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There have been myriad abuses in the auto loan business in recent years. People desperate to buy cars that were in short supply during...
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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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Yesterday, stocks fell sharply in response to another increase in long-term Treasury yields with the 10-year breaching 4.8%. I equate this bond sell-off to...
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Introduction Markets are in turmoil. While the S&P 500 is still holding up well, real carnage has taken place in defensive sectors. Looking at...
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Despite the gold price declining for several months, its performance is extremely strong considering sharply rising real interest rates. To measure gold’s performance against...
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With a boost from a growing number of cities and states, the souped up two-wheelers are increasingly displacing cars for short trips — and...
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Global central bank hiking cycles have dominated financial market headlines for the last 18 months, keeping many investors on the sidelines, hiding out in...
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Accretive acquisitions used to be all about earnings and really not much else. The oil and gas industry has a different idea about accretive...
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Introduction About two years ago, I thought Faurecia was trading at an interesting valuation as most car suppliers were still not properly appreciated by...
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Back in July, I wrote that JD.com (NASDAQ:JD) was facing increased competition and that its business model was not as strong as some other...
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Nvidia (NVDA) has been the biggest contributor to S&P 500 gains so far this year. According to Howard Silverblatt at S&P Global, NVDA’s 198%...
