Long-Term Bullish Inflections For Hang Seng, DAX, MSCI EM, & Bloomberg Commodity Index
The number of major country indexes showing major bullish inflections continues to grow. Broad commodities also breaking a 12.5-year downtrend....
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Thyssenkrupp: Turnaround Underway
The spectacular sale of Elevators has transformed TKA’s balance sheet and the performance problems are finally being addressed. The cash from the...
363 Views
Extreme Valuations: Global Stock Ideas Using the BORUC Yield
The Bucephalus Idea Generator (BIG) picks stocks by combining our work on Creative Accounting and our work on capex and valuation cycles to see...
767 Views
Tata Steel: Improved Results, Debt Worries Remain
Tata Steel Ltd (TATA IN)’s latest quarterly results beat our expectations. The company’s revenue for Q2FY19 (which ended in September) rose 15%...
691 Views
Reality Overwhelms Creative Accounting
Bombardier Inc (BBD/B CN)Â has recently fallen 38%, ThyssenKrupp AG (TKA GR) 18%Â and Celltrion Inc (068270 KS) 30%. Â In each case, the market was...
486 Views