Texas Weather Deals Second Blow to Automotive Chip Supply Chain
A chip shortage is preventing the automotive industry from returning to full volume. Meanwhile Japan's earthquake and bad weather in Texas are...
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Japan Quake and Chip Shortages, Tough on Auto?
Will Saturday's Japan earthquake further disrupt the semiconductor supply chain? Early reports seem tame enough, but automobile manufacturers are...
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Biden COVID-19 Response Plan: Overview of Its Inherent Investment Themes
Biden's recently-announced COVID-19 response plan suggests a number of investment themes. This Insight overviews the more significant of those...
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U.S. Equity Strategy: Remain Bullish
In our November Strategy book we summarize the basis for our bullish outlook, discuss the deservedly hot topic of value vs. growth. and highlight...
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The Global Autos Break Down, Though Tesla on Full Charge
Auto exposures are in decline among Global active investors. Average holding weights are towards the lower end of the 9-year range, at 0.83%. A...
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