Global Equity Seasonality: Q4 Trends
Over the observable past using index data and Fama-French "6-portfolio" data (the data intersections of small cap and large cap with Value,...
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Sizing up Baidu (And Alibaba), Part 1 of 2
In this Part 1 of a two-part series, I size up Baidu by market cap and market share, and get dragged into sizing up Alibaba as well. Baidu's market...
299 Views
Waymo and Intel Collaborate on the Autonomous Car; Turning Intel the Only Semi Competitor to Nvidia
What's new?After Fiat Chrysler Automobiles Nv (FCAU US) left Waymo to join BMW-Intel autonomous car platform in August 2017 (" Fiat Chrysler Is...
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How Big Will the Global Music Industry Be in 2030?
After years of decline, the past two years have seen a steady improvement in the music industry's fortunes, and consequently we are starting to see...
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Advertising Industry Gets Disrupted, as Central Bankers Fly Blind…
We’ve seen a number of advertising sector profit warnings from Dentsu to WPP amid signs that key clients across the FMCG sector are questioning...
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