World Markets Watch

The Salida Capital Investment Team is the author of this monthly commentary. Each commentary provides insight into our views and expectations of the macro themes affecting the current financial markets and those shaping the markets in the future. The majority of our investment funds are fundamentally driven at the position level however our viewpoint on macro themes is instrumental in determining the strategies and sectors we focus on to explore and uncover investment opportunities. Correctly forecasting and understanding these macro themes has played an instrumental role in our long term successful track record and will continue to be a critical element in how we manage investments going forward.

World Markets Watch - July 30, 2010 *NEW*
World Markets Watch - June 16, 2010
World Markets Watch - May 18, 2010
World Markets Watch - April 21, 2010
World Markets Watch - March 17, 2010
World Markets Watch - February 12, 2010

2009 Reports
World Markets Watch - November 17, 2009
World Markets Watch - September 29, 2009
World Markets Watch - August 28, 2009
World Markets Watch - July 24, 2009
World Markets Watch - June 18, 2009
World Markets Watch - May 20, 2009
World Markets Watch - April 15, 2009
World Markets Watch - March 16, 2009
World Markets Watch - February 17, 2009