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Key News Asian equity markets cheered the readout from the US-China trade talks in London, as Taiwan and South Korea…
The Consumer Price Index (CPI) came in at 0.1% for May- lower than the expected 0.2%. This softer-than-expected reading was…
BlackRock, the world’s largest asset manager, is turning its back on long-term Treasuries—and that’s rattling the bond market. That, in…
I first made Allison Transmission (ALSN) a Long Idea in June 2020 and most recently reiterated my thesis in August…
A quietly steepening European yield curve signals opportunity while America’s remains stubbornly flat In the cacophony of market noise surrounding…
When I talk to parents of young children, they are often touched by the generosity of their families and friends…
Nathan’s Famous today declared its first quarterly cash dividend for fiscal 2026 of $0.50 per share, which is payable on…
Key News Asian equities were mostly higher overnight, with US-China trade talks in London drawing significant attention, though few concrete…
The media is still obsessed with the “sell America” trade. That is, in a word, overblown. But there is something…
Shares of Lumentum Holdings (LITE) gained momentum after the optical and photonic products manufacturer raised its fiscal fourth-quarter guidance above…
Cyclical or Secular U.S. Dollar Weakness? As seen on the Datagraphs® below, the U.S. Dollar Index has declined from a…
From an early age, children are taught essential lessons: do not play with fire, do not pet strange dogs, and…