The Anatomy of the US Underweight (And the Effect of Rising Passive ETF Flows in the US).
ETF inflows drive underweights in US equities to record levels. Active buying to close underweights in major index stocks fuels the rally further...
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Netflix 3Q20: Still Chill?
We reiterate our view that Netflix will have a hard time making subscriber #s for the next few quarters due to the massive pull-in from 1H20. When...
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Disney: Listen to Loeb
Disney's stock has languished this year due to the havoc COVID has unleashed on its business model. It should use the opportunity to spend more on...
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Thai Media Spotlight: Collapse or Redemption?
Even as the rest of Thailand re-emerges to some level of normalcy after the worst phases of the lockdo
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The COVID-19 Pandemic and Semiconductors
The COVID-19 pandemic has caused profound business shifts,
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