U. S. Equity Strategy: Internals Remain Weak
The S&P 500 has been testing its 200-day moving average throughout last week and again on Monday. The Index closed 0.3% below the moving...
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Autonomous Driving- A Life-Saving Knight In Shining Armour?
The coroner at the inquest on the death one Bridget O'Driscoll, which occurred in London in 1896, remarked that he hoped hers would be the last...
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IPhone Shipment; EVT Specs and Trump Tariff
In current environment, we believe that Apple Inc (AAPL US) is both an alpha and best short idea. On the company specific level, the iPhone (~65%...
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Sector Capsule: Internet Retailing in the US
Internet retailing saw current value growth of 16% in 2017, to reach USD366.0 billion. Amazon’s third-party merchants represent 30% of retail...
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Trump’s ‘Art of the Deal’ Versus Sun Tzu’s ‘Art of War’…
I’ve been in Asia seeing clients - the latest US tariffs were well flagged but coming amid weakening cyclical data and a spike in interbank rates...
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