U.S. Equity Strategy: Growth Surging Relative to Value
As we head into Q4 earnings season we remain bullish on the broad market. Our bullish outlook is supported by the themes highlighted in this...
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U.S. Equity Strategy: Waiting on Small-Caps
This market continues to be dominated by signals that suggest we are in the early stages of a new bull phase, which we discuss below. At the same...
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U.S. Equity Weekly: Actionable Ideas in Casinos, Investment Banks
The primary trend in U.S. equity markets remains bullish, and the usual suspects continue to lead: growth (Tech and FANG), homebuilders,...
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Weekly Update (Q, IAC, ANGI, LION, SNREY)
Dupont (DD) spin off its electronics business, Qnity (Q), early this week. DQnity will be one of the world’s largest pure-play electronic materials...
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Q3 '25 Spin-off Round Up + Spin-off Calendar
Honeywell spinoff Solstice to continue M&A playbook post separation: Spin-offs that are active in M&A tend to perform well. This is a...
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