Publications ATWEL - investment advisory services, hedge fund http://atwel.com/en/publications Tue, 03 Jan 2012 15:09:14 +0000 Joomla! 1.5 - Open Source Content Management en-gb July 2011 Global Macro newsletter available http://atwel.com/en/publications/5-news/28-july-2011-global-macro-newsletter-available http://atwel.com/en/publications/5-news/28-july-2011-global-macro-newsletter-available We have published new version of Global macro newsletter with this content:

          1. CONSEQUENCES OF A BUDGET IMPASSE
          2. IF YOU CANNOT SHORT OATs, SHORT FRENCH BANKS INSTEAD
          3. GLOBAL PMIs
          4. IS THE IRISH DEBT ATTRACTIVE?

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                              ]]>                               richard.koza@atwel.cz (Richard Koza) News Mon, 25 Jul 2011 00:00:00 +0000                               Global Macro idea – Irish Debt http://atwel.com/en/publications/5-news/29-global-macro-idea--irish-debt http://atwel.com/en/publications/5-news/29-global-macro-idea--irish-debt We just published article Is The Irish Debt Attractive? based on our Global Macro research . Feel free to comment it.

                              Our Global Macro research is available for clients.  Check it yourself

                              ]]>                               richard.koza@atwel.cz (Richard Koza) News Mon, 11 Jul 2011 00:00:00 +0000                               June 2011 Global Macro newsletter available http://atwel.com/en/publications/5-news/27-june-2011-global-macro-newsletter-available http://atwel.com/en/publications/5-news/27-june-2011-global-macro-newsletter-available We have published new version of Global macro newsletter with this content:

                                    1. RISKS ARE MOUNTING UP
                                    2. FED SHOULD TIGHTEN BUT IT WILL NOT
                                    3. WHAT ARE THE LEADING INDICATORS TELLING US?
                                    4. EGYPTIAN STOCKS CHEAP COMPARED TO CREDIT
                                    5. END OF FINANCIAL ENGINEERING, RISE OF INDUSTRIAL ENGINEERING

                                                      Use our global macro research for your portfolio immediately - subscribe and enjoy 3 months free trial

                                                      ]]>                                                       richard.koza@atwel.cz (Richard Koza) News Wed, 29 Jun 2011 00:00:00 +0000                                                       May 2011 Global Macro newsletter available http://atwel.com/en/publications/5-news/26-may-2011-global-macro-newsletter-available http://atwel.com/en/publications/5-news/26-may-2011-global-macro-newsletter-available We have published new version of Global macro newsletter with this content:

                                                          1. MORE THOUGHTS ON GOLD   
                                                          2. SMALL CAPS VS. LARGE CAPS
                                                          3. DOES COPPER STILL HOLD IT’S PHD IN ECONOMICS OR HAS IT FALLEN VICTIM TO CHINESE FINANCING SHENANIGANISM?
                                                          4. DEVELOPMENT ECONOMICS – CASE STUDY ON INDIA

                                                                          Newsletter is available for members only but if you are interested in it you can check it with 3 months free trial available.  Subscribe here

                                                                          ]]>                                                                           richard.koza@atwel.cz (Richard Koza) News Fri, 03 Jun 2011 00:00:00 +0000                                                                           When to sell your gold ? http://atwel.com/en/publications/5-news/25-when-to-sell-your-gold- http://atwel.com/en/publications/5-news/25-when-to-sell-your-gold- Late last year, we were trying to short gold on the movement in world real rates. We had a beautiful chart, great correlation and a trade that should have performed magnificently (Chart 1). Yet, it did not. True, gold fell from 1400 to 1300, but nowhere near 1150 as we expected. As you can see on Chart 2, the correlations did not really break up, but the gold got boosted by some special alpha....

