Venture: Mid-Cap Engineering
Issue 11;
An undervalued good company.
Latest
tmai
Healthcare and Discounted Private Equity
Trades in Soda and Whisky;
Last week, I touched on contrarian quality. To remind you, Quality stocks have resilient earnings and cash flow, in contrast to cyclical stocks (commodities and industry) that do not. We have no idea what an oil company’s profits will look like in the future,
Contrarian Quality
Equities
Focus on Quality
Peak Rates and the Yen
Market Dislikes the Long-Term
Equity Momentum Wanes
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Let slip the dogs of War
The recent Hamas attack has sent shockwaves globally, sparking fears of a devastating Israeli retaliation. This marks the second active war within just over a year, both with ominous potential for sudden escalation. The aftermath is grimly predictable: surging oil prices, rampant inflation, and stunted economic growth, even if the
Higher for Longer
Correction on Cue
Where's the Recession?
Great Expectations
Mind the Gap
