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3 Consumer Stocks We’re Skeptical Of

Consumer discretionary businesses are levered to the highs and lows of economic cycles. Unfortunately, the industry’s recent performance suggests demand may be fading as discretionary stocks have pull ...

3 charts sum up why many US households are struggling right now

Here are several charts from the Goldman Sachs team that shed light on the realities facing many US households, and why a lot of consumer companies are struggling.

Precigen (PGEN): Commercial Launch Success Validates Early Capital Raise Thesis

Patient Capital Management, based in Baltimore, released its third-quarter 2026 investor letter for the “Patient Opportunity Equity Strategy”. The letter can be downloaded here. The Opportunity Equity ...

ANI Pharma reports positive phase 4 data for Iluvien in non-infectious uveitis

SpaceX could capture 13% of U.S. wireless market by 2036, Pivotal says

What Makes Chime Financial (CHYM) A Long-Term Compounder?

Patient Capital Management, based in Baltimore, released its third-quarter 2026 investor letter for the “Patient Opportunity Equity Strategy”. The letter can be downloaded here. The Opportunity Equity ...

TeraWulf gets a new Buy rating at TD Cowen

Transcocean confirms $1B deal with Equinor, secures new contract with Shell

How Much Have Buybacks Lifted Sanmina’s Earnings Per Share?

Shares of Sanmina (SANM) have returned 68% over the past twelve months, easily outpacing the 17.0% return of the S&P 500. Share repurchases may be part of the case for owning the electronics manufactu ...

U.S. bond positioning remains ‘stretched short’ says BofA

Solventum collecting offers for Health Information Systems Business - Axios Pro

United Healthcare (UNH): Early-Stage Earnings Recovery Sets the Stage for Mid-Teens Compound Growth

Patient Capital Management, based in Baltimore, released its third-quarter 2026 investor letter for the “Patient Opportunity Equity Strategy”. The letter can be downloaded here. The Opportunity Equity ...