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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The Global Autos Break Down, Though Tesla on Full Charge
Auto exposures are in decline among Global active investors. Average holding weights are towards the lower end of the 9-year range, at 0.83%. A...
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Delphi-BorgWarner: Why Are Acquirer Shareholders Unhappy?
Announced on 28th January, auto parts manufacturers Borgwarner Inc (BWA US) and Delphi Technologies PLC (DLPH US) will combine in an all-stock...
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Tesla's Q3 "Magic" Fades Quickly In Q4
Ford Motor Co (F US) revealed on Sunday night its sexy new Mustang Mach-E, which is aimed squarely at Tesla's Model Y and set to hit the market...
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ESG and Stock Prices: Fat-Tail Events
Imagine a sell-side analyst calls. You ignore it, of course, and the voicemail goes like this: This is Hunter from Barr, King, Seals. We're...
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