THE OPPORTUNITY Food production will need to increase by more than 70% over the next few decades to feed the expected growth in world population, increased urbanization and as emerging economies join the consumption class.   World Population growth is expected to bring the earth’s residents to more than nine billion in 2050 from seven…

During Market Downdrafts, Stay in front of Clients as Opposed to burying your head in the sand.  There may be very few sell-side analysts today who have lived through major market downdrafts similar to those experienced in 1987, 2000 and 2008. Environments like these separate the grown ups from the kids. If you are sell-side…

I have been asked many times over where I get some good company  information to report to my institutional clients.  Well, it can be from anywhere and in the most unlikely places.  You just have to recognize it when you see or hear it then figure out why it is useful information for your clients. For example,…

High impact equity research calls are the key to success at any financial institution on Wall Street.  Here is a Long-term example.  Each year I would launch a major theme piece indicating the key issues and growth drivers that  would impact my sector over the course of the next few years. Once I have launched the report,…

After writing about the role of an equity research analyst on Wall Street, I thought it would be appropriate to touch on High Impact Research. I’m sure volumes of books have been written on it and more will be forthcoming. High Impact Research is difficult to quantify so I will provide a short-term and a…