Lykeion Research - May '23

Lykeion Research - May '23

Turkey, DAX, Oil, US-China, Germany-Ukraine, Recession, Gold, Debt Ceiling.

Research
Research

Rumors of Erdoğan’s demise were greatly exaggerated.

Time to consider going long Turkey.

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Research
Members Public

Lykeion Research - April '23

MOVE vs VIX, The Dollar's Demise, Turkey's Elections, ISM and Unemployment, Russia-Ukraine War Update, Brazil's Geopolitical Strategy, and Sudan's Proxy War.

Research
Members Public

Finding Relative Value in Emerging Markets

Jacob and Roger explain why, given the current level of uncertainty, it might be wise to look at relative value opportunities within emerging markets.