US Financials: Back in Vogue
After a heavy sell of during the first few months of COVID-19, US Financials exposure bottomed out in August 2020 and turned sharply to the...
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Mitsubishi UFJ Financial Group - MS Deal Compounds Earnings Challenges
Morgan Stanely/E*Trade Transaction: Morgan Stanley (MS.US) announced its intention to acquire ETFC.US for approximately USD 13 bn in an all stock...
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This Week in Blockchain & Cryptos: More Institutional Investors Join the Blockchain-Crypto Bandwagon
Td Ameritrade Holding (AMTD US), Yale University and Korea Investment Partners (KIP) became the latest to invest in the blockchain and cryptos last...
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U.S. Equities: Downgrading Manufacturing and Materials; Large-Cap Financials at Critical Support
So far the S&P 500 has failed to overcome the 2,790-2,800 resistance level we first highlighted in our 6/5/18 Compass. However, while a...
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Disruption Diaries: Small-Cap Ideas in the Brick-And-Click Space
Disruption as a theme has fired investor imagination in recent times. The disruption space is mainly a private party though, even as the publicly...
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