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Ardmore Shipping Corporation (NYSE:ASC) recently noted a transformation phase that included the optimization of the schedules of its ships and the reduction in fuel...
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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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A few weeks ago, I wrote a cautious article on the Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB), arguing investors should...
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What businesses underpin our world? What businesses make a compelling case for investment? Depending on who you ask, everyone has a different answer. The...
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Soft landing? Not so fast. The triple threat of rising interest rates, oil prices, and the US dollar is the result of the ubiquitous...
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BTI and Ray Dalio’s grand scheme of investing The goals of this article are twofold. First, I want to share the key insights I’ve...
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Medical Equipment is a large market where disruptive technology that provides lower costs creates competition and progress. Nano-X Imaging Ltd. (NASDAQ:NNOX) is a company...
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For the first time in several months, I’m seeing some bargains beginning to appear in the market. Of course, I’m more conservative with purchases...
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Written by Nick Ackerman. Real estate investment trusts (“REITs”) have been getting hit hard by higher yields as the Fed ramped up interest rates....
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Reason for the update: New clinical data readout The most recent clinical data from NewAmsterdam Pharma (NASDAQ:NAMS) has showcased the potential of obicetrapib in...
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When bank economists get bearish, you know that data looks pretty dour. Kudos to Robert for candour in this interview. The chart below shows...
