High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
The Fed just voted unanimously to keep money expensive, oil is spiking, and the housing recovery that was supposed to save Rocket Companies never showed up. Something has to give, and the question is whether it is inflation or the stock.
Polaris Capital Management, an investment management company, released its second-quarter 2026 investor letter for “Global Equity Strategy”. The letter can be downloaded here. Global markets delivered strong gains during the quarter, supported by an AI-driven earnings rally despite elevated interest rates, inflation concerns, and geopolitical uncertainty. Polaris Global Equity Composite (net of fees) returned 13.26% […]
A Fed governor speech today may give the market insights on future FOMC moves.
Stock markets fell on Wednesday and oil prices rose as investors weighed the chances of a deal to end the Mideast war, after US President Donald Trump said US and Iranian representatives held "very good" talks at the United Nations.Hopes for a deal to get Gulf oil and gas flowing freely through the Strait of Hormuz as global leaders gathered for the United Nations General Assembly in New York had sent oil prices down sharply since last week.
Central banks are talking about higher interest rates for longer, and the OECD expects global inflation to linger. Cash in a savings account may feel safer, but it can struggle to keep up with rising prices. That is why some investors are looking at lower priced, financially robust smaller stocks as a way to stay in the game. This article highlights 3 such penny stocks for investors to examine more closely. The three penny stocks in this article are only a small sample, and the full screen...
Polaris Capital Management, an investment management company, released its second-quarter 2026 investor letter for “Global Equity Strategy”. The letter can be downloaded here. Global markets delivered strong gains during the quarter, supported by an AI-driven earnings rally despite elevated interest rates, inflation concerns, and geopolitical uncertainty. Polaris Global Equity Composite (net of fees) returned 13.26% […]
AZO's Q4 earnings beat estimates as gross margin gains lift profit, while sales fall short despite stronger commercial growth.
Polaris Capital Management, an investment management company, released its second-quarter 2026 investor letter for “Global Equity Strategy”. The letter can be downloaded here. Global markets delivered strong gains during the quarter, supported by an AI-driven earnings rally despite elevated interest rates, inflation concerns, and geopolitical uncertainty. Polaris Global Equity Composite (net of fees) returned 13.26% […]
President Trump said the U.S. and Iran had a ‘very good meeting.’
Rising gold and silver prices boost this precious metal stock's profits and investor payouts, while its business model limits inflation risk.
The Fed is likely embarking on a rate hiking cycle, which has often resulted in recessions and bear markets.
Retail sales jumped 1.2% in August despite inflation, spotlighting five retailers with strong online presence and improving earnings estimates.
The Federal Reserve’s latest rate hike to a 3.75% to 4% range puts real pressure on slower, heavily indebted businesses and shines a brighter light on faster growing firms where insiders have meaningful skin in the game. That mix of growth and ownership can be powerful when borrowing costs rise and capital feels more selective. This article walks through three such stocks from our high growth, high insider alignment pool. The three stocks that follow are only a sample from this theme, while...
The meeting is Chinese President Xi Jinping's first Washington visit in a decade and caps a week of preparatory talks.
Equity analysts have turned net negative on the outlook for US corporate earnings for the first time in months, reflecting concerns about the effect on profits of inflation and higher interest rates.
Talks between President Trump and China's leader Xi Jinping Thursday won't deliver breakthrough on AI chips and rare earths, Jefferies analysts said. The Trump administration's plans for a Board of Trade to oversee a reduction in tariffs across a range of products is "the single most possible deliverable" from talks, the analysts said.
Energy markets are on edge as the Iran conflict disrupts oil supply, and the Federal Reserve keeps lifting interest rates to fight stubborn inflation. Power that is not tied to fossil fuels suddenly matters more to Canadian investors. Nuclear-focused companies sit squarely in that conversation. This article walks through three nuclear energy stocks from the Canadian market that can help you study this theme in a focused and time efficient way. The three nuclear energy stocks covered below are...
Wednesday Economic data: Manufacturing and services PMI, weekly mortgage applications survey, EIA weekly petroleum status report. Fed speaker: Fed governor Michael Barr due to speak at a housing-affordability conference.
Interest rate hikes are rarely, if ever, a one-time event.
The Federal Reserve’s latest rate hike has pushed borrowing costs higher, which puts even more pressure on aging energy infrastructure that cannot be upgraded cheaply. Capital is getting pricier while demand for electricity from AI data centers and electrification keeps building. That mix creates a potential opening for investors looking at the specialists that build and equip the power network. This article walks through three grid technology stocks from our curated list. The three stocks...
The Morning Bull - US Market Morning Update Wednesday, Sep, 23 2026 US stock futures are flat to slightly higher this morning, with S&P 500 contracts hovering near unchanged as investors weigh interest rates, inflation and oil. The US 10 year Treasury yield has been pushed up by firm central bank messaging that borrowing costs may stay high while inflation remains a concern. At the same time, oil prices are easing, which can help lower fuel and transport costs for households and businesses. A...
After back-to-back Nasdaq record highs, investors are monitoring US diplomatic efforts with Iran and China, as well as a recent rally in tech stocks.
Rising interest rates from the Federal Reserve are lifting borrowing costs and putting pressure on labour heavy business models. That creates a clear opening for companies that can replace repetitive work with machines and software. Automation leaders are selling not just robots but cost control, resilience and productivity. This article highlights three stocks from our focused robotics and automation shortlist that aim to turn that shift into long term business growth. The three robotics...
Rate hikes, stubborn inflation and policy headlines are reshaping the income corner of the market, and that mix is putting high-quality dividend-paying stocks in the spotlight for investors who care about both cash flow and resilience. Miss the right opportunities and you risk watching others collect steady payouts while you sit on the sidelines. This article walks through three stocks from our screener that appear positively exposed to these shifts at the moment. The three individual stocks...
President Donald Trump and China’s Xi Jinping are seeking stability as investors watch for progress on tariffs, trade deals, AI and Taiwan.
Major retailers are receiving billions of dollars in tariff refunds, but research shows shoppers have already paid part of the cost.
Key TakeawaysSpending Below Wear: FedEx spent $3. 8 billion on capital projects in fiscal 2026 against roughly $4.
As inflation and high mortgage rates force homeowners to fix only what’s broken, the retail giant is changing its strategy.
When the Federal Reserve lifts interest rates and projects higher borrowing costs for years, fragile balance sheets feel the strain first. Stronger companies with solid finances often gain an edge as weaker rivals struggle with pricier debt and tighter credit. That creates an opening for investors who want stability over drama. This article highlights three low risk leaders that combine financial resilience with staying power. The stocks covered below are a sample of that foundation. The full...
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.