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...
309 Views
CORPORATE LEVERAGE: An Inconvenient Truth
Sometimes stock markets don’t bounce back. They just hit the bottom and then crawl sideways for years. Take Greece, its stock market is still 87%...
388 Views
Apple Remains One of Our Best Ideas in Tech as Innovation Lives On; Maintaining $140 Fair Value
We like what we saw out of Apple’s jam-packed product announcement event on Sept. 9, as the company continues to push the envelope on hardware,...
479 Views
Fitbit, a good 'fit' for your portfolio?
In January 2014, I bought my first Fitbit device. At the time, it was a company almost unheard of except by a few. The Fitbit app on the phone was...
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