Beware Deep Junk and Liar Loans, as Netflix Reinvents Media Sector…
A broad USD rally is finally underway, and the risk of an offshore dollar shortage remains acute for EM - the asset allocation implications have...
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Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
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Tesla Inc. - For Whom the Accounting Bell Tolls
Part 3 of our report on Tesla Motors Inc (TSLA US) highlights our best estimate of re-stated financials under the new accounting policy. We believe...
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Tesla Inc. - Prophets of Doom Could Be Blown to Smithereens by Conservative Accounting
With each passing day, Tesla's date with destiny draws closer. Bears have stayed away from the stock, and we can tell because some of the top...
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Amazon 1Q18 Review – More Price Increases on the Way?
Amazon reported a robust set of 1Q earnings with beats across the board. The big surprise from Amazon was its decision to increase its annual US...
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