ET contributor Pete Cecchini, better known as Cantor Fitzgerald’s Chief Market Strategist, is back with the December installment of his series, In the Trenches. For ET readers who want a less philosophical but no less smart take on markets, Pete’s your guy.
With some breathing room following an eventful earnings call, we re-examine the Narrative around Tesla, and consider whether it has successfully navigated out of its high attention, negative sentiment trough.
No matter how much you try to make mama tell you what part of the snake you’re eating, and no matter how much the answer might comfort you, it’s important to know that neither you nor she is telling the truth.
As we’ve written a fair bit recently, the source of Narrative can often be as important as the stories being told themselves. By narrowing the…
Our December 11 edition of Office Hours has concluded, but subscribers can still catch the replay here.
We are pleased to announce the launch of Epsilon Theory Professional, or ET Pro. It is a service designed to leverage our narrative research more directly for investors and asset owners. Learn more about the types of content and research we’re doing here.
Discretionary investment always and in all ways boils down to two things: edge and odds. In the US-China trade war game of Chicken, you have no edge. And you don’t know the odds. Time to sit this dance out.
We will be live at 2PM on Tuesday, December 11, 2018. Click here to get more information about ET Live, how to subscribe and how to get your questions in for the day.
It’s possible to do good AND to do well. ET’s Neville Crawley interviews Lev Plaves, Senior Investment Manager at Kiva, on banking the unbankable – refugees and internally displaced populations.
Key articles for companies reporting the week of December 10, 2018