Vltava Fund Q3 2022 Letter To Shareholders
We may have different expectations concerning inflation, interest rates, or economic growth, but, at the end of the day, what we buy will...
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Biden COVID-19 Response Plan: Overview of Its Inherent Investment Themes
Biden's recently-announced COVID-19 response plan suggests a number of investment themes. This Insight overviews the more significant of those...
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ESG and Stock Prices: Fat-Tail Events
Imagine a sell-side analyst calls. You ignore it, of course, and the voicemail goes like this: This is Hunter from Barr, King, Seals. We're...
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Business Happenings in the Americas that May Be “Below the Radar” - Week Ending November 13, 2018
Highlights of significant happenings this past week include: Feeding the Dragon - Weichai Power (000338 CH) adds to its global stable of...
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U.S. Vital Signs - Actionable Charts of the Day
Today's key points: Property & Casualty Insurance names are staging price and RS reversal and/or breakouts. Airlines are staging price and SR...
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