Corporate Insights

Peter Lynch: Why his track record at Magellan was #1

There are lots of great investors. Everyone has short term wins but very few investors had the track record of Peter Lynch when he...

Changing Chinese Consumption: An Opportunity for Alibaba and TenCent

The new era in Chinese domestic consumption offers a glimpse into the likely future of global retail patterns. More than $413 billion of goods...

Changing Chinese Consumption: An Opportunity for Alibaba and TenCent

The new era in Chinese domestic consumption offers a glimpse into the likely future of global retail patterns. More than $413 billion of goods...

IPO of the Week: The Trade Desk

Established in 2009, Trade Desk is an advertising technology company. Trade Desk provides a self-serve technology platform for ad buyers, which the programmatic advertising...

IPO of the Week: The Trade Desk

Established in 2009, Trade Desk is an advertising technology company. Trade Desk provides a self-serve technology platform for ad buyers, which the programmatic advertising...

Chevron Writes Shale’s Next Chapter

In the 1990s U.S. bankers were consolidating. My own career spans several bank mergers. Manufacturers Hanover merged with Chemical Bank in 1992, followed by...

Shale Cycles Faster, Boosting Returns

Chevron (CVX) CEO Mike Wirth must have used the term “short-cycle” at least half a dozen times on Friday’s conference call discussing their $33BN...

Enlink CEO Talks Strategy

Sharply higher commodity prices shouldn’t be a major source of concern for pipeline investors. But that was the answer Enlink (ENLC) President and CEO...

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Thematic Investing Can Add a Ton of Value to Portfolios

Remember, our investment in stocks is a De facto vote of confidence on the economies in which we invest. Earnings, revenue, margins, free cash flow, and the growth of these important metrics is what drives stocks up or down over time.

Investing in Big Rivers is a No-Brainer, Common Sense Decision.

The discretionary sector struggled as did all growth and quality-oriented areas of the market in 2022. That was a classic re-set and a raging opportunity to add exposure.

The Next Potential Volatility Explosion: Oil

Oil Shocks and Their Impact on the Stock Market:...

The Future is Finally Here: September 2024 HANDLS Monthly Report

The Institute for Supply Management’s monthly survey of purchasing managers came in below expectations for August, while the Bureau of Labor Statistics jobs report indicated that nonfarm payrolls expanded by only 142,000 jobs during the month (against expectations of 161,000 jobs).

Navigating the Rate Cut: A Guide for Advisors

Introduction The ongoing Federal Reserve cycle has sparked intense debate...