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Semiconductors: The Four Horsemen of AI

Semiconductors: The Four Horsemen of AI

Fundamental, Research
In a thematic dated March 28, we highlighted four major...
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Spring 2023 Regulatory Agenda: Financial Highlights

Spring 2023 Regulatory Agenda: Financial Highlights

Policy & Legal, Research
The Biden administration released its latest semiannual regulatory agenda...
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China Electric Vehicle Batteries: Overseas Expansion Will Bring Growth Opportunities

China Electric Vehicle Batteries: Overseas Expansion Will Bring Growth Opportunities

Fundamental, Research
Incentives offered in the U.S. and Europe for electric vehicle (EV)...
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Insurance Implications from the Canadian Wildfires

Insurance Implications from the Canadian Wildfires

Fundamental, Research
Insured losses from the wildfires burning in many provinces in Canada...
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Sector Watch: The Bull is Back

Sector Watch: The Bull is Back

Fundamental, Research
Insurance business models have undergone a sea change...
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Lowry Mid-Week Commentary Week of June 14, 2023

Lowry Mid-Week Commentary Week of June 14, 2023

Research, Technical
While the S&P 500 Index and the NASDAQ Composite...
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Lowry Weekly Sector Commentary Week of June 6, 2023

Lowry Weekly Sector Commentary Week of June 6, 2023

Research, Technical
Trading since the May 23 Sector report has certainly...
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Sector Watch: Hike, Skip, and a Jump

Sector Watch: Hike, Skip, and a Jump

Fundamental, Research
Last week’s market action was influenced by at least three factors...
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Multi-Line Insurers Deserve a Closer Look

Multi-Line Insurers Deserve a Closer Look

Fundamental, Research
Insurance business models have undergone a sea change...
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European Health Care Equipment & Services: Receding Headwinds

European Health Care Equipment & Services: Receding Headwinds

Fundamental, Research
We see easing headwinds for the European Health Care Equipment & Services industry...
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