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Investment Thesis The US dollar has been underperforming recently, including against the EUR, GBP, and CHF. The DXY index is down over 2% so...
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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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Despite its relatively cheap valuation, Citigroup Inc. or Citi (NYSE:C) stock has continued to underperform its financial sector (XLF) peers. Therefore, it seems like...
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I’ve covered the Vanguard International High Dividend Yield ETF (NASDAQ:VYMI), a diversified index ETF focusing on international stocks with above-average yields, several times in...
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The following segment was excerpted from this fund letter. SmartRent, Inc. (NYSE:SMRT) You never know where you might find a new investment idea, and...
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Listen on the go – subscribe to Wall Street Breakfast on Apple Podcasts and Spotify This is an abridged conversation from Seeking Alpha’s Investing...
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The travel industry has rebounded nicely from the COVID-19 disaster, and Airbnb (NASDAQ:ABNB) has benefitted in many ways. However, several indications that economic trouble...
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It’s been several weeks since my last article and the S&P 500 (SPY) has continued higher as the technicals suggested it would. Disinflation has...
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The following segment was excerpted from this fund letter. Currently, Massif Capital’s portfolio has roughly 11% allocated across two utilities, NYSE:AES and Polaris Renewable...
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Introduction Diversified Energy (OTCQX:DECPF) is a producer of natural gas. The company specializes in buying old and semi-depleted natural gas wells off the hands...
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Co-authored with Treading Softly A friend texted me the other day and asked me how I was doing – I hope you have friends...
