Independent equity research, trades, and weekly market notes.
Home affordability pressures and elevated mortgage rates are shifting households toward long-term rentals, boosting demand for professionally managed…
Recent US regulatory shifts centered on a new FDA priority voucher program and expedited regenerative and cell and gene therapy pathways materially s…
TSMC pre-earnings brief: SMH reached a new all-time high as AI-fueled demand lifted chip purchases. TSMC, the primary manufacturer for Apple, Intel, …
Figure Technology Solutions launched four months ago and focuses on loan origination while building a proprietary blockchain network to digitize loan…
Banks begin reporting this week, marking the start of the first quarterly earnings season of 2026. Key economic releases delayed by the government sh…
Earnings season begins and will test stretched valuations as many companies must meet elevated expectations; a cluster of delayed economic releases w…
ITB is presented as a diversified way to capture a potential housing rebound driven by easing mortgage rates and prospective Federal Reserve easing, …
Figure Technology Solutions is building a blockchain-native loan infrastructure alongside a loan origination business, supported by strong recent EBI…
Review of early 2026 market dynamics: the January Effect favoring small caps, a semiconductor-led rally highlighted by Biren's first-day surge of mor…
Velo3D received a $32.6 million contract in December and lists customers such as SpaceX and Honeywell. Berkshire Hathaway reported a $380+ billion ca…
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