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Spotlight Recruit: The Ribbon Model February 11, 2022

By Knowledge Leaders Team in Knowledge Leaders

Recruit Group delivers the digital meeting spaces of choice for matching individuals and business clients. Founded in 1960, in Tokyo, Japan, the firm’s first project launched a job-hunting magazine that created an open job market connecting new college graduates with corporations. Since then, the firm…

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Is Inflation on the Cusp of Coming Down? February 09, 2022

By Steven Vannelli, CFA in Economy, Markets

Tomorrow we get the consumer price index year-over-year for January, with expectations for 7.25%. This would take the CPI to a new high for the cycle, rising from 7% year-over-year from December. We would like to see the print undershoot and offer several reasons why…

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Spotlight Ulvac: The Ultimate Vacuum Technology January 31, 2022

By Knowledge Leaders Team in Knowledge Leaders

Headquartered in Japan, Ulvac makes vacuum devices and instruments for manufacturers in the semiconductor, electronics, chemical, pharmaceutical and food industries. Founded in 1952 as an importer of vacuum equipment—for which it hoped to spearhead widespread adoption in Japan–today Ulvac is a global leader in vacuum…

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Spotlight Hoya: Eyes on the Future January 21, 2022

By Knowledge Leaders Team in Knowledge Leaders

Hoya is a global leader in the specialized glass used in eyeglass lenses, health care, and electronics products. The firm was founded in 1941 when brothers Shoichi and Shigeru Yamanaka set up a factory in the city of Hoya, Japan, with a plan to make…

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Is It Time to Buy the Dip … in Health Care Stocks? January 19, 2022

By Steven Vannelli, CFA in Markets

For all the following charts, we are looking at the sector performance and internals of our group of companies within each sector in North America. We look at the top 85% of market cap, so we consider both large and mid-caps. In the table below,…

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Spotlight Kurita: Water as Breakthrough Technology January 12, 2022

By Knowledge Leaders Team in Knowledge Leaders

Based in Tokyo, Japan, Kurita Water is a global leader in water management and water treatment chemicals. Since its founding in 1949, when the firm began making chemicals to manage sediment buildup in boilers, Kurita Water has been at work innovating to solve water and…

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Powell Successfully Walks the Tightrope January 11, 2022

By Knowledge Leaders Team in Economy, Markets, News

Below we highlight a few takeaways from Fed Chair Jerome Powell’s confirmation hearing today before the Senate Banking Committee, broken down by topic. -Focus on “less accommodative” moves -Powell made numerous statements indicating that COVID, though prevalent, will not be as pressing in policy decisions…

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