Apr 9, 2026
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27 min read
Euphoria always feels rational until it doesn’t.
Mar 25, 2026
15 min read
Is FDX's restructing and optimzation program creating value?
Mar 17, 2026
9 min read
The party at Alcoa has just begun.
Sep 13, 2025
12 min read
Tyson Foods and a little ABS talk.
Sep 8, 2025
1 min read
What next for AN?
Aug 30, 2025
8 min read
AXON - Highflyer or Pretender?
Aug 24, 2025
A glitch in the matrix?
Aug 17, 2025
Tariff dynamics and more.
Aug 8, 2025
10 min read
A relook at WingStop.
Jul 22, 2025
W. W. Grainger's vast number of customers and products provides great insights in impact of tariffs.
Jul 13, 2025
How is that pool doing?
Jul 1, 2025
Lord of AI or a Pretender?
