Louis Bersin

Global Equities | Not investment advice

[Louis Bersin @LouisBersin]

@jukan05 Abre los Ojos (Amenabar)
Whiplash (Chazelle)
Memento (Nolan)
2001 A Space Odyssey (Kubrick)
Vertigo (Hitchcock)

[Louis Bersin @LouisBersin]

Global Manufacturing PMI: 47.2 in February (previous print was 50.4).

[Louis Bersin @LouisBersin]

@clubmaliboo This article gaining popularity and people thinking AI means all out competition in each and every part of the digital world. https://t.co/FCMoF8iAA0

[Louis Bersin @LouisBersin]

@clubmaliboo Hitachi, Vertiv, Schneider, WEG SA, HD Hyundai Electric, Hyosung

[Louis Bersin @LouisBersin]

@TechC172 @long_equity This might be what you’re looking for: https://t.co/JqU1s5a4fJ

[Louis Bersin @LouisBersin]

@sunchartist What do you think of Yardeni’s track record as a forecaster?

[Louis Bersin @LouisBersin]

@eXcretaDeBull @BigBearF1 This is how Paris was famously defended during WWI: https://t.co/BgE0esXmeS

[Louis Bersin @LouisBersin]

@clubmaliboo It tends to be true (although there are always single-stock counterexamples). https://t.co/JqU1s5a4fJ

[Louis Bersin @LouisBersin]

@whiff_of Merci ! Merry Christmas to you too!

[Louis Bersin @LouisBersin]

@clubmaliboo Revolut

[Louis Bersin @LouisBersin]

@Andre_Dragosch Very appreciated, thank you André!

[Louis Bersin @LouisBersin]

Rough ride ahead for Global Semis.