U.S. Equity Strategy Weekly
Breadth is waning – there’s no question about that. Yet selling appears to be discriminate, so far, as if there’s a reason behind which stocks get...
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Field Trip Series: Viva Vegas (Including Implications for Macau Gaming)
Our field trip to Las Vegas suggests a vibrant, lively entertainment city. Downtown Las Vegas, not the Strip, is the key positive surprise in that...
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Lawrence Ho of Melco Resorts: Why You Might Want to Be Partners with Him Now
The son of legendary Macau gaming entrepreneur Stanley Ho builds his casino empire judiciously: At age 40 he has plenty of runway left to conquer...
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StubWorld - Set-Up & Unwind Extremes (21 July 2017)
This week I briefly look at recent bifurcations in Great Eagle Holdings Ltd (41 HK), IMAX Corp (IMAX US), Macau gaming plays ( MGM Resorts...
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If Japan Drops the Casino Ball, Vietnam Is Ready to Run with It Faster than Many Observers Think
Vietnam's new Decree #3, while not perfect, clarifies and encourages IR investment that aims to bring minimum $2 billion investors into the...
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