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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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Follow Play Earnings CallPlay Earnings Call Stanley Black & Decker, Inc. (SWK) JPMorgan Industrials Conference 2026 March 17, 2026 12:20 PM EDT Company Participants...
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Follow Play Earnings CallPlay Earnings Call KE Holdings Inc. (BEKE) Q4 2025 Earnings Call March 16, 2026 8:00 AM EDT Company Participants Siting Li...
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Northern Trust Asset Management is a global investment manager that helps investors navigate changing market environments in efforts to realize their long-term objectives. Entrusted...
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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...
