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Global
Joined May 2010
latest Turkey note out to clients post today's political developments. I will be on @CNBC 6:30am GMT tomorrow am. Do listen in if you'd like a summary of my latest thoughts. I am on the @GLG, @Guidepoint and @AlphaSights expert networks if you'd like to discuss
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Looking to accelerate your research on #BankTechnology spending? Our expert discusses $FIS, $FI, $JKHY, $NCNO, and others: bit.ly/3WcEpbc
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#InfusionCenter industry VP provides perspective on Leqembi ramp-up, reimbursement, and the competitive landscape: bit.ly/3W5t4d8
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Does an $INFA and $CRM deal make sense? Today at 2:30pm EST we hear from a former Informatica executive: bit.ly/43Yg239
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A director of procurement at a top 5 EPC comments on why $ARRY is losing to GameChange Solar. Click the link for more on #solar trends. $NXT $SHLS $FSLR bit.ly/4aX6iIO
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#Insurance heat map: Our discussion centers on E&S market trends, including rates, competition, and terms and conditions. $HIG $RYAN $BRO $AJG bit.ly/3vNrmlR
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A surgical oncologist and general surgeon discusses $ISRG and gives hands-on da Vinci 5 feedback: bit.ly/3JbyA6a
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$TSMC and $NVDA update tomorrow on CoWoS capacity developments: How does Nvidia’s launch of its Blackwell #GPU impact TSMC’s CoWoS capacity? bit.ly/3TO7J5j
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$RCL, $CCL, $NCLH #CruiseLine update on booking, pricing, demand trends, and more: bit.ly/3U86jE2
Royal Caribbean Shares Sink Over 5% On Troubling Week go.forbes.com/c/NdBQ
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$DDOG and $DT partner unpacks #observability consumption and other key market trends: bit.ly/3vC8zdp
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We tap into #HVAC sales, inventory, and distributor margin trends in our recent trending call: bit.ly/4aqovhW
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Tomorrow we begin our April check on $AMZN, $META, and $GOOGL #DigitalAd spending trends: bit.ly/43QaabZ
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Could $IP's potential DS Smith acquisition improve returns? A long-time former industry executive opines. $WRK $PKG $KAI bit.ly/3PL7jLN
Reuters
@Reuters4 Apr 2024
International Paper to seek London listing if it inks deal with DS Smith reut.rs/3VGnWfp
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Moody’s former head of #ConsumerFinance breaks down key trends and outlooks for auto, credit card, student, and personal loans. $COF $DFS $C $JPM bit.ly/3vuQn5n
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Top call highlight — $ISRG da Vinci 5 discussion with the chief of urology at a large healthcare integrated delivery network: bit.ly/43HPFOA
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We discuss #coal and the Baltimore Port impact on US producer tonnage and global pricing. Sign up now: bit.ly/3JnazJP
The biggest US ports are stretching capacity limits and need to expand to cope with anticipated growth in inbound shipping, according to shipping industry veteran John McCown. trib.al/wilsAIk
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A former $SNOW executive speaks on the company's growth vs. Databricks: bit.ly/4a8Lcad
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Join our #HVAC call tomorrow as we unpack trends in sales, inventory, and distributor margins: bit.ly/3PLILlY
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$ENTG and other suppliers have been impacted by the CHIPS Act and this could create a chance for the company to capture market share. #CreditResearch bit.ly/4agbYh2
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