Year-End Rally Underway; Many Bullish Reversals/False Breakdowns; Buys: Tech, Cons. Disc., RE, Steel
There is significant evidence that global equities $ACWI have bottomed, and a year-end rally has begun. It all started when we discussed that the...
538 Views
UK Inflation: Stretched Trend
UK inflation in May was about 0.2pp stronger than expected, as the trend higher continued, taking the CPI and RPI rates to 2.9% and 3.7%...
196 Views
UK Inflation: Resurgent Toward a Lower Peak
UK inflation in April was 0.1pp stronger than expected, with 0.4pp increases in the CPI and RPI rates to 2.7% and 3.5% respectively. Airfares were...
364 Views
A Summary of Stock Calls and Actions
It has been slightly over half a year since I joined this community, so here is a brief summary of stock calls that worked and stock calls that...
1.2k Views
The Stream Less Taken:We Prefer Media Stocks, Not Netflix, Along the Path to Worldwide SVOD Adoption
Over the past 10 years, subscription video on demand has transformed from an add-on repository of older rerun content to a primary or secondary...
703 Views