Investor Essentials Daily

A few weeks ago we mentioned how a fund focused on companies with strong competitive advantages, so we will dive a bit deeper into how some of those advantages work....

The Bipartisan Infrastructure Law is driving a significant and sustained increase in infrastructure spending...

The supply chain supercycle is coming and the companies are getting ready to invest in their businesses. Usually, the safest way to invest in a trend is not in the companies on the front lines, but in the suppliers who will win no matter what....

During the pandemic, while various sectors experienced a slowdown, social media platforms saw a significant increase in activity....

Claudia Sahm has correctly identified every recession since 1949...

The world is becoming a scarier place with geopolitical conflicts erupting in various regions...

In the dynamic world of business, where innovation and growth strategies often take center stage, the views of rating agencies can be critically influential...

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...

In today’s rapidly evolving telecommunications sector, the focus is shifting towards ramping up investments in 5G technology....

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...

For the second year in a row, the junk bond market is on track to shrink...

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....

The Bipartisan Infrastructure Law designates $60 billion for investment in water infrastructure projects....

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The market thinks a recession could kill this company...

Normally when bankruptcies are skyrocketing, the Fed eases interest rates....

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...

Cummins Inc. (CMI) holds a significant place in the history of diesel engine manufacturing, having been one of the earliest industry pioneers...

Rating agencies often favor big companies when giving out credit ratings, following the idea that they are “too big to fail.”...

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...