Conditioned order in Japan: short financials if no more stimulus is added by BOJ on Tuesday night

INTRODUCTION During last months in Japan, extreme monetary policies – also known as Abenomics – implemented by the duo Abe-Kuroda to fight deflation and give a kick to the stagnant economy, have caused a huge reaction all over the markets: the Yen has been slashed, Nikkei index has been skyrocketing Read more…

Long Tesla Motors

Elon Musk’s creation, after having beaten analysts’  estimates just 11 days ago following the release of its first quarter earnings – which proved to be way beyond expectations – is now on a tough up-going rally. Surely this trade should have been implemented earlier but we believe there is still Read more…

Update on Dell’s LBO

Silver Lake Partners IV, Assets Under Management: $7.5bn Dell Inc. Mkt Cap: $23.61bn Blackstone Group L.P., Blackstone Capital Partners VI  Assets under management: $13.5bn Icahn Enterprises L.P. Mkt Cap: $9.18bn   Following our last comment on Dell’s buyout on 16.03.2013, we decided to write a follow-up to elaborate on the recent events concerning Read more…