Independent equity research, trades, and weekly market notes.
Markets staged a strong rebound since the start of April as the Fear & Greed Index climbed from extreme fear into greed. A tentative peace signal bet…
More than 250 Chinese firms list on U.S. exchanges representing about $1.1 trillion in market value. China’s Q1 2026 GDP grew at 5% led by manufactur…
Recent market rebound hinges on two core drivers: the path of interest rates and the quality of corporate earnings. Geopolitical headlines add shortt…
Investors remain roughly flat despite Boeing overtaking Airbus in recent deliveries and stabilizing 737 MAX output; a large multi-year backlog and re…
Ceasefire plans stalled and the Strait of Hormuz remains closed. Negotiations between Vice President JD Vance and Iranian Parliament Speaker Mohammad…
Energy Transfer operates an extensive North American pipeline network and reported $82.7 billion in revenue last year. First Solar uses thin-film pan…
Geopolitical stalemate between the U.S. and Iran is keeping markets headline-driven, elevating energy and defense exposure and raising inflation risk…
First Solar's thin-film, vertically integrated model reduces reliance on the China silicon supply chain and supports utility-scale projects tied to h…
Home construction ETF faces multi-year lows as slowing demand and elevated mortgage rates pressure new-home activity; pending bipartisan housing legi…
Energy Transfer benefits from structural natural gas demand created by around-the-clock AI data centers and long-term cloud contracts; its diversifie…
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