Market Commentary (June 2016)
Our sixty-page market commentary for the month of June, including macro analysis and trade ideas across asset classes-- macro, volatility,...
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Internet TV as an Investment Theme
TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to...
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Kinugawa Rubber: Unfortunate Deal
The Nikkei newspaper carried an article Friday morning telling the world Kinugawa Rubber Industrial would be taken private through a tender...
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Our Is the Demise of the Diesel Imminent or Exaggerated?
A Diesel Dilemma. Our Take on Diesel Passenger VehiclesDiesel engine powertrains have come under heightened scrutiny with the revelation of...
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