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Conference Call Takeaways: Lead is Everywhere (T, VZ, FYBR, LUMN)

Conference Call Takeaways: Lead is Everywhere (T, VZ, FYBR, LUMN)

Research, Policy
Key takeaways from our call in late July call regarding...
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U.S. Technology & ETF Selection for Acceleration

U.S. Technology & ETF Selection for Acceleration

ETF & Mutual Fund, Research
The Information Technology sector has rebounded strongly...
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European Market Strategy: Cutting to Underweight

European Market Strategy: Cutting to Underweight

Research, Fundamental
Since its downtrend bottomed at end of September 2022, the S&P Europe 350 has gained...
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August PDUFA Calendar

August PDUFA Calendar

Research, Policy
August will be a busy month for FDA approvals with unofficially 22 applications...
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Amazon Q2 2023 Earnings Preview: E-Commerce Efficiencies and Generative AI

Amazon Q2 2023 Earnings Preview: E-Commerce Efficiencies and Generative AI

Research, Fundamental
Amazon.com (AMZN 131 ****) will soon report Q2 2023 results.
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What a Fed Rate Pause (Or Cut) Might Mean for U.S. Utilities

What a Fed Rate Pause (Or Cut) Might Mean for U.S. Utilities

Research, Fundamental
We anticipate the Federal Reserve is near the end of its current...
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Durbin 2.0: Senate NDAA & Credit Routing

Durbin 2.0: Senate NDAA & Credit Routing

Research, Policy
It is déjà vu all over again: Investors should be prepared for noise renewed around...
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(T, VZ, FYBR, LUMN) Telco Shares Hit by a Lead Pipe; Is it Warranted?

(T, VZ, FYBR, LUMN) Telco Shares Hit by a Lead Pipe; Is it Warranted?

Research, Policy
The recent Wall Street Journal expose’ on the dangers of lead in old, discarded...
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Shockwave (SWAV): No Higher Rates For Now

Shockwave (SWAV): No Higher Rates For Now

Research, Policy
In omitting any narrative discussion of Shockwave’s (SWAV) coronary lithotripsy device..
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