Global Equity Strategy: Stay on the Defensive
Deterioration for ACWI ex-US, EAFE, and EM, continued bearish-leaning indicators, and the downward trajectory of bond yields leads us to remain...
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EM and ACWI Showing Decisive Breakdowns - Metals & Miners Still Attractive
Global markets have deteriorated considerably over the past couple weeks. The MSCI EM index has decisively broken down below the 60,000 major...
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BIC Camera Scores on Store Locations; Now It Needs To Draw More Tourists To Buoy Revenue Growth
While we think BIC Camera is better suited to tap growth compared to its compatriots in the electronic retail sector, the near-50% rise in its...
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Names with Bonds Coming Due and Not a Lot of Cash...
We initially screened for names that do not have a lot of cash relative to their short-term debt. We then went a step further and limited the...
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Earnings Leakage Report - 9 Names Moved on Strong Volume and Only 1 Had News Behind the Move....
Yesterday we had 9 names expected to announced results soon move on strong volume. Only 1 of the names had any news behind the move. Seiko Holdings...
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