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Unpaywalled by Smartkarma - Issue #19

Unpaywalled by Smartkarma
Unpaywalled by Smartkarma - Issue #19
By Smartkarma • Issue #19 • View online
A smorgasbord of unpaywalled Insight from Smartkarma, the Independent Investment Research Network.

01 INSIGHTS
Trending, unpaywalled analysis
Toyota is dead money until they provide a huge beat. Earnings call raised more questions than management was willing to answer. Quite surprisingly negative.
There appears to be less geopolitical risk with Singapore’s banks than some other large global banks. Singapore’s banks can better benefit from rising rates and high oil prices, more so than peers.
Management at Canoo warned investors that it might not have enough cash to ramp up operations and make it to the start of production. Canoo isn’t the only one who has issued a going concern warning over the last few months.
02 ORIGINALS
Exclusive, in-depth analysis commissioned by Smartkarma
We identify Anta Sports, Bosideng and Haier Smart Home as the beneficiaries of rising nationalistic trend of China’s consumer discretionary sector and provide deep-dives into their investment merits.
03 TWEETS
Top tweets of the week
🅰🅻🅴🆂🆂🅸🅾
Global aluminum inventories are excepted to dry up for 2023-2024.. a problem which we’ll face when it will too late as always https://t.co/VmPeupvndH
Redfin
The monthly mortgage payment on a median-priced home rose to a record high of $2,404 at the current 5.27% mortgage rate.

This was up 42% from last year when rates were 2.96% 👉 https://t.co/90JRZYqYKt https://t.co/sRRPzcgyiY
Michael Kantrowitz, CFA
If you are going to short indices, do it in the Russell indices - the S&P indices are inherently higher quality. I think small caps are toast as we see a global recession play out. I’d rather short the $IWM than the $SML all day. Russell indices have more junk in the trunk #macro https://t.co/APkvqQQrsx
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A smorgasbord of unpaywalled Insight from Smartkarma, the Independent Investment Research Network

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