Weekly Update (LION, WDC, HON)
The market has had quite a run, and we are now sitting at the exact point where June has historically started to roll over. From a seasonality...
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Weekly Update (HONA, HON, MEDXF)
This week, all eyes were on the SpaceX (SPCX) IPO, which priced at $135 per share — an implied $1.77 trillion valuation and the largest debut in...
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U.S. Equity Strategy: Dramatic Improvement
Encouraging developments continue to pour in. Over the past week we have seen dramatic improvements that could be setting the stage for a...
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Quiddity SP 500 Jun26 Results: 100% Hit Rate On ADDs; Over US$52bn Combined One-Way Flow
100% hit rate on our June 2026 SP 500 ADDs. Over US$52bn in combined one way flows across the SP 500 family for the June index rebalance, plus a...
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Morningstar's Key Takeaways From the 2019 EPG Conference
Solid demand and robust results from most firms not named GE.Chief executive officers of some of the most well-known, global diversified industrial...
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