Major Breakouts For WTI and Brent Crude Oil. Actionable Themes: Energy, Manufacturing, Autos/Parts
Today we highlight several positive developments that have occurred since last week’s Int’l Compass report, all of which continue to support our...
319 Views
U.S. Equity Strategy: Downgrading Manufacturing & Transports
In today’s report we highlight attractive Groups and stocks within Consumer Discretionary, Health Care, Manufacturing, and Technology
374 Views
TMI Snapshot: Machinery Sentiment Indicator At 8-Month High on China Infrastructure Push
TMI's Machinery Indicator has surged t
450 Views
MergerTalk: SPAC VectoIQ Acquisition Corp (VTIQ US)/Nikola Corporation- A Heavy Duty Tesla
Our insight https://www.smartkarma.com/insights/mergertalk-game-on-for-spacs published on January 27, 2020, focused on an underappreciated category...
681 Views
U.S. Equity Strategy: Up and to the Right
In this publication we outline our U.S. equity strategy, and provide a detailed analysis and actionable ideas within each of our 12 Sectors. The...
370 Views