Any Opportunities Left Amid the Chip Shortage ?
In light of AMD posting blowout quarterly earnings last week (highlighted by higher Radeon and Ryzen volume along with higher CPU ASPs),...
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Feb 5, 2022
Crude at Highest Level Since 2014: Solid FCF for E&Ps
Given that fact that WTI crude oil futures last week surpassed the $90/bbl level for the first time since 2014, we remain constructive...
Feb 1, 2022
Ranking the Large Cap. Miners
From the commodity space we believe that the unprecedented levels of fiscal and monetary policies across the globe will lead to sustained...
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