Avoid Technology Stocks Until After Earnings Season, Warns Leading Analyst Sam Bourgi·July 10, 2019According to at least one Wall Street analyst, tech stocks' impressive run has exposed it to valuation risks,...Technology·0 Comments·
Hong Kong Protests Come at a Difficult Time for China Christopher Wood·June 24, 2019Christopher Wood writes about the protests in Hong Kong and the city's potential for panic, based on its...Global Strategy·0 Comments·
Could a U-Turn on U.S.-China Negotiations Prevent a New Cold War? Christopher Wood·June 18, 2019Christopher Wood writes about the politics of the trade war and tech war between China and the U.S....Global Strategy·1 Comment·
China Declares North American Marijuana Legalization is a Threat Martin Green·June 17, 2019China has described cannabis legalization in North America as a “new threat", as the war of words between...Marijuana Politics·0 Comments·
Little Hope Left as Trade War Escalates Into a Tech War Christopher Wood·June 12, 2019Christopher Wood writes about the small hope of a U.S.-China trade deal happening, and theorizes about the reason...Global Strategy·4 Comments·
Huawei Saga Takes Another Unexpected Turn Sam Bourgi·May 22, 2019After Washington barred American companies from working with Huawei, the U.S. Commerce Department has granted a 90-day license...Technology·1 Comment·
What China Slowdown? Alibaba Revenue and Earnings Surge in Q3 Sam Bourgi·May 16, 2019Shares of Alibaba Group Holding Ltd. (NYSE: BABA) rose on Wednesday after the China-based retailer reported blowout corporate...Technology·0 Comments·
China’s Erratic Housing Market and the State of its Credit Christopher Wood·May 7, 2019Christopher Wood writes about the impact of the housing market on China's economy and the importance of keeping...Global Strategy·1 Comment·
Has the Economy Reached a State of “Benign Equilibrium”? Christopher Wood·April 18, 2019Strategist Christopher Wood writes about the Financial Stress Index, credit spreads, the possibility of monetary tightening and the...Global Strategy·1 Comment·
