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HPWM Investment Insights

HPWM Investment Insights is the blog of HP Wealth Management on our latest thoughts and musings on the financial markets.

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HPWM Investment Insights | hpwmsg.blogspot.com Reviews
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HPWM Investment Insights is the blog of HP Wealth Management on our latest thoughts and musings on the financial markets.
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HPWM Investment Insights | hpwmsg.blogspot.com Reviews

https://hpwmsg.blogspot.com

HPWM Investment Insights is the blog of HP Wealth Management on our latest thoughts and musings on the financial markets.

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1

HPWM Investment Insights: April 2011

http://hpwmsg.blogspot.com/2011_04_01_archive.html

HPWM Investment Insights is the blog of HP Wealth Management on our latest thoughts and musings on the financial markets. Monday, April 11, 2011. We reckon this is a major setback for the nuclear power industry with significant impact for decades. In the near term, oil, gas and coal will be well supported. Also, we are beginning to mull a reversal of the DM vs. EM trade in favour of EM. Tuesday, April 5, 2011. Finally, while Japan’s nuclear crisis continues to hog the headlines, markets have seemed...

2

HPWM Investment Insights: October 2011

http://hpwmsg.blogspot.com/2011_10_01_archive.html

HPWM Investment Insights is the blog of HP Wealth Management on our latest thoughts and musings on the financial markets. Friday, October 28, 2011. Finally, a deal! Tail risk of a disorderly Greek default dissipates. European leaders have finally delivered what looks like a comprehensive plan to manage its sovereign debt problems from spreading to bigger economies such as Italy and Spain and to avert a possibly ruinous banking crisis. What does it mean for equities and risk assets? Therefore, we upgrade ...

3

HPWM Investment Insights: April 2012

http://hpwmsg.blogspot.com/2012_04_01_archive.html

HPWM Investment Insights is the blog of HP Wealth Management on our latest thoughts and musings on the financial markets. Wednesday, April 11, 2012. 1Q12 was a quarter that defied expectations. Despite simmering tensions in Europe over its sovereign debt crisis, financial markets built on the momentum that had begun in November last year to propel risk assets higher. That said the labour situation, although critical to a follow-through in final demand, is not the only driver. Other factors such as gl...

4

HPWM Investment Insights: September 2010

http://hpwmsg.blogspot.com/2010_09_01_archive.html

HPWM Investment Insights is the blog of HP Wealth Management on our latest thoughts and musings on the financial markets. Monday, September 6, 2010. Risk off, risk on again? Just as I was preparing to analyse how much further US Treasury yields can fall, they staged a remarkable rebound the past week on stronger-than-expected data on employment and manufacturing in the US. The 10 year T-bond yield surged from a intra-week low of 2.46% to close the week above 2.7%. So is it "risk on" again?

5

HPWM Investment Insights: 2Q Reality Check...

http://hpwmsg.blogspot.com/2012/04/2q-reality-check.html

HPWM Investment Insights is the blog of HP Wealth Management on our latest thoughts and musings on the financial markets. Wednesday, April 11, 2012. 1Q12 was a quarter that defied expectations. Despite simmering tensions in Europe over its sovereign debt crisis, financial markets built on the momentum that had begun in November last year to propel risk assets higher. That said the labour situation, although critical to a follow-through in final demand, is not the only driver. Other factors such as gl...

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HPWM Investment Insights

HPWM Investment Insights is the blog of HP Wealth Management on our latest thoughts and musings on the financial markets. Wednesday, April 11, 2012. 1Q12 was a quarter that defied expectations. Despite simmering tensions in Europe over its sovereign debt crisis, financial markets built on the momentum that had begun in November last year to propel risk assets higher. That said the labour situation, although critical to a follow-through in final demand, is not the only driver. Other factors such as gl...

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