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By Benjamin Schroeder | Padhraic Garvey, CFA | Michiel Tukker US CPI should be supportive, but pay attention to services price inflation which needs...
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This article was written by Follow For almost a decade, I held research analyst positions in various investment firms, mostly in Toronto. In the...
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This article was written by Follow I am an individual investor that is now fully focus on managing my own capital that I have...
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This article was written by Follow I’m a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated...
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Ichor Holdings (NASDAQ:ICHR), a supplier of fluid delivery subsystems for semiconductor capital equipment, has been kept contained for close to 2.5 years. The stock...
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The solar industry has been obliterated in the past months, and fairly so because of incompetent management. One of the largest losers was none...
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Schwab High Yield Bond ETF (NYSEARCA:SCYB) has been an ETF I’ve had my eye on for a while. SCYB has been around for a...
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Wall Street loves a good rebound story, but the critical question is if turnarounds can be sustained. One of the stocks that surprised us...
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Thesis The iShares Frontier and Select EM ETF (NYSEARCA:FM) is an equities exchange traded fund. While most investors are familiar with emerging markets and...
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By James Smith, Developed Markets Economist, UK; Michiel Tukker, Senior European Rates Strategist; Benjamin Schroeder, Senior Rates Strategist; and Francesco Pesole, FX Strategist UK...
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The Pitch As more companies use AI models to understand their markets, customers, and competitors, they will need increasingly vast amounts of recent data....
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Thesis Matson (NYSE:MATX) is a leading shipping firm. It deals with problems in the transport world. There are economic issues in Hawaii and Alaska....
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Scorpio Tankers (NYSE:STNG) is up 94% over the last year and the company reported strong financial performance for Q1-2024 back in May. The company’s...
