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...
Approximately two months ago, I wrote an article on the PIMCO Dynamic Income Fund (NYSE:PDI) elaborating on the three most important risk factors to...
Investment Summary One of the biggest news stories this year in the materials industry has to be the announcement that Livent Corporation (NYSE:LTHM) and...