Fasanara Capital: risk of a heavy sell-off in the months ahead Upcoming catalysts for risk-off: US earnings, OPEC meeting As anticipated in previous updates, we remain wary of more equity weakness to come, and stay put. In global equities, limited upside is combined with the risk of a heavy sell-off in the months ahead. We keep dry powder ready should the market become way cheaper between now and September, as we expect. Within this background, two catalysts are particularly relevant over the next few days: US Earnings next week We believe that acknowledgment of falling earnings will meet…
Fasanara Capital: risk of a heavy sell-off in the months ahead
Guest Post
If you are interested in contributing to ValueWalk on a regular or one time basis read this post http://www.valuewalk.com/guest-posts-hedge-fund-letters/ We do not accept any outside posts or even ads on penny stocks, ICOs, cryptos, forex, binary options and related products.