Global Equity Strategy:
Key $70 support on the MSCI ACWI (ACWI-US) held strong last week, and ACWI-US is now inflecting topside its bullish falling wedge pattern. This...
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Investors Aren't Worried, But Tesla Seems To Be
Tesla Motors (TSLA US)stock is soaring to record heights, again, topping $1800 on Monday. That's up 30% in four days and up 113% since...
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Revisiting Our Nissan-Honda Merger Idea
The FT has an article out saying that the Japanese government had directed some initial feelers towards Honda and Nissan raising the possibility of...
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Tesla: S&P500 Inclusion Secured?
On 22 July, Tesla Motors (TSLA US) reported a profit for Q2 2020 making it the fourth consecutive quarterly profit. Hitting that milestone makes...
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Toyota – Based on Results, Long Toyota Short Honda Should Continue to Work
Toyota (just after the lunch break) and Honda (after the close) both reported FY03/20 results today. Toyota reported strong revenue 1.5% above...
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