Obscuring the True Cost of Management (North America)
The accounting rules for equity compensation are deeply flawed. They obscure the true cost and imply there is no impact on cashflow. In reality,...
439 Views
U.S. Equity Strategy: Upgrading Utilities, Downgrading Manufacturing
We continue to view the market as healthy in terms of breadth, although rotations are occurring at the margin which warrant minor tweaks to our...
185 Views
Andrew on Tech: Will Emerging Memory Technologies Replace DRAM/NAND?
Problems with existing DRAM/NAND flash: Due to some problems on performance, production scaling, and lower power requirement, lots emerging memory...
1k Views
Rise of the Machines: The AI Arms Race…
It’s much harder for computers to learn simple inference than a human brain, but once neural network software is ‘trained’ it can apply the...
660 Views
Visa Reform Raises Near-Term Uncertainty for Offshore IT Services; Options Exist to Lessen Burden
In the wake of a sweeping immigration ban within the U.S. in late January, we are seeing repercussions and volatility for the IT services industry,...
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