The world is becoming a scarier place with geopolitical conflicts erupting in various regions...
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November 29, 2023
In the dynamic world of business, where innovation and growth strategies often take center stage, the views of rating agencies can be critically influential...
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November 28, 2023
The Israel-Hamas war has led to a variety of Israel-based companies being sold off. Investors fearing the crisis will affect these companies have slashed their share prices recently. This sell-off could be reasonable for some companies – they could have genuine supply-chain or operational disruptions...
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November 22, 2023
In today’s rapidly evolving telecommunications sector, the focus is shifting towards ramping up investments in 5G technology....
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November 21, 2023
Homebuilders have turned out to be more resilient to high interest rates than most people expected. The expectation was that they were going to suffer as mortgage rates increased...
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November 17, 2023
We covered a “Tiger Cub” fund at the end of 2021, which sought to remain relevant in a market that was undergoing rapid change and poised with uncertainty....
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November 16, 2023
The Bipartisan Infrastructure Law designates $60 billion for investment in water infrastructure projects....
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November 10, 2023
Over the last three decades, this multi-manager has solidified its rank in such a competitive industry. Since its inception, the fund has ranked third among peers on an annualized return basis...
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November 9, 2023
Cummins Inc. (CMI) holds a significant place in the history of diesel engine manufacturing, having been one of the earliest industry pioneers...
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November 8, 2023
Rating agencies often favor big companies when giving out credit ratings, following the idea that they are “too big to fail.”...
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November 7, 2023
As we’ve been discussing about Atkore (ATKR) and Azz (AZZ), the U.S. is looking to spend big on infrastructure. This expansion is going to lead to a huge demand for steel. Thus, a material that is going to benefit from this demand is metallurgical coal, as it is required for steel production...
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November 6, 2023
The pandemic in 2020 and the Great Recession’s aftermath in 2010 marked periods of intense economic turmoil....
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November 3, 2023
What started as a small, single-office in Chicago has now evolved into a global, multi-strategy hedge fund that is stealing talent from the likes of Millenium and Citadel...
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November 2, 2023
We anticipate a surge in investment for infrastructure development and supply chain enhancement in the U.S. This surge will lead to the establishment of new manufacturing facilities, warehouses, and distribution centers...
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October 31, 2023
Rating agencies are frequently cautious when analyzing companies in volatile markets, particularly those involved in acquisitions due to the uncertainty these factors introduce into financial stability and growth expectations...
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October 31, 2023
As we talked about last week with Atkore (ATKR), we are expecting higher investments in infrastructure and supply chains in the U.S...
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