The last few years have been mayhem. I do not need to go into the details of COVID, rising interest…
Last week's article called for a drop in the S&P500 (SPY) to test 4448-58. Considering this week's low was 4444,…
The AI Investment Thesis Is Promising, But SMCI's Valuations Has Been Overly Boosted It seems that Super Micro Computer, Inc.…
Forge Global Holdings, Inc. (NYSE:FRGE) Q2 2023 Earnings Conference Call August 8, 2023 5:00 PM ET Company Participants Dominic Paschel…
Ellington Residential Mortgage REIT (NYSE:EARN) Q2 2023 Earnings Conference Call August 11, 2023 11:00 AM ET Company Participants Alaael-Deen Shilleh…
Overview My recommendation for Informatica (NYSE:INFA) is to continue holding a small stake as I await INFA’s 3Q23 results to…
Co-authored with Treading Softly. It's amazing how a little shift in perspective can completely reorient how you look at something.…
Earnings of First Bancorp (NASDAQ:FBNC) will most probably plunge this year due to margin shrinkage and higher operating expenses. On…
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