By David Callaway, Callaway Climate Insights . . . . Remember Covid? It seems like only yesterday we were hoarding toilet paper and beer and peering out windows at long-haired, masked zombies in the…
As of the most recently reported period, short sellers favored Pfizer, Exxon and Intel above all other Dow Jones industrial stocks, although two of them soon will be dropped from the index.
By David Callaway, Callaway Climate Insights As the U.S. attention turns to hurricanes from wildfires, to Trump politics from Biden politics, the focus here in the San Francisco Bay Area this week is on…
These five notable tech laggards appear to have plenty of upside potential and may be worth a closer look for investors pondering how to position themselves ahead of the coming election and through the…
By David Callaway, Callaway Climate Insights It was the spring of 2001, only a few months before 9/11, and unprecedented rolling blackouts were hitting California — a combination of disastrous grid management and market…
Golden crosses and death crosses are common signals in technical analysis and refer to the relationship between short-term and long-term moving averages. The golden cross typically is considered a bullish sign, perhaps a stock…
By David Callaway, Callaway Climate Insights The lightning strike hit just as I peered out my study window to the northwest early Sunday morning, one of dozens lighting up the Bay Area in the…
After the caution seen in the prior period, short sellers seemed to find some focus. As of the most recently reported period, those sellers favored Pfizer, Exxon and Intel above all other Dow stocks.
By Nick Grous | @GrousARK Typically, the disruption of entrenched technologies follows a pattern: slowly, then all at once. In our view, linear TV has hit the ‘all at once’ tipping point. Since peaking…
By Yassine Elmandjra | @yassineARK Bitcoin is beginning to infiltrate corporate balance sheets. In its most recent earnings call, for example, MicroStrategy – a business intelligence and cloud-based services company – announced a new capital allocation…
By Simon Barnett | @sbarnettARK In a quarter of record revenue growth and new product launches, Personalis (PSNL) – a burgeoning deep genomics company – expanded on a new commercial opportunity: population genomics. Recently, many nations and health…
By Tasha Keeney | @TashaARK This week, Baidu unveiled its autonomous driving computing unit, or ACU, announcing Flex as its manufacturing partner with Xilinx and Infineon as its chip suppliers. Notably, Nvidia was absent, a departure…
By David Callaway, Callaway Climate Insights . . . . Never underestimate the ingenuity of the brewing class. Last month, we told you the story of the British pubs seeking permission to dump millions of liters of…
By Marc Ethier This story was updated July 31. Because plans are so fluid at business schools in the U.S., we have included links on the following pages to each school’s coronavirus update webpage. They’ll…
By TicketIQ With the Las Vegas Raiders announcing that they will be playing their 2020 home games at Allegiant Stadium without fans, we thought it would be interesting to see the estimated ticket market…
by James Wang, Analyst Apple’s shift to ARM chips will have a much more profound impact than just lowering the cost and increasing the speed of its next MacBook. In our view, this shift…
By David Callaway, Callaway Climate Insights Thousands of years from now, when the waters finally recede, will our descendants look upon the miraculously preserved remains of Mar-a-Lago as we look at Stonehenge today? Do…
By David Callaway, Callaway Climate Insights Institutional investors voting their share blocks on climate resolutions this year have a clear message for CEOs: We’re gonna need better metrics. That’s the takeaway from a fascinating…
As of the most recently reported period, short sellers still favored Exxon, Pfizer and Microsoft above all other Dow stocks.
By David Callaway, Callaway Climate Insights The climate space is not wanting for dire predictions of collapse and calamity, and no Covid-19 surge or summer doldrums will hold back the steady drumbeat of alarming…
