MSCI ACWI, STOXX 600 Breaking Out, Adding Fuel for Further U.S. Equity Market Rally
In today’s report we reiterate our bullish U.S. investment thesis, recap significant technical levels across indexes, and highlight attractive...
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NVIDIA. Robust Rebound Tempered By A Seasonally Uncharacteristic, Tepid Outlook
Nvidia's CY Q32019 was the company's second quarter in a row of solid recovery from the troughs of their two-quarter long down cycle, triggered by...
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AMD. A Cautionary Note As Share Price Bounces Around Record Highs.
As Advanced Micro Devices share price continues its latest in a series of remarkable bull runs, we sound a cautionary note based on two key...
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Intel. What Really Lies Beneath The Year-Long Supply Constraint Fiasco?
On November 20'th last, Intel issued an open letter to customers to address widely reported concerns about CPU supply shortages. The company...
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U.S. Equity Strategy: Up and to the Right
In this publication we outline our U.S. equity strategy, and provide a detailed analysis and actionable ideas within each of our 12 Sectors. The...
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