POSITIVE MACRO CALL ON UNITED KINGDOM
The premise behind the ZYX Change Method is to build positions before the change is widely recognized. The diagram illustrates the point.
Our macro positive call on United Kingdom is based on the changes in the United Kingdom entering the second stage . Now is the time to build positions to generate highest alpha.
In due course there will be wider acceptance in UK that the country is not as rich as they thought. UK is also likely to become less internationalist, less European and more inward looking. We are beginning to see early signs of the shift from Royal Navy and Foreign Office budget cuts.… Please click here or the title below to read more.
July 18, 2010