We just got earnings reactions for 29 S&P 500 companies - and the tape told a story of extremes.

On one side, you’ve got legacy giants quietly reinventing themselves and riding powerful secular tailwinds. 

Think fiber optics, AI...

VFC is Screaming Higher!

The owner of Vans, Columbia and Timberland (among other things) came in better than expected despite yet another decline in the Vans division, which fell by 14%. There's a...

Starbucks got away with one on Tuesday.

The company missed on EPS, posted a 6th straight quarter of negative comps and still has little to show for 12 months of work CEO Brian Niccol has put in since he was plucked away from Chipotle for a cool...

This week has sucked. And it's only Tuesday!

There’s really no other way to say it. While the S&P 500 and Nasdaq have continued to print fresh all-time highs, day after day, my open positions have been quietly—and not so...

From a sleepy life sciences spin-off to a data-driven diagnostics powerhouse, Revvity $RVTY has spent the past two years rewriting its playbook. 

The $12.2B Diagnostics & Research stock has shed low-growth legacy lines, invested heavily...

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We’ve been pounding the table all year on international stocks, making the case that we’re in the early stages of a major outperformance cycle outside the U.S.It’s been one of the dominant investment themes...

I was talking with a trader friend this weekend who reads all our research. The first thing he said to me was, “what’s with all the catch-up trades?”

I thought it was a great question so I’m writing this note to answer it....