SpinTalk: Why Bausch Health Companies' Planned Eye Care Spin-Off Promises a Major Value Re-Rating
Having fallen into heavy debt as a result of an aggressive acquisition strategy and an accounting scandal under the stewardship of the previous,...
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ESG and Stock Prices: Fat-Tail Events
Imagine a sell-side analyst calls. You ignore it, of course, and the voicemail goes like this: This is Hunter from Barr, King, Seals. We're...
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Global Markets Outlook: Maintain Defensive Posture
Our outlook for global equity markets remains cautious and we expect additional weakness and consolidation, notwithstanding shorter-term...
547 Views
Insider Trading Alleged as Sanofi Continues Its Shopping Spree
The Securities and Exchange Commission (SEC) believes that insider trading occurred around Sanofi (SAN FP) 's $11.6 billion deal for Bioverativ Inc...
217 Views
US Healthcare Overhaul Stumbling, Singapore Cyclical Rally Looking Premature
The Republican replacement for ‘Obamacare’ has been announced and looks an incoherent mess – resurgent healthcare inflation will be a drag on...
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