2025 trading behavior prominently featured momentum. Certain categories of stocks soared to new heights while others were left in the dust. Toward the end...
Investment Thesis In the previous article on B. Riley Financial (NASDAQ:RILY), I arrived at a cautious ‘Hold’ rating for the controversial California-based investment bank,...
Rapid Recall This is what I said in my previous Arista Networks (NYSE:ANET) analysis, titled Adapting To Changing AI Infrastructure Demand: […] Last year,...
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“The drivers of inflation are changing… Domestic price pressures, including from rising wages and still robust profit margins,” are increasingly important: ECB’s Lagarde. Energy...
The following segment was excerpted from this fund letter. Tucows (NASDAQ:TCX) I have explained the various challenges at Tucows several times in the past...