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Global growth estimates for 2024 continue to be ratcheted up. Is it going to be a ‘soft landing,’ ‘hard landing,’ or even ‘no landing?’...
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IntelTEXTA
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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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The last inflation-related measure PCE met expectations Market participants didn’t show fear of the PCE before the reveal and were right. We had a...
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Contextualization and Investment Thesis Dutch Bros (NYSE:BROS) is a drive-thru restaurant operator and franchisor that has been in the industry since 1992. With a...
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We don’t often think of Europe as leading the way when it comes to the doings of the global economy, but this week, the...
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Celsius Holdings (NASDAQ:CELH) has been one of the best-performing stocks in the market since the pandemic, as the company has taken the energy drinks...
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Introduction I had a ‘Strong Buy’ thesis about Google (NASDAQ:GOOG) in early March. I can praise myself for this call as the stock gained...
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The stock price of Intel Corporation (NASDAQ:INTC) plummeted a cool 30% since I took a small position in the chip company back in January...
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I last covered Infineon (OTCQX:IFNNY) (OTCQX:IFNNF) in March; I allocated a Buy rating at the time, and since then, the stock has gained 7.90%...
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Casgevy’s Rollout: A Genetic Leap or Stumble? I last visited CRISPR Therapeutics (NASDAQ:CRSP) in January. Recall that CRISPR’s Casgevy is a gene therapy product...
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Introduction The Cameco Corporation (NYSE:CCJ) (TSX:CCO:CA) has become a gift that keeps on giving. I started covering this Canadian uranium miner in November 2022....
