Liquid Universe of European Ordinary and Preferred Shares:Â February â23 Report
Since mid-January, spreads have generally tightened across our liquid universe (8 have widened, 10 tightened, 1 at same level).
472 Views
Selected European Holdcos and DLC: Januaryâ23 Report
Discounts to NAV of covered holdcos have generally tightened since New Year. Spreads tend to widen in bear markets but short-term recoveries...
430 Views
Tesla's Demand Problems Aren't Going Away
The market says Tesla's 20-30% price cuts will reverse stalling demand, even though several rounds of expensive cuts & incentives in Q4 didn't. I'm...
597 Views
Liquid Universe of European Ordinary and Preferred Shares:Â January â23 Report
Since mid-December, spreads have shown a mixed performance across our liquid universe (9 have widened, 9 tightened, 1 at same level).
425 Views
Selected European Holdcos and DLC: New Yearâ23 Report
Discounts to NAV of covered holdcos have generally widened since mid-December. Spreads tend to widen in bear markets but short-term recoveries...
691 Views