Energy and Financials Still Rule Deep Value
Energy and Financials remain the backbone of deep value, supported by high cash returns, prudent balance sheets, and managements focused on shareholder value.
Netflix Continues To Monetize Beyond Streaming
Netflix continues to see strong growth in the ad business and is on track to more than double ad revenues this year.
Rigetti’s Buy the Dip Price Revealed
Rigetti Computing shares have fallen 30% from their October highs, but this isn’t the end of the run. It’s the pullback traders have been waiting for.
The Fog Of Uncertainty, Ag Edition
As American agriculture faces declining commodity prices amidst (tariff induced) rising input costs and heavy debt loads, here comes uncertainty, elevated by the Federal shutdown.
