Notes From The Road: An Equity Investor"s Lens On China

Futures Slide, Tech Weak On Rising Inflation Fears For the second day, US equity futures traded in a narrow range, dipping during the muted Asian session where markets in Japan, China and Thailand remained closed on Tuesday, but then rebo.....»»

"Crash Up" Possible As "Demand For Downside Rages On" Despite Gains, Nomura Warns As equity markets slowly push to higher highs, Nomura's Charlie McElligott notes something odd is going on in the options markets. The demand for downside r.....»»

Faith Leaders, Businessmen, Political Leaders Urge African Development, Countering China's Belt-And-Road Authored by Douglas Burton via The Epoch Times, Former Secret.....»»

It’s been a few months since my last write up on Seeking Alpha. Since October 2020 I think. You can read the full thing on Seeking Alpha. They hold the rights. Below are just quick notes and I su.....»»

By David Callaway, Callaway Climate Insights A flurry of climate maneuvers by oil companies in the past week has environmental activists enthusiastic over the pace of the global transition from........»»

Fiduciary Management Inc., an investment management firm, published its “International Equity” first quarter 2021 investor letter – a copy of.....»»

Fiduciary Management Inc., an investment management firm, published its “Small Cap Equity” first quarter 2021 investor letter – a copy of wh.....»»

Fiduciary Management Inc., an investment management firm, published its “Small Cap Equity” first quarter 2021 investor letter – a copy of wh.....»»

Fiduciary Management Inc., an investment management firm, published its “International Equity” first quarter 2021 investor letter – a copy of.....»»

Fiduciary Management Inc., an investment management firm, published its “International Equity” first quarter 2021 investor letter – a copy of.....»»

Fisker Inc (NYSE: FSR) and Nikola Corporation (NASDAQ: NKLA) have fallen in investor popularity and share price as both companies have yet to put any vehicles on the road. read more.....»»

The PayPal and Palantir cofounder said he was also worried about AI and wanted to restrict US investors' access to Chinese.....»»

Tech investor and PayPal co-found Peter Thiel believes China can use the cryptocurrency Bitcoin as a “financial weapon” against the U.S......»»

By David Callaway, Callaway Climate Insights As CEO investor letters go, the rule of thumb is that the bigger annual events they become, the less newsworthy they are. Such was the case this year........»»

Shares of Li Auto Inc. bounced 2.3% in premarket trading Thursday, after the China-based elective vehicle maker said the $750 million in convertible note offering has priced, with an init.....»»

The PayPal and Palantir cofounder made the suggestion during a discussion about China disliking that the US dollar is the world's reserve c.....»»

Venture capitalist and tech investor Peter Thiel has criticized U.S. technology giants Alphabet Inc. (NASDAQ: GOOG) (NASDAQ: GOOGL) and Apple Inc. read more.....»»

US Futures Dip As European Stocks Finally Erase All Pandemic Losses, Hit Record High Global stocks hit record highs on Tuesday, supported by strong economic data from China and the United States, although US equity futures slipped as co.....»»

Wasatch Small Cap Growth Fund recently released its Q4 2020 Investor Letter, a copy of which you can download here. The fund posted .....»»

A private equity investment firm has formed a new entity to provide private credit and minority equity financing solutions in the South, including Birmingham......»»