During the first five months of the year, risk assets marched steadily higher as central bank asset purchases abolished volatility from financial markets. In the wake of a more hawkish Fed, this veneer has begun to crack, with rising turmoil … Read more
Leave a CommentEarlier this month, we outlined our investment thesis in shares of Hospira (HSP) on a napkin, which is illustrated below. Feel free to roll up your sleeves, wipe your hands and have a look at the full report, which is … Read more
Leave a CommentThe bear case on Apple is well known and widely accepted today. As a reformed Apple short, I understand the thesis well. The company’s profits are largely driven by one or two products and its future success largely dependent upon … Read more
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