Not exact matches
Despite the recent softness in data — the Citi economic surprise index for the eurozone is now at its lowest since June 2012 — markets
remain stubbornly bullish on the euro with overall
bets still near record highs as longer -
term expectations
remain optimistic.
And on the eve of Pandora's first - quarter 2018 report this Thursday after the market closes, I'm going out on a limb to say that investors could do very well by
betting its long -
term story
remains intact.
We're still to be convinced by this Blackburn & Steve Kean relationship, while we're deeply concerned with the unrealistic targets the club's owners has set for the team, but if they can conjure wins from out of nowhere, as they did during the week at West Brom, then they will
remain something of a red herring in
betting terms.
The race
remains a safe
bet for Republicans, with the successor to
term - limited Gov. Phil Bredesen (D) likely be decided in the August 5 GOP primary.
The
remaining members of Lanvin's workers union are said to be concerned about Fosun's lack of experience in the luxury sector, which requires careful brand management and the patience to place and develop long -
term bets.
I'm biased towards a positive long
term perspective myself, but I agree the sector may
remain a challenging
bet for some time to come.
This doesn't mean I'm actively avoiding the region (with plenty of value still on offer, in
terms of individual markets / stocks), it just means: i) my European stock picks are allocated elsewhere in my portfolio — Luxury Goods being an obvious candidate, with the industry predominantly headquartered in Europe (whereas in the US, one could argue Tiffany (TIF: US) may be the only genuine luxury goods company, in the more traditional sense), and ii) despite the Brexit vote, I still think Ireland (& maybe even the UK)
remains the best proxy
bet in & for Europe (as I argued in my last post).
All in all, Vietnam
remains a compelling long -
term «new China»
bet for me...
It's a safe
bet that interest rates will
remain comparatively low in the short
term, but interest rate rises in the long
term should be expected in both the US and the UK.
This is potentially cleaner than the existing process, however there
remain privacy issues with other blockchain participants having read - access to this contract and being able to see the
terms of a
bet between two of their competitors.
Whenever property values drop below replacement costs, it has historically always been a good
bet to go all - in if the job market
remains in tack long
term.