How a macro trader used Fed policy to bag a 532% return in 2024
Carlile observed enough market behavior from macroeconomic conditions to conclude there was a level of predictability to ...
Albemarle's Low-Cost Lithium Business Well Positioned to Benefit From Long-Term EV Sales Growth
Globally, lithium carbonate is produced from either lower-cost evaporation of brine or higher-cost mining of spodumene minerals. Albemarle has a cost advantage in lithium carbonate production due to ...
Elevated Gold Prices a Tailwind for Northern Star, but More Than Reflected in Its Share Price
We assign a no-moat rating to Northern Star. As a commodity producer, Northern Star is a price taker. Economic moats in mining require long-life, high-quality deposits that can underpin low operating ...
Worried About Higher-For-Longer? Consider These 2 Dividends For The Win
All macro signs indicate a higher for longer scenario. Discover 2 top securities (BDC & REIT) poised for strong returns and ...
Why Skyworks Solutions Inc. (SWKS) Crashed Last Week
We recently compiled a list of the These 10 Firms Were Last Week’s Worst Performers. In this article, we are going to take a ...
Why Semtech Corp. (SMTC) Crashed Last Week
We recently compiled a list of the These 10 Firms Were Last Week’s Worst Performers. In this article, we are going to take a ...