Cafe De Coral (341): Loser COVID-19 Resurgence in HK
The management instituted a change in the business direction from dine-in to home delivery which will be the right direction for the long run...
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Global Equity Chart Book: Stick With EM Over EAFE
With RS uptrends intact we continue to recommend Sector overweights to MSCI EM Technology, Consumer Discretionary, Health Care, and Communications....
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Global Equity Strategy: Stick With Technology
Global indexes remain overwhelmingly positive which is supported by the fact that there is a dearth of breakdowns. Overall our big picture view...
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Cafe De Coral (341): Stay Away for Now
The new Security Law will spark more protests in Hong Kong that disrupt people's day to day lives including the ability to go out and buy food....
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Global Equity Strategy: Stay Defensive With Technology, Health Care, Staples
Upside momentum continues to wane for global equities. Price action this week has indeed confirmed lower highs for now in the MSCI ACWI, ACWI...
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