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The big question mark on many investors’ minds this year has been what will happen with interest rates? When will the Fed decide to...
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This article was written by Follow Michael Kramer is the founder of Mott Capital, and is a long-only investor who focuses on macro themes...
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Seeking Alpha’s Calls Of The Week Nike (NKE): Why Investors Should Still ‘Just Do It.’ Realty Income (O) Is In The Buy Column For...
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This article was written by Follow I have approximately 13 years of experience trading and researching, specifically relating to central banking and credit cycles....
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Oil prices have been marching higher as the summer driving season gets into full swing. While both WTI and Brent are in rally mode,...
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Thanks to the above table from Briefing.com, it’s labor force data week, with JOLTS due out Tuesday morning, ADP Wednesday morning, jobless claims due...
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Palo Alto Networks’ (NASDAQ:PANW) (NEOE:PANW:CA) share price has remained resilient in recent months, despite the business facing headwinds that may take longer to reverse...
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Investment Thesis Military drone maker AeroVironment (NASDAQ:NASDAQ:AVAV) reported their full-year FY24 earnings results today, which beat expectations on the top and bottom lines. The...
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The Fund Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT) invests in investment grade corporate bonds, which at the portfolio level have a weighted average maturity...
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Investment Thesis: I rate the stock as a Hold at this time. Commercial Metals Company (NYSE:CMC) is best known as being the largest manufacturer...
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The ‘flash’ PMI survey data for June provide an early snapshot of economic conditions in the euro area after the European Central Bank cut...
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With Apple (AAPL) appearing to announce an exit from the Buy Now, Pay Later space, Affirm (NASDAQ:AFRM) is looking like an increasingly attractive bet....
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Investment Thesis Global freight rates continue to incur volatility and have stretched back towards 2022 highs. The containerized freight index shown in Figure 1,...
