Global Equity Strategy: Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We...
496 Views
Brakes-It: Automotive Coverage Worst-Case Scenario Implications
Autos have substantial exposure in no-deal Brexit, but valuations for select stocks look attractive.While we lack the credentials to forecast the...
799 Views
Tesla's Q3 Results Could Mark Its Peak and the Beginning of the End
We've updated our Tesla model based on Q3 delivery numbers reported on October 2nd. It appears as though Tesla will still generate losses in Q3,...
582 Views
Tesla's Sales & Quality Problems May Jeopardize 2H Profit Goals
Models S & X Sales Declines Could Lead to Q3 Losses: Tesla's start to Q3 appears to be quite bad. Models S & X sales globally (ex-China)...
828 Views
Tesla Inc. – NIO Inc. Registration Statement Highlights Tesla's Opportunity in China
Tesla has occupied the pole position in the electric vehicle market since 2000. Now another start-up from China is looking to provide some serious...
575 Views