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Mar 25, 2026
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9 min read
Is FDX's restructing and optimzation program creating value?
Mar 17, 2026
6 min read
The party at Alcoa has just begun.
Sep 13, 2025
8 min read
Tyson Foods and a little ABS talk.
Sep 8, 2025
5 min read
What next for AN?
Aug 30, 2025
4 min read
AXON - Highflyer or Pretender?
Aug 24, 2025
A glitch in the matrix?
Aug 17, 2025
1 min read
Tariff dynamics and more.
Aug 8, 2025
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?
Jun 25, 2025
What does Watsco's Q1 2025 commentary tell about consumers and housing?
