Europe Tag

4 Stocks to Avoid in Europe

28 Oct, by Knowledge Leaders Team in Uncategorized

Using our relative strength point and figure charts, we are always on the look out for stocks with deteriorating momentum.  Through years of managing portfolios, we have learned the hard way that 80% of portfolio problems will come from 20% of the stocks. The following...

ZEW Survey

15 Oct, by Knowledge Leaders Team in Uncategorized

In keeping with the familiar trend among European data releases, Germany appears to be the lone bright spot in an otherwise lackluster survey of economic sentiment:...

European Industrial Production

14 Oct, by Knowledge Leaders Team in Uncategorized

In spite of a better than expected monthly rise in production (in August), industrial activity in the five largest European countries continues to contract on a yearly basis– with the exception of Germany:And the recent tick down in the PMI Manufacturing survey would not suggest...

Plunging European Inflation

11 Oct, by Knowledge Leaders Team in Uncategorized

Inflation in the Spain and Italy is plunging at rates reminiscent of 2008-2009. From StreetAccount:Draghi says ECB guidance allows rate cuts on volatility: Bloomberg cited comments from ECB President Draghi, who said that the central bank’s pledge to maintain rates at low levels explicitly allows...

European Equity Markets YTD

11 Oct, by Knowledge Leaders Team in Uncategorized

While all major European markets are currently positive so far this year, equity performance has been led by Greece, Ireland, and Spain:...

European Banks On A Tear

10 Oct, by Knowledge Leaders Team in Uncategorized

Over the last 3 months, every bank in Europe has outperformed the MSCI World Index, some by 50-70%. Two-thirds of the companies sell for below book value....