Int'l Equity Strategy: Buy Energy, Global Autos
Sector trends are telling a bullish narrative. Cyclical sectors continue to lead, with tech at the helm, and defensive segments still exhibit...
290 Views
The Unlikely Great Wall - BMW Mini Outsourcing Deal
Recently there have been busy ungrounded media headlines on a rumored joint-venture between Bayerische Motoren Werke AG (BMW GR)’s Mini and Great...
152 Views
September China Auto Sales: Unadjusted Volume Sales Up, SAAR Down on YoY Basis
China September auto sales was up 23.9% sequentially and up 5.7% YoY, with YTD cumulative sales showing a 4.8% YoY growth. On seasonally adjusted...
149 Views
Int'l Compass: Inflation Trade Is Gathering Steam -- Buy Energy, Miners, Autos; Stay Overweight EM
All regions—both geographic and economic—share a common through-line: bullish technicals. And we expect this trend to continue, an outlook...
245 Views
Tesla's Rushed Model 3 Roll-Out--A Risk to Customers
Tesla reported their Q3 (September quarter) deliveries after the US market close on October 2nd. While total deliveries of 26,150 vehicles is a...
160 Views