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The Harris Bounce US special
Summary With Kamala Harris on top of the Democratic ticket, the odds for the Democrats have dramatically improved. After weeks of media hype and her nomination at the Democratic
海外研报
2024年09月05日
Potential implications of corporate tax reform for S&P 500 earnings
Recent investor questions have focused on the possibility of changes tocorporate tax policy following the upcoming US elections in November. While
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2024年09月05日
September Analyst Day Opportunities
Our research shows that call buying around analyst days has been asystematically profitable option buying strategy over the past 20 years. Buying
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2024年09月05日
Weekly commentary
Patience needed in the AI buildout• Investors have started to worry about tech companies spending big on artificial
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2024年09月05日
Positive Lyme booster data supportive of profile and vaccination schedule
Valneva reported positive data for a second booster vaccination from its Phase 2(VLA15-221) trial of VLA15 (co-developed with Pfizer, covered by Chris Shibutani) in
海外研报
2024年09月06日
