Netflix: The Knowledge Effect in Real-Time – Analysts Play Catch-up
Netflix: The Knowledge Effect in Real-Time July 16, 2015by Eric Bush in Knowledge Leaders One of the unique consequences of the … Read more
Netflix: The Knowledge Effect in Real-Time July 16, 2015by Eric Bush in Knowledge Leaders One of the unique consequences of the … Read more
More & More Evidence Of China Slowing Permeating Asia [Charts] by Bryce Coward, Gavekal Capital Yesterday saw a few more … Read more
Volatile Estimates in Europe by Jennifer Thomson, Gavekal Capital Changes in sales and earnings estimates have historically ranked fairly high in … Read more
S&P 500 And The VIX Backwardation by Jennifer Thomson, Gavekal Capital Over the last couple of weeks, we’ve seen the … Read more
Correlation Among Stocks, Especially In Europe, Have Shot Higher by Eric Bush, Gavekal Capital Over the past several weeks, correlations … Read more
DM And EM Knowledge Leaders Outperformance Continues To Widen by Bryce Coward, Gavekal Capital This last week has seen some … Read more
The Changing Nature Of US Semiconductor Companies by Eric Bush, Gavekal Capital Over the past 20 years, the investment profile … Read more
54% All EM Stocks Are In A Bear Market Even As The MSCI EM Index Is Off Only 7% by … Read more
Stick With What’s Working – Stick With Japanese Health Care by Bryce Coward, Gavekal Capital Japan has been the forgotten … Read more
While Attention Has Been On China, EM Latin America Keeps Taking It On The Chin by Eric Bush, Gavekal Capital … Read more
Even More Evidence of China Slowing Permeating Asia by Bryce Coward, Gavekal Capital Yesterday and today were host to a few … Read more
A Spike In New Lows Around The World by Jennifer Thomson, Gavekal Capital Unsurprisingly, the percent of issues making 65-day … Read more
Historical Stock Market Analysis – Appreciating The Longest Running Cyclical Bull Market Within A Structural Bear Market Ever by Eric … Read more
Copper Prices Just Made A 6-Year Low by Bryce Coward, Gavekal Capital The downtrend in copper prices has been one … Read more
Not-So-Industrious European Industrials by Jennifer Thomson, Gavekal Capital Blog Last week, we reviewed our ‘baskets’ of stocks and then took … Read more