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Purpose I look at the high frequency weekly indicators because while they can be very noisy, they provide a good nowcast of the economy,...
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iFintechWorld
iFintechWorld
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A company of Manulife Investment Management, John Hancock Investment Management serves investors through a unique multimanager approach, complementing our extensive in-house capabilities with an...
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This article was written by Follow Richard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the...
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Follow Play Earnings CallPlay Earnings Call Silicon Laboratories Inc. (SLAB) Barclays 23rd Annual Global Technology Conference December 11, 2025 12:50 PM EST Company Participants...
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Article Thesis Alibaba Group Holding Limited (NYSE:BABA) is about to become a very different company due to the spin-offs it plans. Breaking up the...
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By Eric Winograd China’s growth has slowed, but the context is important – an intentional transition to a more balanced economy that relies less...
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US business activity growth remained close to stalled for a second month in a row in September, according to flash PMI data compiled by...
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Investment Thesis IBM (NYSE:IBM) has a rich history of being at the forefront of technological evolution in the past. Founded in 1911, IBM played...
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HighPeak Energy (NASDAQ:HPK) has successfully refinanced its debt, pushing its next debt maturity (based on the springing maturity of its existing credit facility) out...
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Introduction MarketWise Inc (NASDAQ:MKTW) is quite an interesting company that is focusing mostly on the retail investor side of the market. The company offers...
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US It will be a busy week filled with a wide range of economic releases, with the focus falling on the consumer and the...
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Three investment return trends related to the green transition concern me. These apply across all sectors but to automotive in particular. Here is how...
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Investment thesis Our current investment thesis is: UTZ has a solid business model, with a strong national presence in the US across many household...
