Newmont Proposes Taking Newcrest Back Into The Fold
Newcrest will, in all likelihood, grant due diligence to Newmont. I don't expect any FIRB pushback. Look to short Newmont late in the day, and buy...
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U.S. Equity Strategy: Nearing Short-Term Overbought Extremes
Positive news surrounding trade and dovish Fed rhetoric has continued to flow, resulting in a reversal from December's oversold extremes to our...
516 Views
Cryptocurrency Poses No Threat to Gold's Investment Case
Safe-haven dollars are unlikely to flow into cryptocurrencyWith their meteoric price rises in 2017, cryptocurrencies garnered the attention of even...
467 Views
U.S. Equity Strategy: Reiterating Biotechs, Gold Miners; Downgrading Financials to Market Weight
Key themes: Downgrading Financials. Given the Sector’s relative deterioration, we are downgrading Financials to market weight. Pockets of strength...
482 Views
Trump Tax Impact on US-Mexico Auto Industry Could Have Greatest Impact on Mazda/Mitsubishi
What are the Alternative Taxes and Tariffs Under Consideration and the Objective and the Nature of Each Option?In the US, the Trump Administration...
3k Views