Boeing/Spirit AeroSystems: All-Stock Deal
Boeing announces $4.7 billion acquisition of Spirit Aerosystems, offering $37.25/share in all-share deal with 3.9% dilution for Boeing...
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Cybersecurity and ESG: Beyond the Breach
Cybercrime is the greatest threat to every company in the world. – Ginni...
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U.S. Equity Strategy: Upgrading Manufacturing Sector
The S&P 500 continues to hover below critical resistance at its 200-day moving average while market participants remain in a wait-and-see mode...
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The Decline of the Entrepôt Economy, HK's Fall from Grace...The Socio-Political & Economic Drivers
In this piece I look at the failure of HK to meet its challenges, especially since 1997, while contrasting in less depth the different approach...
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Tax Reform Top of Mind for Wide-Moat U.S. Industrial Firms
Shares of diversified industrials have traded up in the aftermath of the U.S. presidential election, frothy with anticipation as a...
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