily we are barracked by a huge amount of information and filtering through that to find those few truths is the key to an investment success. That is why I am writing the Wrap…it helps me and hopefully it helps my readers too.
So what have been my highlights of the last week?
· The Dutch and the IMF agree that it is not easy;
· Emerging markets have bounced back…despite China not playing ball;
· Corporate margins need to be understood;
· Some themes for H2: a weakening euro and hopes of improvement;
· Where the new wealthy are coming from
Feel free to contact me on any aspect of the above…or anything else in fact.
Founder, Financial Orbit