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...
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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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Tesla Inc. – Run Tesla Run
Tesla Motors (TSLA US) (“Tesla” or the “Company”) defied every skeptic and naysayer on both sides of the Atlantic Ocean and the Pacific Ocean by...
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