Adobe and FedEx to Highlight Quiet Earnings Week
24/7 Wall St. has reviewed some of the few key companies expected to report results in what will be a quiet week on the earnings front.
All Work
Trey Thoelcke
The 5 Most Shorted Dow Stocks
As of the most recently reported period, short sellers favored Apple and Intel above all other Dow stocks, due to a shakeup in the index and a stock split.
Clean energy stocks and the election; plus Wall Street’s climate impact fears
By David Callaway, Callaway Climate Insights The Commodity Futures Trading Commission’s seminal report on the impact of climate change on financial markets this week marked the first time a wide-ranging panel of U.S. regulators and market…
ZEUS: Notes from Pompeii as a carbon price becomes real
By David Callaway, Callaway Climate Insights (David Callaway is founder and Editor-in-Chief of Callaway Climate Insights. He is the former president of the World Editors Forum, Editor-in-Chief of USA Today and MarketWatch, and CEO…
Scorched earth investing, a new ocean fund, and the $1.75 million elephant
By David Callaway, Callaway Climate Insights . . . . A smoky, orange haze kicks off the beginning of autumn this morning in the Bay Area as red flag fire and evacuation warnings, forced…
Extinction Rebellion returns; plus talking ESG investing with CalSTRS’ Kirsty Jenkinson
By David Callaway, Callaway Climate Insights Sen. Joe Biden’s repeated assertion this week that he won’t ban fracking speaks to two troubling themes: an economic back-footing for the Democrats as campaign season enters the home…
Ill winds blow for ESG as wild summer gives way to election season, Covid recovery battles
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…
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.
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…