Oil Majors Results: The Main Take-Aways. We Are Positive on Hess, Valero and Chevron
A number of the largest oil companies in the U.S. and Europe reported results last week including Exxon Mobil (XOM US) , Chevron Corp (CVX US) and...
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Paul Tudor Jones: Shifting Capitalism's Agenda
Turns out Paul Tudor Jones, one of the best long term investors there is, has been on the case of improving Capitalism for sometime. But he came...
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U.S. Equity Strategy: Cyclicals Continue to Lead; Energy Is Bottoming.
Rotation is alive and well. Once-dormant Sectors and Groups are helping propel the market to new highs. While Tech, the overachiever, continues to...
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Toshiba: Greater or Less Than The Sum of Its Parts?
As a follow up to our examination of potential impairment losses we use a rough sum of the parts calculation to try and gauge what the market is...
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The Decline of the Entrepôt Economy, HK's Fall from Grace...The Socio-Political & Economic Drivers
In this piece I look at the failure of HK to meet its challenges, especially since 1997, while contrasting in less depth the different approach...
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