EQD | US Election - Hedge Considerations
The US election brings uncertainty, but market impact should be limited due to enduring Trump and Biden/Harris policies. Asian equities face high...
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Crypto Crisp: Trump or Harris?
Last week delivered exactly what we anticipated in the previous edition of Crypto Crisp. Bitcoin surged past $70,000, closing in on its March...
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The Rise of Amazon's Trainium 2
In my opinion, this week’s big news in the semiconductor industry is the ramp of Trainium. It’s a bit subtle, but I will walk you through the...
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Election Watch: 4 Things to look out for on Tuesday
Everybody and their mothers are waiting for the election now. It’s driving investment decisions, markets, rates etc. – so let’s dig a little...
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[Earnings Preview] Occidental's Q3 Profitability Expected to Contract Due to Declining Oil Prices
Occidental's Q3 EPS is expected to decline due to a sharp drop in US average realized oil and natural gas prices. The firm’s high debt levels...
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