Global Energy Shares Breaking Out; Technology Remains Attractive
The MSCI ACWI and S&P 500 have both achieved a higher high relative to mid-April prices, which we see as a potential early indication of a...
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Sunpower: It's All About Green Investments; Company Helping to Clear the Air in Beijing
Last month Sunpower Group Ltd (SPWG SP) announced its full-year 2017 results. Executive Chairman, Guo Hong Xin, and CEO Ma Ming were both in...
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Flash Preview: Who Are the Winners in the Oil and Gas M&A Market? Indonesian E&P Outperforms by 415%
This note is a flash preview from the results of my analysis ranking the top performers in the global upstream oil and gas M&A market which...
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Look to Commodity Sectors for Leadership
While Tech continues to plot higher, still mocking reversion-to-the-mean forces, sector leadership is broadening into value segments. Two...
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International Equity Strategy: Bullish Big Picture
Economic data finally confirms what the charts have been saying all year: global growth in the major regions is now in sync. We see the bullish...
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