Weekly Innovation Review (WIRE) #30
Headline Developments The battle is on between Fortnite developer Epic Games (private) and Apple (AAPL) - a David and Goliath case which, in a...
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U.S. Equity Strategy - Bullish Outlook Intact
Considering the absence of breakdowns for the major indexes and for individual Sectors, along with the Fed covering investors’ backs, we continue...
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TMT Weekly: 3 Things that Stood Out (In Retail) The Week of 5/15/2020
Surveying the retail landscape over the weekend…we think we could see big reversals in the coming weeks for retail stocks.Obex’s fundamental...
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TMT Weekly: 3 Things that Stood Out Week of 5/8/2020
Paypal and Activision reported earnings last week…both were crowded longs going into earnings, which had proven to be tough setups for NFLX and...
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Peloton: How Steep Is the Descent from the Peak?
We wrote about Peloton Interactive (PTON US) a few weeks ago as being an overstated beneficiary of COVID-19, which clearly didn't materialize in...
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