Archive
The Deceptive Glow of a Cybersecurity Recovery
The market is pricing this company like a recent mistake is ancient history...
Securities Analyzed
- CRWD
The Hidden Cost of Cheap Prices
Walmart is caught in a financial squeeze with no easy way out...
Securities Analyzed
- WMT
The Debt Clock Isn't Running Out for the U.S.
The key to economic stability is smart public investment...
Interpreting the 'Liberation Day' Sell-Off
When the market focuses on fear, it often misses the longer-term picture...
Corporate Earnings Are (Almost) Back in Full Swing
The market is just starting to catch up with the fundamentals...
Gold Is Rising – But It's Not What You Think
The myth of de-dollarization doesn't hold up under scrutiny...
AI Is Crushing Yet Another Industry
The market is pricing in a bleak future for call-center businesses...
Securities Analyzed
- TEP.PA
This $27 Billion Bet by Big Pharma Could Pay Off
Eli Lilly's aggressive spending is preparing the company, and investors, for a great opportunity...
Securities Analyzed
- LLY
Intel's Long-Awaited Turnaround Could Be Coming
We're still not convinced yet... but we might finally be seeing some signs of life...
Securities Analyzed
- INTC
Everyone Knows PE Is Past Its Prime
Investors are starting to question the numbers – and PE's outlook in general...
Securities Analyzed
- APO