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RESEARCH

Three Stocks For Elevated Inflation and Volatility

"I like to compare the Fed's problem to the challenge of adjusting the shower in an old hotel, where there's a lag of 20 to 30 seconds between the time you turn the faucet and the time the water temperature changes. It's very hard to avoid scalding yourself or freezing...

Not Too Late To The Party: Why Energy Could Continue Its Incredible Run

Last December, when the S&P 500 was sitting near all-time highs, Tom Lee made another non-consensus forecast: While warning the first half of this year would be “treacherous,'' he highlighted Energy as a key component of his 2022 strategy. On Dec. 21,2021, he told more than 1,000 members that the...

Inside The War Machine: The US Aerospace and Defense Sector

“In every battle, there comes a time when both sides consider themselves beaten, then he who continues the attack wins.” -- Ulysses S. Grant General Grant commanded Union armies in the American Civil War. The American Civil War was when the industrial age and warfare became fully acquainted, resulting in...

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The Big Five: Intangible Assets and R&D of Big Tech

"Tomorrow's outcomes that are different than today's perceptions lead to revisions in expectations that are the source of excess return…What is in an investors control is gaining a solid understanding of a company's prospects for creating value." -Michael J. Mauboussin and Dan Callahan, _One Job: Expectations and The Role of...