U.S. Equity Strategy: Waiting on Small-Caps
This market continues to be dominated by signals that suggest we are in the early stages of a new bull phase, which we discuss below. At the same...
372 Views
Caesars Entertainment Bets on Merger with Eldorado Resorts
Caesars Entertainment (CZR US) and Eldorado Resorts (ERI US) announced their highly anticipated merger on June 24, 2019. The deal, encouraged by...
554 Views
U.S. Equity Weekly: Actionable Ideas in Casinos, Investment Banks
The primary trend in U.S. equity markets remains bullish, and the usual suspects continue to lead: growth (Tech and FANG), homebuilders,...
690 Views
Lawrence Ho of Melco Resorts: Why You Might Want to Be Partners with Him Now
The son of legendary Macau gaming entrepreneur Stanley Ho builds his casino empire judiciously: At age 40 he has plenty of runway left to conquer...
317 Views