Forget about Marine Le Pen or any ramifications of her election in Europe, Horseman Capital Management’s Stephen Roberts says. Europe is a bargain based on old school fundamentals as economic growth is rampant throughout the region.

Horseman Capital - Turning a new leaf, Horseman turns market bull, says ignore negativity
It has been difficult to be a European bull, the UK-based Roberts bemoans. Domestic economies have historically been more slacker than star, based on their earnings growth.
The turn to bullish cheerleader is a new tone for Horseman, often known as one of the world's most bearish hedge...

