Independent equity research, trades, and weekly market notes.
Profiles of two companies spanning subsea robotics and live sports media. One company operates a global remotely operated vehicle business and report…
Jerome Powell's term as Fed chair concludes as Kevin Warsh awaits confirmation to assume the position. President Trump will meet President Xi in Beij…
Incoming Fed leadership change and the prospect of rate cuts are driving bullish sentiment, but rising inflation and record-low consumer sentiment cr…
Oceaneering International leads global ROV operations, offering pricing power and diversified revenue from manufactured products, offshore project ex…
Nvidia remains the dominant supplier of advanced semiconductor and AI technology. Year to date AMD has risen significantly while Nvidia's gains have …
Global defense spending reached $2.9 trillion and registered its 11th consecutive annual increase representing about 2.5% of global GDP. The United S…
The Federal Reserve held rates for a third consecutive meeting while Chair Powell said inflation remains elevated largely from energy costs. Market p…
Seasonal caution remains relevant as capital shifts from overextended growth and speculative names into dormant, cash-rich stocks. Fed policy path an…
Demand for necessities is rising as gasoline and inflation squeeze budgets, making consumer staples more defensive. With capital likely rotating from…
Geopolitical tensions are accelerating investment into renewables, creating a macro tailwind for solar. TAN supplies diversified exposure to leaders …
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