Spotlight: Why iRobot’s Robots Are Cleaning Up
A common asset possessed by every highly innovative company in the Knowledge Leaders Indexes is a rich store of intangible … Read more
Knowledge Leaders Capital Blog
Given rising short rates in the US, the Libor spread has widened considerably over the last few years
With the European Central Bank dragging its feet to begin the monetary tightening cycle, the difference between US and German … Read more
Spotlight: The Secret Of Chevron’s Permian Dominance
A recent report by The Wall Street Journal identified a new generation of supercomputers as the fuel behind Big Oil’s … Read more
Volatility Shocks & Dollar Bears
Price excesses have built up over a long bull market. Stocks are expensive, and the volatility shock wave is traveling … Read more
The Most Important Detail From The Flash PMI Report Is About Inflation
Among yesterday’s data releases was the widely followed ‘flash’ PMI report produced by Markit, which showed that the Manufacturing PMI … Read more
Oil Breaking Out, So Are Inflation Expectations
After spending the last four months consolidating gains, crude oil is breaking higher again, and it’s taking inflation expectations with … Read more
Uncharted Territory For Stock Valuations As P/S Eclipes 2000
Another month and another new high in equity valuations, at least relative to sales. Indeed, the median company in our … Read more
Baruch Lev On The Unbearable Lightness Of Earnings
Baruch Lev is the Philip Bardes Professor of Accounting and Finance at the Stern School of Business, NYU. This article first … Read more
New Lows YTD In Chinese Stocks But Highs In Latin America Equities/Bonds
Last night the China Shanghai CSI 300 index fell a bit more than 1.6%, taking out February lows and setting … Read more
US-German Bond Spreads And Equity Leadership
Recent weak data emanating from the Eurozone has been weighing on German Bund yields. The significant drop in the Eurozone … Read more
Who Needs Judgment When You’ve Got Data? You Do.
Author Jerry Z. Muller discusses his new book: The Tyranny of Metrics. The amount of data that organizations now have … Read more
Spotlight: Rio Tinto And The World’s First “Intelligent” Mine
Later this year, Rio Tinto will seek board approval to spend $2.2B to build the world’s first “intelligent” mine, a … Read more
Mind The Gap, And Other Non-Confirmations Of A Low
As political risk continues to escalate, we are, as always, keenly focused on risk management and the mitigation of potential … Read more
Energy Stocks Are Starting To Flow
Energy stocks are looking lively today, with energy the best performing sector in the US and second best performing sector … Read more
Will Shionogi’s R&D Machine Outrun The Flu?
In the midst of the worst flu season in a decade, Japanese pharmaceutical company Shionogi & Co., Ltd. is making … Read more
