News
The Fed Is Talking About Rate Cuts Because They Also See A Recession Coming
Based on the behavior of various proven leading economic indicators, we have been warning about a major US recession coming,…
Vale Could Have A Decent Year, Despite Poor Global Economic Prospects (NYSE:VALE)
Investment thesis: Betting on Vale S.A. (NYSE:VALE) might not make much sense if one is expecting a more or less…
A Whole Lot Of Nothing At The Surface
The S&P 500 is still within 2% of its record closing high reached exactly two years ago on January 3rd,…
Amerigo Resources – 2024 Should Be A Good Year (ARREF)
Introduction French cabling specialist Nexans (OTCPK:NXPRF) (OTCPK:NEXNY) is currently the largest position in my stock portfolio and I've been looking…
Genpact Stock: AI And Cloud Will Drive Transformational Demand (NYSE:G)
Investment thesis Our current investment thesis is that from an internal perspective, we believe Genpact (NYSE:G) is a good business…
Broadcom: Will Be A Different Company In 2024 (NASDAQ:AVGO)
The Broadcom Investment Thesis Broadcom Investor PresentationAfter Broadcom Inc. (NASDAQ:AVGO) benefited from the market environment in 2023, 2024 will be…
SPY: Bearish Divergence, Widespread Complacency, Excessive Rate Optimism, Market Top (SPY)
After a 25% gain in 2023 the SPDR® S&P 500 ETF Trust (NYSEARCA:SPY) now faces three major near-term headwinds that…
Resources Connection, Inc. (RGP) Q2 2024 Earnings Call Transcript
Resources Connection, Inc. (NASDAQ:RGP) Q2 2024 Earnings Conference Call January 3, 2023 5:00 PM ET Company Participants Kate Duchene -…