The following slide deck was published by RTX Corporation in conjunction with their 2025 Q1 earnings call.

The following slide deck was published by Kimberly-Clark Corporation in conjunction with their 2025 Q1 earnings call.

ZIM Integrated's recent profitability is driven by geopolitical chaos, not sustainable business transformation. Find out why the rating on ZIM stock is a hold.

Charter Communications is set to announce Q1 2025 earnings with expected EPS of $8.61 and revenues of $13.67B, reflecting flat revenue growth. Read why CHTR stock is a hold.

Rewey Asset Management RAM Smid composite declined 6.97% in 1Q25, slightly trailing the Russell 2500 value total return index. Click here to read the full letter.

VeriSign's monopolistic control over .com and .net domains positions it to withstand economic downturns. Read why I rate VRSN stock a hold now.

Airbus (EADSF) booked 211 orders in March, valued at $13.9 billion, with a strong focus on single-aisle airplanes. Read why I remain bullish on the stock.

Discover why tokenized gold like PAXG and XAUT offers liquidity, divisibility, and retail appeal over ETFs. Read my thesis.

QYLD's single-leg covered call strategy led to significant underperformance vs. Nasdaq 100. Read why I think that investors should be careful with QYLD ETF.

Urban Outfitters faces a downgrade to 'sell' amid economic pressures, consumer sentiment decline, and inventory risks. Read why I believe URBN stock is a sell.

The following slide deck was published by Moody's Corporation in conjunction with their 2025 Q1 earnings call.

We see a compelling investment case in Ducommun, a military and commercial aerospace supplier. Click here for our thesis on DCO stock.

Long NOAH looks enticing in some ways, especially after the drop in the stock in combination with low multiples.

Trump's threats to fire Fed Chair Powell sparked market chaos, with stocks falling and bond yields rising. Read what investors need to know.

SoundHound AI aims for adjusted EBITDA profitability exiting 2025, paving the way to validate its business model in conversational AI. Read more about SOUN stock here.

Dow's Q1 earnings are expected to be weak due to increased maintenance and rising feedstock costs. Read why I am maintaining my Buy rating on DOW stock.

There is no “viable alternative” to the U.S. dollar, argues Andreas Steno Larsen. But it could get a lot weaker from here.

GE Aerospace’s stock gains after full-year outlook, which now includes impact of announced tariffs, was kept intact.

Northrop said global demand for its products “remains strong.”

Volatility in Treasury bonds and weakness in the dollar do not represent an inflection point in terms of how global investors view U.S. assets, but rather a repricing due to the rising uncertainty about economic policy, the International Monetary Fund’s top…