We are adding stock to our Bullpen; resilient to recessions and AI disruption
We added a new Bullpen name during Friday's monthly meeting, and it has minimal economic sensitivity and faces little to…
Breaking News: Markets
Danaher is making good use of mergers and acquisitions once again. But we could have had enough
Danaher's days in the portfolio may be numbered. We were once again disappointed after Danaher's latest acquisition plan failed to…
AI disruption could hit credit markets, says UBS analyst
Mesh bucket | Stock | fake images The stock market has been quick to punish software companies and other perceived…
Spirit Airlines sells planes, recalls furloughed flight attendants
A Spirit Airlines plane is at George Bush Intercontinental Airport in Houston on December 29, 2025. Reginald Mathalone | Nurfoto…
Chipotle (CMG) Q4 2025 Earnings
A Chipotle in the Bronx, New York, April 23, 2025. Spencer Platt | fake images Chipotle Mexican Grill On Tuesday…
JPMorgan Chase will match your $1,000 contribution to 'Trump accounts'
Jamie Dimon, CEO of JPMorgan Chase & Co., speaks at the U.S. Chamber of Commerce in Washington, Jan. 15, 2026.…
Danaher Stock Fails to Rise on Strong Earnings, Leaving Us to Wonder What's Next
Danaher shares fell Wednesday as Wall Street failed to give the supplier of tools and equipment to drugmakers and hospitals…
Capital One buys startup Brex for $5.15 billion in company's latest deal
Brex co-founders Pedro Franceschi and Henrique Dubugras. Brex capital one said on Thursday it was acquiring payments startup Brex for…
Warren Slams CFPB Director Vought for Undermining Trump Credit Card Affordability
U.S. Senator Elizabeth Warren (D-MA) and U.S. Office of Management and Budget Director Russell Vought. Kevin Mohatt | Kevin Lamarque…
Wall Street braced itself for a private credit crisis. The risk is increasing
The sudden collapse last fall of a series of U.S. companies backed by private credit has thrust an opaque, fast-growing…