Asana remains under significant pressure, with shares down ~60% over the past year despite a recent Q4 rally. I reiterate my ...

Lincoln National's exposure is limited, high-quality, and new investments are accretive to book yield. Read why ~25% pullback ...

Cohen & Steers Real Estate Opps and Income Fund offers an 8.3% yield but pays out more than it earns, eroding NAV over time.

February 2026 delivered another broadly positive month, with U.S. real estate leading all asset classes at +5.27% and world ...

Xometry's margins will continue to improve as its business scales and matures. Read why the recent pullback in XMTR stock ...

Global war shocks and January core PPI rising more than expected prompted markets to selloff. Click here for 3 dividend ...

Husky: 70% recurring revenue, cash-flow compounding, M&A playbook, undervalued at 20x PE. See here for more analysis.

Oliver Renick (Chicago: Future of Finance) and Cullen Roche (Discipline Funds) talk about how investing is changing and how ...

WTI crude oil pulled back from $75/barrel highs, with markets seemingly content that the geopolitical risk premium is priced ...

The cost of shipping crude oil from the Middle East to China surged to the highest level on record, Bloomberg said, as the US ...

Goldman Sachs adds ConocoPhillips and Loar Holdings to its U.S. conviction list, citing FCF inflection and earnings growth.

USO and BNO are rated hold, with trading preferred over investing amid heightened Middle East conflict volatility. Read more ...