Asana shares have rebounded nearly 50% this year, in sympathy with other tech stocks. Read why I think there is plenty of room for ASAN stock to rebound higher.Read full newsRead More
Elbit Systems should benefit from the increased defense spending in Europe and the United States. Click here to learn why I still rate ESLT stock a Hold.Read full newsRead More
JetBlue and Spirit merger will likely go through. The Department of Justice's legal footing, Section 7 of the Clayton Act, may be fairly weak.Read full newsRead More
Vltava Fund is dedicating this letter to shareholders to the allocation of capital by companies and how we view it. Click here to read the full fund letter.Read full newsRead More
How's the war going? Huh? Do you mean the war over in Ukraine? Or the US government's war against its own people?Well, the first one, the Ukraine War, is mostly destroying Europe - though, apparently, the denizens of Germany, Holland, et al., haven't figured that out yet. Europe's industrial economy is toast without affordable Russian natural gas supplies.We turned off their pipeline for that in S...Read More
There are risks to Delta's business, as there are risks with any airline. Read why Delta has a strong execution path ahead.Read full newsRead More
I saw that the prime age employment/population ratio hit 80.7 in March. Read more here.Read full newsRead More
American Airlines won't be harmed by higher oil prices. Read why American Airlines (AAL) stock remains incredibly cheap.Read full newsRead More
Gold rose by 9.2% during Q1, to US$1,980/oz, propelled by fears of an economic crisis and simmering geopolitical tensions.Read full newsRead More
The Vanguard Health Care VHT ETF is an excellent defensively-oriented fund to hold during challenging economic times. Read about the fund's recent outperformance.Read full newsRead More
The March employment report showed job creation slowed, but remains above 2018 and 2019 levels. Read why labor force participation remains an issue.Read full newsRead More
Panama's Bladex is a unique trade-focused bank. Read why Bladex is in an advantageous position for dealing with current banking industry conditions.Read full newsRead More
Unemployment remains tight at 3.5%, setting the stage for another interest rate hike. See why investors should follow jobs data by investing in growing sectors.Read full newsRead More
Many investors lack appropriate exposure to corporate debt positions. iBonds ETFs provide structural and strategic benefits for investors. Read more here.Read full newsRead More
Seadrill's reorganization will help the company rethink its strategy. Read more on how this move helps Seadrill prepare itself for renewal in offshore development projects.Read full newsRead More
Google (GOOG) is likely to see only single-digit topline growth due to persistent ad market weakness, but it should report solid free cash flows. Read more here.Read full newsRead More
Cricut went public during the pandemic as it experienced strong stay-at-home user growth. Read why, as the pandemic waned, user engagement and demand dropped for CRCT.Read full newsRead More
The recession red flag has been raised. Read how the spread between the 10-year and 2-year US Treasury securities is rising after crashing.Read full newsRead More
Hanryu Holdings filed proposed terms for a $36 million U.S. IPO. Read why the firm, which operates a fan-celebrity platform aimed at Asian audiences, may be a pass for investors.Read full newsRead More
Con Edison outperformed their recent Q4 2022 earnings and have solid guidance going into 2023. See our analysis of ED stock.Read full newsRead More