The 5 Most Shorted Dow Stocks
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.
All Work
Trey Thoelcke
Purple air, defending ESG plans, and charting risk with Munich Re’s Ernst Rauch
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…
5 Tech Laggards With Plenty of Upside Potential
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…
Shades of Enron in California, the greenwashing of stakeholder capitalism, and why your beer tastes weird
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…
Comcast, PepsiCo and Other Stocks With Recent Golden Crosses
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…
Big Oil’s renewable head fake; Harvard alumni climate push, and fire tornadoes
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…
The 5 Most Shorted Dow Stocks
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.
Cord Cutting Seems Disastrous for TV Advertising
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…
MicroStrategy Is Diversifying Its Cash Into Alternative Assets, Including Bitcoin
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…
Personalis (PSNL) Is Pioneering Population-Sequencing-as-a-Service
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…
Baidu’s Autonomous Computer Suggests An Uncertain Future For Nvidia
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…
Risks in the electric vehicle stock rally, Facebook’s wind deal, and math with Bill Gates
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…
Which Top Business Schools Are Going Online Only
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…
With Raiders Barring Fans, the Most Valuable NFL Ticket Market Is Shut Down for 2020
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…
Increasing in Share of Developers, Apple and Amazon Could Topple Intel’s x86 Empire
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…
Escape from Mar-a-Lago, and why water stocks are the next gold
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…
Wall Street’s race for better climate targets is on; plus our 50 hottest U.S. cities
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…
The 5 Most Shorted Dow Stocks
As of the most recently reported period, short sellers still favored Exxon, Pfizer and Microsoft above all other Dow stocks.
Wind stocks leap, tigers in the stream; and the great climate risk re-pricing is here
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…
The holy grail of climate change and the murderer next door
By David Callaway, Callaway Climate Insights It is inevitable that for the world to adapt to climate change we’ll need more horsepower than we do now on the data and science front. Enter artificial intelligence.…