Trade War/China Stocks/ Consumers & Singles’ Day/Tech Worries
China News That Matters Two to tango in Buenos Aires? Equities slide; foreigners want in Records fall yet consumer caution rises Censors tighten...
330 Views
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,...
427 Views
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...
391 Views
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...
448 Views