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...
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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...
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Time to Panic About China EV Sales Quota? – Automakers Hope for Less Stringent Rules
The German newspaper the Frankfurter Allgemeine Zeitung (FAZ) reported on Tuesday August 29th that China’s regulators will soon release some final,...
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Negative Readthrough from WPP's Outlook Warning for Japanese Advertisers, Global Consumer Tech
At first glance, WPP's (WPP LN) second sales warning of the year is merely a storyline in keeping with the growing “post-Brexit hangover” narrative...
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Nvidia - Most of Good News Priced in if Following the Below Seasonal Sales Guidance?
Double digit 2Q17 sales beat but guides 3Q17 below seasonal growth Double digit 2Q17 sales beat: The leading gaming and AI graphic chip...
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