Global Ex-US Rally Underway - But Will It Last?
Coming off of oversold levels, the recent USD pullback to the prior breakout level over the last week has led to a reprieve for broad MSCI EAFE,...
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Brexit and Its Impact on the Largest FMCG Companies
As the UK is set to leave the EU, we can examine the potential impact of Brexit on retail sales of FMCG companies covered in Passport. The exact...
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A Summary of Stock Calls and Actions
It has been slightly over half a year since I joined this community, so here is a brief summary of stock calls that worked and stock calls that...
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If Reckitt Benckiser Buys Mead Johnson Then Is a Home Care Spinoff Next?
Reckitt Benckiser Group (RB) is currently in “advanced” talks to buy Mead Johnson Nutrition Co for USD16.7 billion, in a deal that makes little...
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Then & Now: Online Grocery Delivery in the US & SE Asia (Part 1 of 2)
In recent years, in both the US and SE Asia, there have been a number of large, new, well-funded ventures that promise customers a broad selection...
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