Major Top on U.S. Dollar; Overweight Non-U.S. And Europe/UK; Buys in Tech, Comm., Discretionary
The $DXY broke below 5-year support at $103, signaling a major top in place. This is bullish for risk assets, and is another sign suggesting the...
490 Views
Supply-Chain Deforestation Laws as a New and Growing Source of Transition Risk
New deforestation and forest-risk commodity regulations are poppoing up around the world, and they are unlike any prior climate regulations. Big...
337 Views
After Falling 50%+ in a Few Months Is Nokian Renkaat (TYRES FH) A "Buy" Or "Sell"?
Nokian's massive exposure to the Russian/Ukraine conflict is creating short term volatility that may present a solid entry point for longer term...
344 Views
Global Equity Strategy: Constructive Pullback; Overweight Value
As long as the MSCI ACWI (ACWI-US), ACWI ex-US (ACWX-US), and EM (EEM-US) indexes are above their respective intermediate-term support levels we...
221 Views
Renault/Nissan: Mangalore Alert!
Jean-Dominique Senard, new chairman of Renault, was recruited from Michelin Group (ML FP) to replace beleaguered Renault SA (RNO FP) CEO and...
942 Views