U.S. Equity Strategy & Individual Sector Commentaries
In our November Macro Vision report, we provide an appraisal and recommendations for each of our 12 Sectors, with extra attention devoted...
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Taiyo Yuden (6976) - Worth Watching on the Broadcom / Qualcomm Situation
Discussions with techsperts in the US as to whether the Broadcom (AVGO US) / Qualcomm (QCOM US) deal will complete (and if so, at what price)...
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U.S. Equity Uptrend Resumes; Outlook Remains Bullish
Technicals continue to endorse a bullish outlook. And with the S&P 500 breaking out to new highs yesterday, and insurance stocks recovering...
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U.S. Equity Sector Rankings
A review of Vermilion's Sector Rankings (RSR) reveals Cap-weighted Groups, as a whole, ranking betterthan average-weighted (or equal-weighted),...
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Autonomous Driving: Some Thoughts as a Consumer
GM recently announced that it will add 130 self driving Bolt EV's to its existing fleet of 50 self driving vehicles at its Orion assembly plant in...
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