Independent equity research, trades, and weekly market notes.
Netflix delivered more than 300% gains from early 2023 before a mid-2025 reversal that left shares about 35% lower. Revenue growth resumed for 24 mon…
Small caps and The Dow Jones led gains since the new year while the S&P 500 and Nasdaq 100 lagged. The Russell 2000's early rally reflects rate expec…
Global health and wellness market projected to grow at a 5.4% CAGR to an estimated $11 trillion by 2034. United Natural Foods has reduced net debt si…
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, …
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