S&P 500, Russell 2000 Testing Short-Term Support
Ongoing market dynamics remain largely positive across all Sectors and the major averages. As a result, we expect higher prices ahead and recommend...
364 Views
Brick-And-Mortar Retailers Continue to Cede Share to Online Peers, but Not All Players Created Equal
E-commerce retailers have proliferated and gained share the last 10 years, and we don't foresee these pressures abating. In this light, we contend...
657 Views
Rising US-China Tensions Will Hurt Tourism; Who Stands to Lose (And to Gain) The Most?
Relations between the US and China could (and likely will) deteriorate in the medium-term for any of the three following reasons: a) increased...
1.4k Views
Geopolitics, Trump, & Thailand
All Hail Caesar (Trump)! I still remember the time when Obama was elected President. Everyone was celebrating. Japan mentioned they had one city...
1k Views
GM Fined for Price Fixing in China
GM and Shanghai Auto fined Rmb201mn for fixing prices on certain car models. The fine was set at 4% of the models in question, the law allows for...
586 Views