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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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This article was written by Follow Thornburg Investment Management is a privately owned global investment firm that offers a range of multi-strategy solutions for...
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This article was written by Follow IHS Markit (Nasdaq: INFO) is a world leader in critical information, analytics and solutions for the major industries...
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This article was written by Follow I’m a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued...
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With affirmative action outlawed, and use of SATs in decline, selective colleges are paying ever more attention to essays. ChatGPT poses a challenge. By...
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Listen below or on the go on Apple Podcasts and Spotify Catalyst watch for the week of October 8. Seeking Alpha Senior Executive Editor...
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Shares of Brighthouse Financial (NASDAQ:BHF) have been a mixed performer over the past year, losing about 4% of their value. More notably, they had...
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Dear readers, Few companies are as storied, as qualitative, or as interesting as LVMH (OTCPK:LVMUY). In an environment like this, we need to be...
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Iron Mountain Incorporated (NYSE:IRM) is a REIT focused on data storage. This comes in two segments – data centers, similar to those run by...
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Dear readers, EssilorLuxottica (OTCPK:ESLOF), which trades under the native ticker EL on the Paris exchange, is a French-based global leader in eye-wear. As argued...
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Investment thesis The analysis of Companhia Siderúrgica Nacional (NYSE:SID) reveals several problems and contradictions, with a few positive points. The drop in steel prices...
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There are few secrets in the semiconductor space, and that’s particularly true when you look at top-of-mind opportunities like silicon carbide (or SiC) and...
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By Min Joo Kang Nominal labour cash earnings grew slower than expected in August We had expected to see some acceleration in earnings given...
