One way to execute on this would be to laser-focus on just 2 or 3 Senate seats and 8 to 10 House districts.Given the razor-thin legislative margins, that would be enough to serve as the deciding vote on contentious laws, ensuring that they serve the true will of the people. ...

You mentioned the other leg of the stool which is trade uh very much in focus now on the the framework that President Trump announced on Vietnam yesterday. I'm curious if you could tell us a little bit more about that. Has Vietnam agreed to it and those 20% tariffs where they send it over to us.Is that on top of the 10% tariffs that we already have. No, it it it's not stacked on top of the 10%. That that that's the reciprocal rate, right.So this would just be 20% tariffs that that would goods coming from Vi ...

Despite a slight dip in overall sales, Constellation Brands, Inc.’s STZ recent fiscal first-quarter results highlight the resilience of its beer segment, driven by impressive gross margins. This performance and cost efficiencies have allowed the company to reaffirm its full-year guidance even amidst a challenging market.Bank of America Securities (BofA) analyst Peter T. Galbo maintained the Neutral rating on Constellation Brands with a price forecast of $180.Constellation Brands posted fiscal first quarter ...

Let's h bring in Adam Parker now and uh talk to him of course founder of Triariat Research. Adam, great to have you here. Yeah, good to see everyone.Um I want Why don't we start on that dollar point 10% down year to date. Quite orderly. Uh there's some benefits of that there's some costs of it, right.If it's another 10% in the second half of the year, does that scream something's wrong. Is something already suggesting that something's wrong or not. You know, it's funny.I listened to your macro conversation ...

Auto suppliers are veering towards a future of lower margins and dwindling profits. Can they turn things around? https://t.co/Yoo8pltSZl ...

US profit margins face a big test in the upcoming reporting season, according to Goldman Sachs strategists https://t.co/mZpiWXL8pU ...

Turning back to the markets now where the S&P really close to its all-time high once again. My next guest says he was surprised how quickly the market has rebounded since the tariff announcement and warns it doesn't make sense to be back here. Joining us is Vahhan Janjigian, the chief investment officer at Greenidge Wealth Management.Vahan, welcome to you. What doesn't add up for you here. Hi, Kelly.Um, so in my opinion, the market has bounced back largely because President Trump has backed off on the tarif ...

Few stocks are being debated as much as Nike (NYSE: NKE ) this year. Leaving aside big tech and AI plays, I think that Nike, together with Hershey ( HSY ), Starbucks ( SBUX ), and Intel (I focus on long term growth and dividend growth investing. I follow both the US and the European stock markets, looking for undervalued stock and/or for high quality dividend growing companies that provide me with cash to reinvest. Over time, I have come to realize that profitability is a much safer driver of gains than low ...

The Zacks Oil and Gas - Refining & Marketing industry is standing at a crossroads. On paper, things look solid—refined product inventories are tight, demand for gasoline and diesel is up, and long-term fundamentals remain constructive. Yet, refining margins tell a different story. Despite favorable supply-demand dynamics, market sentiment remains shaky. Concerns around economic slowdown and regulatory uncertainty, particularly in renewable diesel, have weighed on valuations and earnings expectations. Still, ...

Providing alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my performance.I have a generalist approach as I explore, analyze and invest in any sector so long there is perceived alpha potential vs the S&P500. The typical holding period ranges between a few quarters to multiple years ...