Global Equity Strategy:
Key $70 support on the MSCI ACWI (ACWI-US) held strong last week, and ACWI-US is now inflecting topside its bullish falling wedge pattern. This...
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Overweight Global Technology & Industrials
In this report we highlight attractive and actionable themes within developed int’l markets: Technology and Industrials continue to be two of the...
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A Round up of Some Japanese Equities Buys as We Begin the New Year.
Please see some recent buy ideas, all very cheap, that we believe offer decent longer term growth and have had a dreadful December. We have written...
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Reflecting on 2017 and Core Ideas to Start 2018
2017 was an eventful year for us. Our experience writing for Smartkarma inspired us to join forces with Finatext, an alternative data/fintech...
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SG Holdings, Aruhi and Katitas IPO Reviews and a Look at Japanese Delivery Price Hikes
With three relatively large IPOs in Japan this month, we examined the prospects for SG Holdings Co Ltd (9143 JP), Katitas Co Ltd (8919 JP) and...
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