ANALYSIS
Analysis features an integral part of the Exclusive Capital research team. In addition to the spontaneous fundamental insights our experts provide, in-depth analysis is one major element that our experts apply.
27 Jul 2020
Don’t count out US shale producers yet
OPEC expects demand for its crude oil to rebound in 2021, even surpassing pre-COVID-19 levels. This sharp increase in demand for OPEC oil, surprisingly, will not be...
24 Jul 2020
Is Europe a buy?
A very interesting chart from Bloomberg shows that Facebook has a higher market cap than the entire Italian market. Is this realistic? The answer is yes. On the one...
21 Jul 2020
Be careful what you pay for
There is a quite roll over happening over the past several weeks that we have not seen for a while. That is, money moving out of the technology sector and rolling over to the broader market. Granted...
17 Jul 2020
Dollar on the retreat
The dollar has been going lower and the Euro has been grinding higher. This is good news for dollar funding, US corporate earnings, and for global equity markets.
13 Jul 2020
Market prospects? Binary outcome
With COVID19 still in our lives, it’s hard to make any kind of prediction until the problem ends or becomes insignificant. But even if the problem ends, it might be a...
10 Jul 2020
Markets do not represent the real economy anymore
One of the reasons why investors are puzzled and confused by the current rally, is because the real economy is mostly not represented in the main indices. The main indices are dominated by technology...
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