November 29, 2013 by Enis • Commentary

I termed Chinese internet stocks the “Oasis in the Desert” in this Macro Wrap post in June.  We expect attractive Chinese investment opportunities to remain few and far between in the coming years due to …

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November 27, 2013 by CC • Commentary

In case you haven’t noticed, we’ve been targeting some of the high fliers lately as it looks like their parabolic run has come to an end, at least for the time being. We’ve generally targeted …

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November 27, 2013 by Enis • Commentary

Like many other speculative investment themes in 2013, the 3-D manufacturing sector has been on fire this year.  For the uninitiated, check out this great 6 minute video from the Economist, by way of the …

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November 26, 2013 by Enis • Commentary

We previewed HPQ’s fiscal Q4 earnings release yesterday morning.  Our key takeaway from that preview: HPQ is one of the best performing hardware stocks of 2013.  That strong outperformance is largely a function of dismal …

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