Four drivers are shaping the investment climate. First, ahead of the run-off elections in France, the market feels more comfortable…
Introduction As a longtime reader, and analyst here on Seeking Alpha, I can relate to readers when they mention the…
Originally published on July 05, 2024 By SchiffGold After nearly 10 months of issuing mostly short-term debt, the Treasury finally…
Price pressures remained elevated globally, according to PMI survey data, as further signs of cooling in the service sectors of…
How long has it been since we've seen growth from IBM? International Business Machines (IBM) is a stock I've been…
We received a few more data points this week, validating the increasingly consensus view that the economy is slowing -…
Investment thesis My previous cautious thesis about Deere (NYSE:DE) aged well as the stock price declined by around 10% since…
Investment thesis Following a >20% decline in its stock price, I wanted to check whether J.B. Hunt Transport Services (NASDAQ:JBHT)…
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