Strategy: Around the Horn 2018, the Long and Short of It. Pacific Basin Initial Notes
People who bought China, Nvidia Corp (NVDA US), iShares MSCI Emerging Markets Indx (ETF) (EEM US) somewhere in 2017 performed well. A bit below the...
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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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The Case for Growth in Minor Bulks From EVs (Initial Study & Workbook in Bulk Shipping)
Forecast numbers on EV (and autonomous EV/auto) ridership are all over the map. But it is also clear that EV growth and demand for raw materials...
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U.S. Equity Strategy Weekly
Breadth is waning – there’s no question about that. Yet selling appears to be discriminate, so far, as if there’s a reason behind which stocks get...
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Trump Tax Impact on US-Mexico Auto Industry Could Have Greatest Impact on Mazda/Mitsubishi
What are the Alternative Taxes and Tariffs Under Consideration and the Objective and the Nature of Each Option?In the US, the Trump Administration...
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