Global Sustainability Portfolio (14-Sep-2026)
The strategy seeks to invest in companies with superior sustainability features/initiatives. These companies may be: 1) screened by avoiding...
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Weekly Update (REZI, ADIG, WDC)
This month, the momentum factor has had a sharp and historic reversal. AI beneficiaries like Western Digital (WDC) got caught in the...
113 Views
Live Call Starts in 1 Hour! + Weekly Update (CMCSA, MFP, HONA, MBGL)
Western Digital (WDC) remains volatile, with large swings driven by investor enthusiasm for the AI trade. I continue to believe there is...
110 Views
Semis Just Broke a Record. Why Did Nobody Notice?
August's semiconductor revenues hit a record high of over $53 billion, but concerns about a potential market collapse are overshadowing the...
603 Views
Early Signs from the Reported March/1Q24 Taiwan Semi/Tech Sales
Early Signs from the Reported March/1Q24 Taiwan Semi/Tech Sales; we might see AI server, WiFi/networking, and NAND vendors in US to beat 1Q24 but...
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