Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
517 Views
KHI: Not the Most Vulnerable to Chinese Retaliation Against Boeing, Russian MC-21 Is a Wildcard
KHI is down 5.5% today vs. peers down about 2-4% as all the talk is about Trump's escalating trade spat with China and investor concern builds over...
148 Views
U. S. Aerospace & Defense Lifting Off
Large-cap aerospace and defense stocks remain leadership, emerging from recent market volatility to achieve new relative strength highs....
223 Views
Dollar Bears Focus on Twin Deficits, as China Fears Imply Software Led 5G Rollout
US twin deficits have for the first time since 2004/5 become a focus for FX markets, fearing that a late cycle fiscal expansion will push combined...
118 Views
Bombardier: Flying on Fumes
Bombardier is our North American poster child for creative accounting. It scores very badly on each of our Governance, Accounting risk and Peer...
183 Views