by Bret Kenwell
Deep Dive: Banking With JPMorgan
JPMorgan stock has stumbled 15% from its highs, as this high-quality bank saw its valuation...
by Lale Akoner
The End of Easy Hedges
Analyst Weekly, March 16, 2026 Markets had a rough realization lately: the playbook investors...
by Bret Kenwell
Deep Dive: Checking the Score on FICO
FICO stock has been crushed, falling more than 50% from its highs. The Daily Breakdown digs into to...
by Jakub Rochlitz
How high could oil prices rise?
Oil markets opened the week with a sharp jump. Brent crude rose more than 25% since Friday and...
by Lale Akoner
Barrel Risk
Analyst Weekly, March 9, 2026 Last week we wrote about how markets were waking up to...
by Bret Kenwell
Deep Dive: Understanding the AI Trade
The AI trade continues to ebb and flow, evolving with different winners and losers. The Daily...
by Lale Akoner
Markets Wake Up To Geopolitical Risk
Analyst Weekly, March 2, 2026 Oil, Hormuz, And The “Haven-First” Trade Recent geopolitical...
by Bret Kenwell
Deep Dive: Can Palo Alto Networks Stop Its Slide?
The Daily Breakdown takes a closer look at Palo Alto Networks as shares have lost one-third of...
by Lale Akoner
Tariff Overhang
Analyst Weekly, February 22, 2026 The US Supreme Court ruled that the earlier use of emergency...
by Bret Kenwell
Deep Dive: A Beatdown for Booking Holdings
The Daily Breakdown takes a deeper dive into Booking Holdings, shares of which have come under...