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Companies are reshoring their manufacturing and demand for U.S.-sourced inputs will increase, especially for metals.
We’re amid a VC winter. But Deal Hunters have advantages and opportunities that VCs and PEs don’t.
In case of a recession, it helps to own companies with stable demand. And healthcare is usually the last thing consumers compromise on.
Now that we know what worked and what didn’t during a rough 2022, this year offers more opportunities than you might think.
In case of a recession, it helps to own companies with stable demand. And healthcare is usually the last thing consumers compromise on.
This Christmas Eve, investors are wishing Santa delivers steadier markets in the year ahead.
It’s looking increasingly likely that the bearded, fat guy in the red suit won’t deliver a rally this year.
Senior Analyst Jon Markman talks about a new stock narrative in 2023, a boost for mega cap companies and a spot-on prediction he made.
The year-end rally many hoped for in 2022 isn’t playing out as they wished.
History shows that December is a very good month for the stock market.