US Fed 2017 Rate Hike Outlook Based on Flawed Assumptions
Russia: Trump presidency, likely lifting of western sanctions and a stabilizing economy boost prospects for Russia. Mexico: Fitch downgrades...
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Lessons From the Next Generation of Moats in the Fast-Casual Restaurant Industry
On the surface, there would appear to be challenging times ahead for the restaurant industry, with year over-over traffic declines across much of...
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China's Luxury Market Shifting From Status to Consumption As China's Middle Class Expands
Despite China's risks and macroeconomic issues, we believe even small rates of growth will yield significant opportunities for luxury firms.China's...
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Our Ultimate Stock-Pickers Top 10 High-Conviction Purchases
Top 10 Ultimate Stock-Picker High-Conviction and New-Money PurchasesWhen we relaunched the Ultimate Stock-Pickers concept in April 2009, our...
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BorgWarner: How Is It Leveraging TheHybrid & Advanced Powertrain Growth Opportunities?
BorgWarner, a leading provider of powertrain solutions, recently discussed its second-quarter 2025 performance, revealing a balanced set of...
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