Is this private rocket company the next spacex?

Relativity Space just signed Intelsat to a multi-year, multi-launch contract. The contract sounds like big news -- but comes with a ...

October 29, 2023, 12:12 pm

Roivant sciences: risk-transforming deal met with crickets

Roche Holding AG acquires Telavant Holdings for $7.1B upfront and $150M milestone payment, potentially very interesting deal. Roivant Sciences owns a ...

October 24, 2023, 9:25 am

Is microsoft stock a buy going into earnings?

After the incredible excitement of ChatGPT's release, and the integration of new Artificial Intelligence technologies into its 365 platform, Microsoft...

October 19, 2023, 2:17 pm

Why the euro is struggling despite higher rate hike odds

I'm fairly certain that the leak from the ECB regarding higher 2024 inflation forecasts -- these are undoubtedly the all-important staff forecasts -- ...

September 13, 2023, 7:09 pm

Why nvidia retreated on friday

Nvidia is curiously selling off after its blockbuster earnings report. The valuation looks high on curr...

August 25, 2023, 3:28 pm

Xlre: bearish positioning in reits at historical extremes

Rising inflation expectations (higher yields, stronger USD) have led to capitulation in investors' positioning in REITs. ...

August 17, 2023, 12:07 pm

Aeo stock alert: why american eagle is seeing activist speculation

curiously, shares of fashion apparel retailer American Eagle Outfitters (NYSE: AEO ) has been a top per...

August 4, 2023, 2:11 pm

Cliff notes: rba & fomc on hold as ecb & boe remain on tghtening path

Key insights from the week that was. This week, the RBA decided to leave policy unchanged for a second consecutive month. As was the case in July, the...

August 4, 2023, 4:10 am

Manchester united takeover: curiously timed adidas kit deal gives investors pause for thought

Manchester United Plc's (NYSE:MANU) curiously timed ‘world record' kit deal with Adidas has evidently...

July 31, 2023, 9:51 am

Unitedhealth seems curiously undervalued given multiple growth drivers

UnitedHealth delivered 24% growth in operating earnings and 19% growth in EPS; arguably the worst that can be said about the quarter is that it beat e...

January 18, 2023, 9:26 pm

Merchants bancorp: a bank with a curiously low valuation that warrants further research

Merchants Bancorp is a diversified bank holding company headquartered in Carmel, Indiana. The bank operates multiple lines of businesses, including Mu...

December 22, 2022, 12:11 pm

Why crowdstrike, palo alto networks, and fortinet fell today

On a good day for tech stocks, these top cybersecurity names were curiously weak....

December 21, 2022, 2:22 pm

Why spectrum brands stock was rocketing higher today

It's a curiously big move for an announcement with no certainty....

December 2, 2022, 12:17 pm

The bond market remains a major focus point towards the end of the week

At the start of the week, month-end flows made it tough to read into the moves across markets. Bonds were bid i...

December 2, 2022, 10:41 am

The bond market is sniffing out trouble

Today's bond market moves are curiously large, with US 10-year yields down 15 bps to 3.54%. That's a...

December 1, 2022, 6:20 pm

Blockfi files for bankruptcy, as rumored

This has been rumored since the downfall of FTX and most thought it was coming last week. Even though it's not a surprise, there's always the risk ...

November 28, 2022, 3:20 pm

Us dollar stays curiously strong ahead of the cpi report

The US dollar is higher across the board in the countdown to CPI.

Yesterday, the strong dollar foreshadowed a rout in risk assets but I'm not...

November 10, 2022, 12:02 pm