Charged Up: Adoption Will Take Off as Electric Vehicles Reach Cost Parity
The market underestimates the potential for electric vehicle (EV) adoption. Bears point to high costs and low range versus internal combustion...
373 Views
Nvidia Is Firing All Cylinders on Gaming, Self-Driving Cars, and Datacenter AI
Amazing beats for both 3Q16 results and 4Q16 guidance Amazing results beat: Nvidia Corp (NVDA US) reports 3Q16 EPS of US$0.83, which was US$27...
521 Views
Close Out the Shorts on THAAD Related Basket - TRUMP May Not Enforce THAAD Deployment
We recommended going negative on a Terminal High Altitude Defense (THAAD) related basket of stocks on October 1st, 2016. This short has been...
284 Views
Global Equity Earnings Revisions Rebound, Can Macau Casino Revenues?
I’ve been highlighting since mid-year a likely normalization of bond yields (and equity proxy multiples) from extreme valuation levels which were...
236 Views
Tesla Q3 2016: A Quarter of Records and Only More Questions
Musk ordered "pie on the face of his critics" (...
274 Views