Tessa RomeroJPMorgan Chase & Co, Research Division Welcome, everyone, to the 44th Annual JPMorgan Healthcare Conference. My name is Tessa Romero, and I’m one...
Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin...
Introduction I need to give Snap-on Incorporated (NYSE:SNA) some credit. While I’ve always acknowledged its ability to generate tremendous shareholder value, I still underestimated...
Thesis PriceSmart, Inc. (NASDAQ:PSMT) is a membership warehouse club, similar to Costco Wholesale Corporation (COST), based in San Diego and operating exclusively in Latin...
REITs are normally a good inflation hedge. But in the current inflationary environment, this isn’t the case. This might change of course. We already...
Most global economies are slowing down. Purchasing Managers’ Indices (PMIs) are now declining around the world. On Friday, China’s National Bureau of Statistics announced...
Ring-a-ring o’ roses, Pockets stuffed with debtsies. Nudge-wink, Hush-Hush! We all fall down! I discussed debt formation in my previous article “Macroeconomic Review: When...
In the ever-evolving landscape of cloud-based applications and infrastructure, one company stands tall in shaping the future of observability use cases – Datadog (NASDAQ:DDOG)....
The JPMorgan Global Manufacturing Purchasing Managers’ Index™ (PMI™) compiled by S&P Global, registered 48.8 in June, down from 49.6 in May. The decline indicates...