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Automobiles: Weak EV Production Rates Suggest Bumpy Road Ahead
Research, Fundamental
Bumpy road ahead for U.S. electric vehicles...
Read moreStates and Utilities Helping Each Other Out
Research, Policy
Likely winners from Minnesota’s new law adopting a 100% clean energy mandate by 2040...
Read moreShockwave (SWAV): Volatility Ahead?
Research, Policy
No more than 50% odds to CMS forestalling an implied facility cut of 25%+ for SWAV's IVL procedures...
Read moreUK’s CMA to Microsoft: “We’re Skeptical, Come Convince Us”
Research, Policy
Path forward emerges for MSFT proposed acquisition of ATVI...
Read moreEMEA Luxury Goods: A Play for Recessionary Times
Research, Fundamental
EMEA luxury goods present opportunity in face of potential global recession...
Read moreHealth Care: MedTech Companies Poised for Widening Operating Margins
Research, Fundamental
Recent earnings calls point to supply chain improvements...
Read moreOld Revenue Is New Again
Research, Forensic
Business model shift makes unbilled revenue recognition "new" and deferred revenue declines...
Read moreJohnson & Johnson (JNJ): Texas Two-Step Takes a Spill
Research, Legal
Johnson & Johnson (JNJ: Talc Bankruptcy Opinion and Implications
Read more2023 REIT Outlook: Strong Fundamentals Lead the Way
Research, Fundamental
Strong fundamentals will help REITs remain resilient in the face of economic headwinds...
Read moreEuropean Aerospace and Defense: Indirect Beneficiary of China Reopening
Research, Fundamental
Aerospace, Defense sectors to benefit from China re-opening...
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