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Mercado Libre is the largest online marketplace in Latin America. Headquartered in Buenos Aires, Argentina, and available in 18 countries, the firm’s offerings span from the popular, namesake digital marketplace, “Mercado Libre,” to its digital payment and credit platform, “Mercado Pago,” shipping and logistics arm,…

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Cracking and Pivoting June 22, 2022

By Steven Vannelli, CFA in Economy, News

The President today asked Congress for a gasoline tax holiday to alleviate the cost of gasoline and diesel in the country. This is not the solution. With the exception of a 200,000 barrel/day refinery in Garyville, Louisiana, built by Marathon Petroleum in July 2020, there…

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Headquartered in Melbourne, Australia, Incitec Pivot is a global leader in the materials sector with an unrelenting focus on Zero Harm, the expectation that its operations should never expose staff to harm or cause environmental incidents. The company’s origins began in the 1800s with the…

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Spotlight Norsk Hydro: Metals of the Future June 07, 2022

By Knowledge Leaders Team in Knowledge Leaders

Headquartered in Oslo, Norway, Norsk Hydro is one of the largest aluminum companies in the world. It aims to convert natural resources into sustainable products for people and business. Since its founding in 1905, this Knowledge Leader has worked for over a century to develop…

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Divergences in the Energy Patch June 07, 2022

By Steven Vannelli, CFA in Economy, Markets

Crude oil and energy equities have been on a tear for the last two years. But now we are seeing some divergences between oil prices and other related variables. First, as everyone knows, oil prices have been the main driver of rising bond yields this…

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Spotlight Steris: Keeping It Clean June 03, 2022

By Knowledge Leaders Team in Knowledge Leaders

Steris Corporation aims to prevent infection in operating rooms, labs, dental offices, and manufacturing plants around the world. A leader in sterilization technologies, this Knowledge Leader was founded in 1985 with a mission to create a healthier and safer world through innovation of sterile equipment…

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Tour of the Global Equity Markets June 03, 2022

By Steven Vannelli, CFA in Markets

Please find below our Mid-Quarter Update: Tour of the Global Equity Markets. Prefer to download this presentation in PDF? Please click here.   1. Summary We have a very precise methodology for dissecting the world’s equity markets. ​​​​​We take: 1)The top 85% of the market cap of each…

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An Inflection Point in the Labor Market? May 26, 2022

By Steven Vannelli, CFA in Economy, News

As everyone knows, the labor market has been quite strong, with expectations for the unemployment rate to fall further next week. Much has been made of the relationship between job openings and unemployed people that are in the labor force. The ratio of job openings…

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Inflation, Growth, China and Financial Markets May 19, 2022

By Steven Vannelli, CFA in Economy, Markets

All year inflation has been the narrative driving markets. Since December 2021, once the Bloomberg Commodity Index (BCOM) took off, rates have risen in tandem. But, interestingly enough the BCOM has been flat since peaking on March 8, 2022. Every day we seem to be…

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