U.S. Equity Strategy: Buy The Dips
Despite our concerns regarding the growing performance disparity between the haves (e.g., Technology, FAANG, mega-caps, growth) and the have nots...
418 Views
Chiyoda: McDermott Troubles Hurt Sentiment but May Have Limited Direct Impact
Mcdermott Intl (MDR US) is down 73% over the course of two days following news that it had hired Alix Partners who are renowned as a turnaround...
476 Views
All-Time Closing Highs Fails To Impress
The S&P 500 made a new all-time closing high following the largely as-expected U.S.-China trade cease-fire agreement, but it did so...
447 Views
WorleyParsons' Giant Makeover
This morning, WorleyParsons Ltd (WOR AU) announced a trading halt to last through Tuesday. 13 minutes later the company announced the acquisition...
502 Views
UK Budget Preview: Supply Shocks
Borrowing is better than had been expected. The financing requirement is likely to be several billion smaller, with the T-Bill stock temporarily...
139 Views