argus⋮notes

Why are commercial banks outperforming?

For centuries, the first business of banks has been to fund inventories—a fairly uncomplicated and not very risky business. As inventories expand al ...

Are commodity trading firms becoming antifragile?

Commodity trading firms typically thrive when commodity prices dislocate, since such episodes typically offer up attractive arbitraging opportunities. ...

Are governmental security dimensions extending?

Governments around the world are taking steps to prioritize security, which could boost business for a range of companies, large and small. Security s ...

Where are the best regional dividend opportunities?

After years of being overshadowed by growth and tech stocks, dividend paying stocks are back in the spotlight. Dividend payers have historically provi ...

Who will benefit from the need to upgrade electricity grids?

There is a critical need for upgrading electricity grids, particularly in Europe, Japan, and China, where aging infrastructure and the integration of ...

Is Emerging Markets debt at an attractive entry point?

Current interest rates in Emerging Markets are essentially back to the 2004-2011 average, offering high total return potential above spot FX appreciat ...