News and Analysis

Q2 earnings season begins with low expectations but also with a setup that could reward patient investors and high potential for differentiation. Tech and Communications are...

The United States is hurtling toward a financial reckoning. With the national debt now exceeding $35 trillion growing by nearly $1 trillion every 100 days the country faces an...

Analyst Weekly, July 14, 2025 Banks First, Big Tech Soon The official start to Q2 earnings season is here. Banks take the stage first, but all eyes are on Communications (+31.8%...

The Daily Breakdown looks at the start of earnings seasons, the record rally in crypto, and the key economic reports for this week. Before we dive in, let’s make sure you’re...

Rheinmetall is riding a surge in European defense spending and geopolitical tensions With many upside catalysts now being priced in, the valuation raises questions We...

The Daily Breakdown previews what to expect from Q2 earnings as the big banks kick things off. We also dive into Uber's technical setup. Before we dive in, let’s make sure...

After last doing so in May, Bitcoin finally hits a new record high. The Daily Breakdown dives in and takes a closer look at the charts. Before we dive in, let’s make sure...

Whether it’s a dream car, a lavish honeymoon, or a wedding fit for Netflix, many Italians are spending big and forgetting the future. Enjoying life is important — and they should....

The Daily Breakdown takes a closer look at the crypto market, as it continues to hold up despite rising geopolitical and trade-war tensions. Before we dive in, let’s make sure...

As we head into the second half of 2025, the global economy is feeling the impact of big shifts. The return of tariffs under President Trump has stirred up trade tensions again,...