Primer: Carnival PLC (CCL LN) - Sep 2025
Strong Post-Pandemic Recovery: Carnival is experiencing a robust recovery, with record revenues and operating income in the most recent...
111 Views
Sticking With China; Bullish Outlook Intact. Buys in Consumer Discretionary, Materials, and Tech
Still Bullish. China (Shanghai Composite) has been a major focus ever since our July 3 Int'l Compass titled "China and Japan Breaking Out." It...
474 Views
Remain Risk-On With Market Dynamics Improving; 6+ Month Base Breakouts for MSCI ACWI Ex-US and EAFE
Remain Risk-On With Market Dynamics Improving; 6+ Month Base Breakouts for MSCI $ACWI ex-US and $EAFE; U.S. Dollar $DXY and 10-Year Yields $TNX...
583 Views
STOXX 600 EU December 2024 Forecast: A Schibsted Gamble, a SpareBank Surge, and a Carnival Party
​The top addition candidates are SpareBank 1 Sr-Bank post-merger, Schibsted ASA Class B after surpassing Class A in liquidity, and Carnival PLC...
356 Views
Buy the Pullback in MSCI ACWI and S&P 500; Buys in Uranium, Transports, Services, Technology, More
Buy the Pullback in MSCI $ACWI and $SPX; Still bullish on global equities with $ACWI and the SPX holding above their respective bases at $117 and...
483 Views