After Covid: The Future for Japanese Retail: Winners & Losers
No one really knows what will happen after the initial shock of the coronavirus fades away. Many observers in Japan, expert and otherwise, are...
400 Views
Coronavirus as Secular Accelerator III: Fintech / Software Edition
Covid 19 is an accelerator of secular shifts in consumer and corporate preferences that is magnifying (or will magnify) those business models most...
371 Views
U.S. Equity Strategy: Several Indicators Suggest a Pullback Likely
Despite the bulls still being in control, we have several ongoing concerns and we cannot rule out the potential for a pullback. Below we highlight...
544 Views
Square: Impending Return to Darling Status
Summary: Square, an AI first commerce ecosystem provider, has uniquely married enterprise grade software, payment processing, and personal...
501 Views
Global Equity Strategy: Growth Over Value
We continue to see coronavirus concerns as helping correct the excess bullish sentiment across global equity markets in the short-term....
446 Views