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Investment Thesis Last time I wrote about Home Depot (NYSE:HD), I talked about how the current macroeconomic climate was putting pressure on the company....
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Market Review North America U.S. Real Estate Investment Trusts (REITs) remain attractively priced, trading at about a 6% discount to net asset value (NAV),...
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Follow Play Earnings CallPlay Earnings Call Birkenstock Holding plc (BIRK) Q4 2025 Earnings Call December 18, 2025 8:00 AM EST Company Participants Megan Kulick...
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Follow Play Earnings CallPlay Earnings Call Jabil Inc. (JBL) Q1 2026 Earnings Call December 17, 2025 8:30 AM EST Company Participants Adam Berry –...
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The global economic outlook along with market valuations and asset class fundamentals all lead us to favor fixed income. Relative to equities, we believe...
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By James Smith, Developed Markets Economist To no great surprise, UK inflation plunged in October as the impact of lower gas prices finally showed...
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Finally, we are getting some good news about the economy. Inflation has dropped down significantly which means that the Fed, in my opinion, will...
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GrainCorp Limited (OTCPK:GRCLF) Q3 2023 Earnings Conference Call November 15, 2023 6:00 PM ET Company Participants Robert Spurway – Managing Director, Chief Executive Officer...
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Investment Thesis International Seaways (NYSE:INSW) is a shipping services company that deals in the transportation of petroleum products and crude oil. The company has...
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A flat October US CPI release yesterday inspired both equities and bonds to rally on a growing belief that inflation is decreasing, and the...
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Research Note Summary Returning to a favorite sector of mine, financials, in today’s research note I’ll be doing my 3 month review of Capital...
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Gambling.com Group Limited (NASDAQ:GAMB) Q3 2023 Earnings Conference Call November 15, 2023 4:30 PM ET Company Participants Peter McGough – VP, IR Charles Gillespie...
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Universal Technical Institute, Inc. (NYSE:UTI) Q4 2023 Earnings Conference Call November 15, 2023 4:30 PM ET Company Participants Matt Kempton – Vice President of...
