Weekly notes – Some big scary numbers, George Magnus still bearish on China, BH Macro performs, buy Disney and Bremner on Ukraine

What I have been buying in the last two weeks, and why China is killing the west in the battery sector. Plus some big scary numbers form the last two weeks in the markets. expect more bad news......

I’m still on an extended summer holiday and normal business will resume next week (27th of June). As with the week before last, I have a weekly wrap of interesting observations, stats, and stories

Macro: Fund flows still looking dismal and earnings threat

Some useful macro headline numbers form the US equities team at Deutsche. They all point to very weak…