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By Eric Winograd China’s growth has slowed, but the context is important – an intentional transition to a more balanced economy that relies less...
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Operator Good day, and thank you for standing by. Welcome to the Intuitive First Quarter 2026 Earnings Conference Call. [Operator Instructions] Please be advised...
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This article was written by Follow I spent 30 years in the institutional trenches as a trader, analyst, and portfolio manager, eventually running the...
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This article was written by Follow Aaron Chow, aka Elephant Analytics has 15+ years of analytical experience and is a top rated analyst on...
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US business activity growth remained close to stalled for a second month in a row in September, according to flash PMI data compiled by...
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Investment Thesis IBM (NYSE:IBM) has a rich history of being at the forefront of technological evolution in the past. Founded in 1911, IBM played...
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HighPeak Energy (NASDAQ:HPK) has successfully refinanced its debt, pushing its next debt maturity (based on the springing maturity of its existing credit facility) out...
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Introduction MarketWise Inc (NASDAQ:MKTW) is quite an interesting company that is focusing mostly on the retail investor side of the market. The company offers...
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US It will be a busy week filled with a wide range of economic releases, with the focus falling on the consumer and the...
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Three investment return trends related to the green transition concern me. These apply across all sectors but to automotive in particular. Here is how...
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Investment thesis Our current investment thesis is: UTZ has a solid business model, with a strong national presence in the US across many household...
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T-Bills are an incredibly attractive option at this time. At 5.5%, you’re getting high income, high principal stability and tax efficiency across very predictable...
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Thesis Norwegian Cruise Line Holdings, LTD. (NYSE:NCLH) endured significant challenges during the pandemic, resulting in a substantial debt burden that will affect its future...
