Earlier today I published not just a review of my macro calls for 2016 but my top ten macro theme calls for 2017. You can read about these here.
And - at the time of writing this - I just wrote up the stocks joining and leaving the Financial Orbit preferred lists in the regular quarterly reshuffle that I undertake. You can read about these changes here.
So no matter if your interest is big picture or bottom-up stock analysis there is some thought-provoking new research to read.
Happy New Year!
Founder, Financial Orbit Limited