Weekly Update (AMS, LION, Tariffs)
This week the only thing that mattered was tariffs. In my recommendation update section, I will provide some commentary on which recommendations...
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[Quiddity Index Apr25] S&P500/600 Jun25 Rebal: Lots of Intraview Changes Possible
The S&P 500 June 2025 rebal will have fun at both ends of the spectrum. A bunch of intra-review changes at the top are likely, and a few S&P...
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Weekly Update (HAVAS, ANGI)
This week, IAC Inc (IAC) spun off Angi Inc (ANGI). The first day of trading was April 1st. Angi operates the largest digital marketplace for home...
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Notes from Conversation with ANGI IR
On March 31st 2025 I spoke to Mark Schneider of investor relations from IAC. Mark currently covers investor relations for Angi, Inc as well
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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.
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