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Category: market-trends Market Trends
AI on Your Side – How to Invest in the Next Computing Paradigm
Artificial intelligence has already made a major impact across a wide variety of sectors. In this article, Simon Hylson-Smith, CEO of Paragon, explores the driving factors behind this technology, top industry applications, and the key companies leading the pack.
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Falling Crude Oil Prices? OPEC and the May 25 Production Cut Deadline
Robert Yawger, Mizuho Americas Energy Future Strategist comments on falling crude oil prices and likely scenarios when the OPEC production cut deal expires on May 25.
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Homebuilders: Favor Lennar & Toll Brothers As Cure for June Gloom?
Homebuilders have outperformed the S&P by 1200+bps YTD and we think a favorable macro backdrop and a robust Spring selling season are priced into the stocks at current valuation levels
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Amazon Potential Entry Into Pharmacy Market Not as Scary as it Sounds
We would be buyers of CVS and WBA on today’s weakness related to a press report that AMZN is considering entering the pharmacy market
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With AHCA in the Balance, Healthcare Sector Remains Conflicted
After much ado about healthcare reform, the Trump administration and Republican-majority House of Representatives voted through the American Health Care Act of 2017 (AHCA) in early May, despite the initial legislative defeat weeks prior
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Category: research Research
A Look at the LiDAR Market Through 2024E
In Vol. 50 of the Mi-Global Tech series, we take a look at the emerging LiDAR market
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Category: perspectives Perspectives
Why You Should Pay Attention to the Single-Family Rental REIT Sector
Haendel St. Juste is a Managing Director and senior US Real Estate Investment Trusts (REITs) analyst for Mizuho Americas. In this Q&A he discusses what led Mizuho to initiate coverage of single-family rental REITs, the impact of the Trump administration and why this sector offers such a compelling growth story.
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Takeaways from Las Vegas S/F Rental REIT Meetings
We recently visited Las Vegas, meeting with AMH & SFR and have come back with some key takeaways
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Category: research Research
The Next Phase of Price's War on the ACA? Bundles Delayed
This afternoon CMS published an Interim Final Rule in the Federal Register that further delays the effective and implementation dates of three key expansions of the bundled payments pilots