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...Nonetheless, the cannabis industry “still appeals as a high growth sector”, according to Jonathan DeCourcey, an analyst at investment bank BTIG....
...“I think the kabuki theatre is going to be particularly annoying and ugly this time . . . it will force the market to pay attention,” says Isaac Boltansky, policy analyst at BTIG....
...As BTIG’s Isaac Boltansky puts it, “the only time deficit hawks fly in Washington DC is under a divided government”. And this partisan species of austerity will very likely come at a cost to profits....
...The Inflation Reduction Act looks to be, on net, mildly contractionary, dinging earnings next year while slashing the deficit: Isaac Boltansky, BTIG’s policy analyst, sums up the risk: “During times of...
...“He has proved to be prescient” in warning that inflation would soar, threatening the dollar reserves of American companies, says Mark Palmer at BTIG, one of the few analysts on Wall Street to follow MicroStrategy...
...“You have new challenges now,” says Jake Fuller, an Uber analyst at BTIG. “New challenges in front of you [that] include big regulatory challenges the world over.”...
...FTX said Paradigm, the fintech venture firm Ribbit Capital, and the brokerage BTIG, helped its ventures team on the fundraising effort. Ribbit is also an investor....
...My other favourite Wall Street policy guy, Isaac Boltansky of BTIG, told me: The policy differences are likely only at the margins . . ....
...really hurt Biogen for a while because it was such an overwhelming focus of the company, they got behind in gene therapy [and] new neurodegenerative treatments,” said Tom Shrader, managing director of BTIG...
...“It’s likely to be a headwind, but honestly, at the overall earnings level, it’s really going to be negligible,” said Julian Emanuel, chief equity and derivatives strategist at BTIG....
...Analysts at BTIG estimate Uber’s extra costs in paying for holidays and pensions would “amount to a high single-digit hit to the UK rideshare take-rate”, amounting to a $260m, or 2 percentage point, drag...
...Julian Emanuel at BTIG thinks the dramatic divergence between the Nasdaq 100 — aka big tech — and financials this year to the tune of nearly 50 per cent, could well reverse during the latest earnings season...
...BTIG has hired two loan trading managing directors to its London fixed income credit desk, Imran Khan and Andrew Chappell. Both previously worked at Stifel Financial....
...Julian Emanuel and Michael Chu at BTIG highlight via this chart: “In 30 years of data, Vix between 25 and 45 has been accompanied by large net declines for the S&P 500; positive stock returns are skewed...
...It may take a few weeks before problems start showing up on lenders’ reports to investors, said Giuliano Bologna, an analyst at BTIG....
...Higher bond yields means a “further rotation out of defensives and into cyclicals, especially financials, can be expected”, adds BTIG....
...BTIG adds, “in an environment where volatility is likely to remain elevated” that boosts “the attractiveness of selectively targeted option premium selling strategies”....
...After the presentation, analysts at BTIG and SVB Leerink both said their share price targets were based on a 50 per cent chance of approval....
...With net debt of about $26.6bn, Teva is in a “tough financial position”, said analysts at BTIG, especially if opioid litigation liabilities rise far above $3.5bn to $4bn....
...“After months of apologising for getting this story so wrong, we are relieved and not entirely surprised,” said Thomas Shrader, an analyst at BTIG....
...Timothy Chiang, analyst at BTIG, said Mylan had faced significant challenges and recent launches had not met expectations....
...BTIG analyst Walter Piecyk began coverage of both Uber and Lyft with “buy” ratings, saying he expects self-driving vehicles to begin positively impacting their operating results within five years....
...“There’s a lot of challenges in terms of the short nature of the content . . . and very young consumers,” said Rich Greenfield, an analyst at BTIG....
...“It’s been a market that has gone from being one of the hottest with significant growth to one that has had large reductions in value and elevated levels of vacancy,” said James Sullivan, an analyst at BTIG...
...“Investors essentially want to understand whether Disney can make the transition to a tech company,” said Rich Greenfield, analyst at BTIG....
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