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...
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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...
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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...
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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...
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U.S. Economy Picks up the Pace: We're bumping up our 2015 GDP forecast
Growth in the second quarter was revised up from 3.7% to 3.9%, beating the consensus estimate of 3.7% growth.It was what economists like to call a...
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