US Policy Focus Shifts to Closing Trade Deficitā¦
Ā·Ā A year ago, the key issue to understand was that commodity markets were about to tighten and position accordingly ā energy and materials have...
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Risks to Suppy Chain and Consensus Estimates Due to Tesla's Miss
Summary Tesla announced a miss on production challenges: Tesla delivered a miss with approximately 22,200 vehicles in Q4 due to short-term...
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Intermarket Analysis (1): XLY Versus XLP
In this report, we use intermarket analysis to analyze XLY (Consumer Discretionary SPDR ETF) vs. XLP (Consumer Staples Select Sect. SPDR ETF). The...
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Tesla Miss Delivery Guidance by 10% for Q4 2016, Blame Production Again?
Yet another year, yet another decent miss on deliveries for Tesla. Ā This in spite of a lot of reported discounting activity for Q4 2016 on its...
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GM Fined for Price Fixing in China
GM and Shanghai Auto fined Rmb201mn for fixing prices on certain car models. The fine was set at 4% of the models in question, the law allows for...
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