Further Declines in DXY, Sovereign Yields May Provide More Fuel for a Rally in Global Equities
We continue to believe $93 on $ACWI is likely the low for this pullback as long as the 10-year Treasury yield $TNX and $DXY can stay below their...
643 Views
Normal Pullback, or Something More?; Watching Resistance on DXY and 10-Yr Treasury Yield; Value Buys
Normal Pullback, or Something More for global equities?; Watch Resistance on $DXY and 10-Yr Treasury Yield; Value Buys in Consumer Discretionary...
586 Views
Mitsubishi Chemical (4188) | Unlocking Value – 50% Upside
Investors have completely ignored “The New MCG”. If management can hit EBITDA targets, we see over 50% upside for the stock
414 Views
Industrial Gases Sector Might Be a Good Way to Play Inflation and the Rejig of Supply Chains
Take or pay contracts, inflation based price adjustments, and excellent industry consolidation, makes industrial gases sector a great way to play...
428 Views
JAPAN ACTIVISM: Silchester Goes After Bk of Iwate - Cheaper Than Chips
Bank of Iwate is the smallest (so far) of Silchester Int'l Investors' regional bank AGM proposal letters. It owns 11%. This one is tough too, but...
531 Views