                                                                          Read more on FT Tilt

                                                                          ]]>                                                                           jan.kaska@atwel.cz (Jan Kaska) News Fri, 27 May 2011 00:00:00 +0000                                                                           April 2011 Global Macro newsletter available http://atwel.com/en/publications/5-news/24-april-2011-global-macro-newsletter-available http://atwel.com/en/publications/5-news/24-april-2011-global-macro-newsletter-available We have published new version of Global macro newsletter with this content:

                                                                            1. INFLATION AND UNIT LABOR COSTS
                                                                            2. HOW LONG WILL ECB KEEP HIKING AND WHEN DOES EURIBOR GET TOO EXPENSIVE?
                                                                            3. WHEN TO GO SHORT VOLATILITY?
                                                                            4. EXPENSIVE OIL AND LONG TERM IMPLICATIONS OF ELECTRIC CAR CONCEPT

                                                                                          Newsletter is available for members only but if you are interested in it you can check it with 3 months free trial available.  Subscribe here

                                                                                          ]]>                                                                                           richard.koza@atwel.cz (Richard Koza) News Thu, 28 Apr 2011 00:00:00 +0000                                                                                           March 2011 Global Macro newsletter available http://atwel.com/en/publications/5-news/23-march-2011-global-macro-newsletter-available http://atwel.com/en/publications/5-news/23-march-2011-global-macro-newsletter-available We have published new version of Global macro newsletter with this content:

                                                                                          1. REVISITING EUR/SEK
                                                                                          2. JAPANESE EARTHQUAKE AFTERMATH
                                                                                          3. NUCLEAR ENERGY IS NOT DEAD
                                                                                          4. PARTICULARLY UNCORRELATED INDIA

                                                                                                      Newsletter is available for members only but if you are interested in it you can check it with 3 months free trial available.  Subscribe here

                                                                                                      ]]>                                                                                                       richard.koza@atwel.cz (Richard Koza) News Sat, 02 Apr 2011 00:00:00 +0000                                                                                                       Entering Era of Natural Gas - Global Macro Strategy http://atwel.com/en/publications/5-news/22-entering-era-of-natural-gas-global-macro-strategy http://atwel.com/en/publications/5-news/22-entering-era-of-natural-gas-global-macro-strategy We just published our global macro trading idea with title : Entering Era of Natural Gas.

                                                                                                      It is available for free download .

                                                                                                      We welcome your comments. Feel free to contact us with your comments and questions.

                                                                                                      ]]>                                                                                                       richard.koza@atwel.cz (Richard Koza) News Thu, 10 Mar 2011 00:00:00 +0000                                                                                                       February 2011 Global Macro newsletter available http://atwel.com/en/publications/5-news/21-february-2011-global-macro-newsletter-available http://atwel.com/en/publications/5-news/21-february-2011-global-macro-newsletter-available We have published new version of Global macro newsletter with this content:

                                                                                                      1. AFRICA ON THE RISE
                                                                                                      2. IMPORTANCE OF WATER
                                                                                                      3. JAPANESE HOUSEWIFES LAUGHING OFF
                                                                                                      4. DM/EM

                                                                                                                  Newsletter is available for members only but if you are interested in it you can check it with 3 months free trial available.  Subscribe here

                                                                                                                  ]]>                                                                                                                   richard.koza@atwel.cz (Richard Koza) News Tue, 08 Mar 2011 00:00:00 +0000                                                                                                                   January 2011 Global Macro newsletter available http://atwel.com/en/publications/5-news/20-january-2011-global-macro-newsletter-available http://atwel.com/en/publications/5-news/20-january-2011-global-macro-newsletter-available We have published new version of Global macro newsletter with this content:

                                                                                                                    1. SINGAPORE DOLLAR
                                                                                                                    2. DEAN FOODS BONDS
                                                                                                                    3. REVISING REITS THESIS
                                                                                                                    4. ASIAN INFRASTRUCTURE BOOM
                                                                                                                    5. BANCO SANTANDER OUTPERFORMING BANCO POPULAR

                                                                                                                              Newsletter is available for members only but if you are interested in it you can check it with 3 months free trial available.  Subscribe here

                                                                                                                              ]]>                                                                                                                               richard.koza@atwel.cz (Richard Koza) News Sun, 30 Jan 2011 00:00:00 +0000