News

It Was Never About Tariffs. It's About The Dollar
The US-China trade war centers on the dollar/renminbi exchange rate, with China’s massive USD debt creating systemic risks.
Budweiser Brewing: Management Changes And Price Hikes Are In The Limelight (Rating Upgrade)
Budweiser Brewing benefits from strategic leadership moves and Korean market dominance with zero-sugar beers. Find out why ...
A Win-Win Exit Strategy For Trump On Tariffs
Trump eyes zero tariffs for fair partners in a move Laffer calls historic, signaling deeper trade reform. Find out how it ...
SharkNinja Rapidly Ramps Up Market Share, But Beware Of Tariff Uncertainty
SharkNinja is expanding its total addressable market by adding new product categories. Find out why I rate SN stock a hold.
Producer Price Index: Wholesale Inflation Unexpectedly Falls In March
Wholesale inflation unexpectedly fell in March, dropping for the first time in 17 months. The producer price index for final ...
Eutelsat: Don't Chase The Triple Digit Rally
Eutelsat (EUTLF) shares are red-hot on EU government speculation. See why I think the risk/reward in the stock is as ...
Alphabet: The Cheapest Of The Mag 7 And The Least Exposed To Tariffs
Alphabet is a strong buy at 18x earnings with robust Search growth, minimal tariff impact, and a promising V-shaped tech ...
Fidus Investment: Discounted And A Quality 10%+ Dividend, It Is A Buy
Fidus Investment is down with its BDC peers, but its stable dividend and deep discount support holding firm. Find out why ...
Martin Midstream Partners: Late 2024 Results And 2025 Guidance Were Below My Expectations
Martin Midstream Partners continues to deliver income through diversified midstream assets and focused operations. Read why MMLP stock is downgraded to hold.