Explore how strong US fiscal flows & potential Fed actions may impact liquidity, risk assets, & real estate in Q3 2025.

Core Molding Technologies sees early signs of stabilization, a new Volvo deal, and diversification progress, but upside is ...

Chief executive officers still expect the Consumer Price Index to be in the 3%-4% range over the next twelve months, a ...

Market has overreacted to the downside on e.l.f. Beauty removing their fiscal 2026 outlook due to uncertainty about tariffs.

Annaly Capital has improved tailwinds from falling mortgage spreads and low refinancing levels, limiting the risk of book ...

Seaport Research Partners initiated Arm Holdings (ARM) with a Buy rating as the semiconductor firm continues to expand into ...

TBIL provides ultrashort Treasury exposure tied to Fed policy, but possible rate cuts may pressure yields, favoring rotation.

IO Biotech reported its phase 3 trial readout on melanoma immunotherapy. Check out my updated investment thesis on IOBT stock ...

The dispute between Kroger ( KR) and C&S Wholesale Grocers originated with the collapse of the proposed merger between Kroger ...

Volkswagen AG faces challenges from U.S. tariffs and China market decline. Click for my updated look at VWAGY and its ...

The intraday chart of COMEX gold futures on Thursday and Friday shows the complete round trip triggered by the bungled tariff ...