Andrew on Tech: IOT Everywhere
The proliferation of IoT: With over 25% 5-year CAGR for IoT devices shipment and wafer foundry market but a very fragmented vendors list, we...
326 Views
Election Winners and Losers
President-elect Donald Trump's impact on most companies' intrinsic value is expected to be immaterial, even with a Republican-controlled Congress....
106 Views
Five More Actionable Ideas in a Post-Trump World
Summary: These include: Short U.S. treasury bonds, short emerging markets (but long Russia equity index), long U.S. dollar and short Euro. Apart...
216 Views
Just In: Trump's Preliminary Plan to Repeal the Affordable Care Act
Among one of his first initiatives, U.S. President-elect Trump posted a preliminary plan to repeal the Affordable Care Act (ACA) on his transition...
454 Views
President Trump Taking America Back to the 1980s…
The Republican sweep in Washington and the unique nature of his insurgent victory means Trump faces fewer constraints on his power than any recent...
214 Views