Caution Warranted; ACWI-US At $93 Resistance; Buys in Communications, Staples, Materials, Financials
With the MSCI $ACWI approaching the top-end of our expected 2023 trading range at $93, we see limited upside from here and believe caution is...
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Primer: Banco Santander Sa (SAN SM) - Nov 2025
Geographic Diversification as a Key Strength: Banco Santander's extensive presence across Europe, North America, and South America provides a...
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Focus Remains on Non-A.I. Areas; Europe Remains Attractive; Energy, Gold Miners, Staples, Financials
Focus Remains on Non-A.I. Areas; Europe Remains Attractive; Actionable Themes: Energy, Gold Miners, Consumer Staples, Services, and Financials
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US Dollar Breakout; Watching SK Hynix (000660-KR) And Micron (MU-US); Should You Be Concerned? No.
U.S. Dollar Breakout; Watching SK Hynix (000660-KR) and Micron (MU-US); Should You Be Concerned About Technology? No.; Bullish Outlook Intact. Buys...
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Asia Real Estate Tracker (28-Apr-2026): Hale acquires $85M Melbourne campus in major deal.
Hale's $85M Melbourne campus acquisition leads APAC real estate in 2026, while Fuji Media considers a $5B sale, and CapitaLand secures a $1.9B...
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