Category Archives: 2016

THE BRAVE NEW WORLD OF TRUMPONOMICS

15 Dec, 2016 Arminius has made money for our investors in November and December by being long assets which have benefitted from the Trump rally, but we bought these assets because we expected them to rise in value regardless of Trump’s policies. Arminius makes investment decisions on the basis of long term data, not by…
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THE BRAVE NEW WORLD OF TRUMPONOMICS

15 December, 2016 Arminius has made money for our investors in November and December by being long assets which have benefitted from the Trump rally, but we bought these assets because we expected them to rise in value regardless of Trump’s policies. Arminius makes investment decisions on the basis of long term data, not by…
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OPEC’s Christmas Present For Donald Trump

1 Dec, 2016 Much to our surprise, OPEC has managed to reach agreement on cutting its production from 33.8 million barrels of oil per day (m b/d) to 32.6m b/d. Saudi Arabia will bear the lion’s share of the cuts – 0.5m b/d of the total 1.2m b/d. Kuwait, Qatar and the United Arab Emirates,…
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