W&T Offshore, Inc. (WTI)
A forty-year-old Gulf of Mexico consolidator whose equity has re-rated 145% on a war premium the hedge book cannot fully...
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U.S. Equity Strategy: Upgrading Financials, Downgrading Technology & Consumer Discretionary
The recent rate surge has upset the picture for growth stocks and, consequently, the S&P 500 is going through a consolidation phase.
430 Views
U.S. Equity Strategy: Bullish Outlook Intact
The action we are seeing in broad indexes, Sectors, and in market dynamics continues to support our overall bullish outlook. Continue to buy dips.
381 Views
U.S. Equity Strategy: Value Overtaking Growth; Treasury Yields and Commodities Bottoming
New and ongoing developments continue to support our bullish outlook. In the “new” column, we have bullish inflections in Treasury yields, the...
502 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's Reforms, HomePro, and SCC's Packaging IPO
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
493 Views