Forget about Marine Le Pen or any ramifications of her election in Europe, Horseman Capital Management’s Stephen Roberts says. Europe is a bargain based on old school fundamentals as economic growth is rampant throughout the region. Horseman Capital – Turning a new leaf, Horseman turns market bull, says ignore negativity It has been difficult to be a European bull, the UK-based Roberts bemoans. Domestic economies have historically been more slacker than star, based on their earnings growth. The turn to bullish cheerleader is a new tone for Horseman, often known as one of the world’s most bearish hedge funds. Highlighting…
Horseman Says Forget French Election, Europe Is A Buy!
Mark Melin
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.
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