Understanding the Trading Pattern in Energy Related (And the Poor Industry Forecasting Skills)
The Horrible Very Bad Day for MLPs and Energy... The Story ContinuesThe rebound/sell-off pattern is exactly as expected so far. The amplitudes...
226 Views
Investing in the Internet of Things (IoT)
In today's digitized world, everything is connected and 'smart' - our phones are packed with ever more functionality, we can surf the net directly...
1.3k Views
Container Equipment Mergers Here: TAL Int'l to Merge with Triton
Our theme has been to expect some mergers in container equipment and transport equipment owners. NOL and Chinese carriers are also exploring...
265 Views
HILLARY! Scourge of Wall, Savior of Main - Preventer of Market Crashes, and Economic Crises
On October 8th, Hillary Clinton offered an Op-Ed on Bloomberg Views (available on the website here) which was a shorter version of...
295 Views
Many (un)happy returns in EM; governance and the vicious circle
This report examines the underlying governance factors that have driven EM underperformance over the last five years.Brazil, Russia, Malaysia and...
245 Views