The underperformance of energy stocks

. Marcuard's Market update by GaveKal Dragonomics By Louis Gave Charles Gave likes to say that good money management often involves taking a few key decisions and sitting on them for a

Europe’s road to reflation

. Marcuard's Market update by GaveKal Dragonomics By Nick Andrews With fears of a political upset laid to rest, the European reflation trade is in full swing. The flash eurozone composite PMI

Kaletsky: Stop worrying and buy Europe

. Marcuard's Market update by GaveKal Dragonomics By Anatole Kaletsky The market reaction made good sense, assuming that the opinion polls — which turned out to be uncannily accurate in the first

France: Opinion polls got it right

. Marcuard's Market update by GaveKal Dragonomics By Cedric Gemehl For once the opinion pollsters got things right. Although the candidates of France’s traditionally dominant left and right wing parties were both

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