Primer: Amentum Holdings (AMTM US) - Aug 2026
Amentum has established itself as a Tier 1 government services contractor following a series of transformative acquisitions, including the 2024...
91 Views
Weekly Update (IDT, MSGS, MSGR)
The S&P 500 is sitting near 7,800, a record high. At the same time, the 25-day average of new lows on the NYSE has spiked to levels we last saw in...
82 Views
MV Global Defense Industry Index Rebalance: Hanwha Systems Added as Stocks Play Offence
Hanwha Systems will be added to the index. One-way turnover is 3.1% and the round-trip trade is US$437m. Most stocks are at or near new highs and...
997 Views
Weekly Update (LION, STRZ, LSYN)
Amentum (NYSE: AMTM) has been on my radar for some time. The stock faced initial pressure following its spin-off from Jacobs’ Critical Mission...
317 Views
Weekly Update (ANGI, IAC, HOLN)
This week, two charts caught my eye. First, investor sentiment continues to be very bad. Second, non-US stocks are actually performing well.
354 Views