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What economists got wrong in 2025
Welcome back. As this is my last edition before the new year, it seems a fitting moment to look back…
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Europe’s rocky relations with Donald Trump
Gideon talks to Jens Stoltenberg, Nato's former secretary-general, about Ukraine and Europe's strategic priorities after recent scathing criticism from US…
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The Scotts Miracle-Gro: Real Concerns In A Stormy Environment (NYSE:SMG)
It has been a very long time since I looked at shares of Scotts Miracle-Gro…
Cyril Ramaphosa seeks to avoid global powers ‘contest’ over Brics expansion
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Upstart Holdings: Price Plunge Creates Massive Opportunity (NASDAQ:UPST)
Upstart Holdings, Inc. (NASDAQ:UPST) has seen multiple double-digit percentage stock price moves on good days…
European stocks rise as tightening oil market boosts crude prices
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GVAL: Unique Country Mix Is Not A Panacea
Most international ex-U.S. exchange-traded funds focusing on the developed world have relatively standard country mixes…
China’s confidence deficit
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With MidCap Financial, It’s Steady As She Goes, Finally (NASDAQ:MFIC)
MidCap Financial (NASDAQ:MFIC), a business development corporation (BDC), the former Apollo, finally achieved a monumental…
China cuts loan rate less than expected as calls grow to stimulate economy
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Northrop Grumman: 4 Reasons To Buy This Leading Defense Contractor (NYSE:NOC)
Research Brief Recently, my focus on the "innovation" & "managed services" sector turned towards a…
Ecuador’s presidential vote heads to run-off
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Verizon: 8% Yield Approaching, Buy But Be Mindful (NYSE:VZ)
Verizon Communications, Inc. (NYSE:VZ) stock does not hold a position in my portfolio now but…
Anti-corruption candidate wins Guatemala’s presidency in landslide
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Just Eat Takeaway: Its Future Is Uncertain As Fundamentals Deteriorate (OTCMKTS:JTKWY)
Investment thesis I initiate my coverage of Just Eat Takeaway.com N.V. (OTCPK:JTKWY) with a buy…
Dada Nexus Limited (DADA) Q2 2023 Earnings Call Transcript
Dada Nexus Limited (NASDAQ:DADA) Q2 2023 Earnings Conference Call August 15, 2023 9:30 PM ET…
Asana: Still Losing Money And Still Too Expensive (NYSE:ASAN)
Asana, Inc. (NYSE:ASAN) is a software company operating in the crowded space of work management…