Opportunities Within Energy and Materials
Global indexes remain below our key lines in the sand of $54 on $ACWX, $75.25 on $EFA, and the 200-day MA on $ACWI. As long as prices are below...
Buffett’s Stakes in Japanese Trading Firms & A Review of Korean Trading Firms Amid War in Ukraine
We would focus on GS Corp, Hanwha Corporation, Posco International Corporation, and LX International as Korean trading companies that could...
Short-Term Itochu Buyback - A Cushion, But Style Bias Matters More
Itochu has announced a buyback to execute in the next 10 weeks. It is a decent part of ADV but not overwhelming. It should support the stock vs...
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