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In my last article, I described the disconnect between the risk inherent in bank deposits and depositors’ perceptions of that risk. In the case...
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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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Follow Play Earnings CallPlay Earnings Call Dynatrace, Inc. (DT) Barclays 23rd Annual Global Technology Conference December 10, 2025 12:50 PM EST Company Participants Rick...
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Last Fall, I wrote a cautious initiation article on the Nasdaq 100 Covered Call ETF (NASDAQ:QYLD), warning against the tradeoff the QYLD ETF makes...
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Does chicken grown from cells actually taste like chicken? Americans will soon find out. This week, the U.S. greenlighted two brands to make cell-grown...
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Introduction Bonds have been an unpopular asset class from the end of the 2008-09 financial crisis until about a year ago. For most of...
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Introduction The Phoenix-based Freeport-McMoRan (NYSE:FCX), the world’s largest publicly-traded copper company, released its first quarter 2023 results on April 21, 2023. Note: This article...
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Amazon is throwing good money after bad Amazon.com, Inc. (NASDAQ:AMZN) is known for its wide range of products and services: From running the largest...
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Investment Thesis Flywire Corporation (NASDAQ:FLYW) possesses several key elements necessary for sustainable high growth in the payments industry. The company operates on a modern...
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Thesis The market has been on a tear, with the S&P 500 up over 14% this year. With many investors expecting stocks to tank...
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“The world is your oyster. It’s up to you to find the pearls.” Chris Gardner, author of “The Pursuit of Happyness” With the S&P...
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Western Union (NYSE:WU) shares have lost nearly half of their value in the last two years due to concerns about declining financial numbers and...
