Matterhorn, Switzerland

An Update on the US Generic Drug Pricing Dilemma

Following the Fund Flows in International Equity

YTD Equity Fund Flows: International Dominates U.S.

Small Win for Protecting U.S. Cell Phone Users

Yield Curve Inversion: A Big Deal for Equity Markets?

China's Push Into Cutting-Edge Gene Editing Technology

MiFID II Seems to be Succeeding in Increasing Transparency

2018 Mid-Year Blog Recap

World Cup Fever and Equity Alpha

Targeted Advertising Abuse

Biosimilars Update: Euro Companies Vulnerable + U.S. Adoption Could Accelerate

Is Currency Risk Making a Comeback for International Equity Investors?

Increasing Probability of 5-10% Correction in International Equities

GDP Lies Caught from the Skies

Q1 Fund Flows Favor Active International Equity Strategies

Fool Me Once, Shame On You. Fool Me Twice, Shame on 3… (percent)

Taper Tan-Trump

Biologics Outsourcing + Butterscotch Cookies

Oil Inventories Just Did Something Not Seen Since 1996

Cryptocurrency Hidden Risks: How Embedded Content Could Land You in Jail

Declining Correlations Make Case for Increasing International Equity Allocations (part 2)

The Larger Theme in Medical Devices is Still to Come

The Impossibly Hard to Predict Equity Market Correction

Is International Equity Outperformance Just Beginning? (part 1)

What the Moves in the Bond Market Mean for International Equity Investors

Smart Technology: Inherent Risks of GPS-Enabled Devices

Return of the Old Economy?

2017 Fund Flows: Passive Trumps Active (Even in International Equity)

Portfolio Factor Allocation in International Equity Markets

Oil: Don’t hold your breath on rig counts

From the Desk of Richard Pell

Net Neutrality Repeal: What it Means for Investors

2017 Blog Recap

Mercedes to Tesla: Can I Borrow Your Electric Car?

Do Lofty Markets Imply Impending Pain?

“Gotta See it to Believe it”

3 Due Diligence Questions from an RIA

International Equity Trend to Watch: Augmented Reality

Top 10 Things to be Thankful for in International Markets

How Much Longer Can Valuations Stretch?

WSJ Takes Aim at Morningstar; Twitter Storm Erupts

Biosimilars: The Opportunity and Growth Potential

Brazil Consumer Stocks on the Rise

Supercharging Electric Vehicle Uptake

International Equity Investors Look at the Era of Machine Learning

MiFID II and Upcoming Change for U.S. Asset Managers

The Global Shift to Electric Vehicles

Bitcoin and Cryptocurrencies Making News Again

RIAs Make the Case for International Equity (We Agree)

Meet the Team | Harry Polishook: Partner & Analyst

Generic Drug Pricing in the U.S.: What's the End-Game?

Using Small Satellites to Estimate Chinese Oil Inventories

Thinking About International Equity? 2 Reasons It’s Time

Complacency in the Equity Markets Amid Geopolitical Tensions

Meet the Team | Daeil Cha: Partner & Analyst

How Will Technology Impact Bank Branches?

International Equity Investors Address a Rising Threat for Retailers

Meet the Team | Luis Ahn: Partner & Analyst

Top 3 Most Popular Blogs | July 2017

How Miniature Satellites Could Be the Future of Global Imagery

An Inflection Point in Oil Prices: Are We There Yet?

International Equity Investing: To Hedge or Not to Hedge?

Greek Markets Poised for Potential Big Win in 2017—Richard Pell Shares His Macro View

Meet the Team | Junichi Nonami: Senior Partner & CIO

Can Toronto’s Hot Housing Market Be Contained?

Mexican Stock Market Makes Stunning Q1 Performance

Recycled Satellite Boosters Could Kick-start Growth Prospects

Meet the Team | Richard Pell: Co-Founder

Common Perception: Interest Rate Hikes = Declining Commodity Prices. Is This True?

Will Employee Fitness Perks at Sportswear Companies Evoke Change Across All Industries?

Brazil’s Protein Probe: How a Tainted Meat Investigation May Affect Global Exports

How the Fed Rate Hike Affects Europe

Is Oil at $80? High-Yield Market Definitely Thinks So!

Hold my beer!

Bitcoin: 4 Observations from International Equity Investors

R Squared Talks Turkey

FX Volatility: Sit back, relax & enjoy the ride - it's going to get bumpy

Is Bigger Better for UK Grocery Stocks?

From the Desk of Richard Pell

Cybersecurity Stocks in 2017?

China Non-Consensus View: Raising GDP or Inflating a Chinese Real Estate Bubble?

Will Rising Interest Rates Lift Profits For All Banks?

Oil’s New Era: Could OPEC & Russia Coordination take oil to $65-$75?

Watch out, Reebok: Nike wants a piece of the CrossFit sportswear market too

2016 Blog Recap

Samsung Group Throws Investors a Bone

Engines That Can Move Economies? Market Insights on Greek Bank Stocks

Market Insights on Chinese Railway Contractors

Making Banks Great Again? Market Insights on Japanese Megabanks

The Power of Incentives: Market Insights on Chinese Auto Sales

Can Autonomous Vehicles Drive Returns for International Equity Investors?

Will the World’s Oldest Surviving Bank Survive? Market Insights on Monte dei Paschi Bank (BMPS)

Macro Analysis, Political Risk and International Equity Investing

Defense Spending: Opportunity for International Equity Investors?

Central Bank Yield Curve Control – Will the ECB Follow the BOJ’s Lead?

Two Whales are Buying Japanese Stocks… So Are We

Pricing Power and Pressure: Financial Sector Market Insights

Pricing Power and Pressure: Healthcare Sector Market Insights

To Yield or not to Yield? Every Consumer's Question.

Pension Fund Yield Quest: Selling Puts at Market Highs

Going for the Gold

Pension Funds Search For Yield and Manage the Risk of Floods?

Oil Prices and Energy Sector Outlook: Is 50$ oil the new 100$ oil?

What IS Pokémon GO?


Risk On, Risk Off

From the Desk of Richard Pell

Comments Welcome