Can Japan Inc Protect Earnings on the Downside?
If and when the downturn does come, it is likely to be painful around the world. Based on past experience it is likely to be very painful in Japan,...
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U.S. Equity Strategy & Sector Commentaries: Defensive Sectors Leading = Unhealthy Market
The “Big” rally has now faded less than a week from its start. While many point to a robust economy, strong GDP, and a strengthening U.S. dollar as...
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TSMC (2330 TT): A Generalist's Guide
Smaller, Faster, Cheaper, Denser has become the motto of the foundry industry. I think Daft Punk and the TSMC wafer fab technicians would...
1.5k Views
Facebook 3Q Results: Are the FANGS Safe...for Now?
After a brutal 2Q18 downgrade, Facebook Inc A (FB US) reported a decent set of 3Q results, with revenues less than 1% below consensus alongside a...
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AI Readings - Is AI Becoming an Oligopoly?
FEATURE NEWS Will Mobileye reduce Intel’s dependence on PC and Server markets? Intel made a splash when they acquired Israeli company Mobileye for...
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