AI driven 10Q / 10K filings analysis
Text discussions within financial filings contain material information - since there are always reasons when companies change their wordings, being alerted to these changes allows investors to realise potential risk factors and opportunities before they are reflected in the market, ideal for idea generation and portfolio monitoring. Recent highlights include Capri (market share fears / no more international expansion), Home Depot (rethinking dividend programme), Keysight Technologies (order cancellation & delays / competitors expand market position), Microchip Technology (ASP concerns) and Monroe (takeover target).
Edition: 164
- 07 July, 2023
The fight for Latin America
China has ended the Monroe Doctrine, claims Charles Hess. We are seeing a geo-economic fight for influence in Latin America between the US and China, with the latter ramping up support to nations who have endured the IMF’s restrictions. New left-leaning leaders in the area will be able to play both parties against each other for their economic advantage. With this power in their hands, along with new and surprising approaches to policy, we will see considerable expansion in the region in the near future.
Edition: 131
- 18 March, 2022