Tag: StockMarket

Be in the know. 14 key reads for Friday…

  1. Home Sales Rose 4.2% in February, Beating Expectations (wsj)
  2. ASOS Expects In-Line Revenue, Earnings Ahead of Views (wsj)
  3. Japan’s Inflation Slows Less Than Expected, Backing BOJ Hikes (bloomberg)
  4. Disney’s Robotic Droids Are the Toast of Silicon Valley (wsj)
  5. Germany Set for Trillion-Euro Defense and Infrastructure Splurge (wsj)
  6. High-End Travel Bookings Are Up. It’s a Good Sign for the Economy. (barrons)
  7. BofA Says Tariff Risk Dismissed as Stocks Get ‘Monster’ Inflows (bloomberg)
  8. Jacobs’ QXO acquires Beacon in first step to build $50 billion revenue powerhouse (streetinsider)
  9. Malaysia Airlines Orders Up to 60 Boeing Jets to Revamp Fleet (bloomberg)
  10. Tech war: Chinese AI models led by DeepSeek catch up with US rivals at lower prices (scmp)
  11. Billions Flowed Into New Leveraged ETFs Last Year. Now They’re in Free Fall. (wsj)
  12. Hedge fund pessimism over Wall Street hits 5-year high, Goldman says (yahoo)
  13. Nike Forecast Steeper Fourth-Quarter Sales Drop in Early Days of Turnaround (wsj)
  14. FedEx Stock Drops. Trade Fears Take a Bite Out Of Business Activity. (barrons)

Be in the know. 16 key reads for Thursday…

  1. Building-Products Distributor QXO Clinches Deal for Beacon Roofing (wsj)
  2. China is tackling weak consumption with child care subsidies (cnbc)
  3. Boeing Sees Cash Flow Improve as Jet Factories Stabilize (bloomberg)
  4. Exclusive: Air India in talks for dozens of new widebody jets from Airbus, Boeing, sources say (reuters)
  5. BofA: Boeing’s March deliveries set for end of quarter surge (streetinsider)
  6. Fed Projections See an Economy Dramatically Reset by Trump’s Election (wsj)
  7. The Fed Pencils in 2 Rate Cuts. Anything Could Happen. (barrons)
  8. A Housing Expert Sizes Up the Outlook for Home Sales, Mortgage Rates, and Tariff Impacts (barrons)
  9. Is this the start of a period of European exceptionalism in markets? (ft)
  10. Hold the Obituary: Europe Comes to Life as U.S. Stumbles (wsj)
  11. US natural gas prices up on record flows to LNG export plants, cooler weather forecasts (reuters)
  12. Disney and Universal Prepare for a Theme Park Brawl. What’s at Stake in Orlando. (barrons)
  13. Temu-Owner PDD’s Revenue Misses Estimates as Expansions Slow (bloomberg)
  14. Nike’s Earnings Are Here. Expect News About Its Turnaround. (barrons)
  15. Signs of an Office Market Bottom: ‘The Worst Is Probably Over’ (nytimes)
  16. The Dream Team With a ‘Miracle’ Coach: Can Anyone Stop This Hockey Powerhouse? (wsj)

EXCLUSIVE: CEO Interview Cooper Standard (and Markets Update)…

EXCLUSIVE: Cooper Standard (Ticker: CPS) Interview and Background

I had the pleasure to interview the Chairman and CEO of Cooper Standard – Jeff Edwards (CPS is one of our largest holdings).  I am very grateful to him for taking the time out and participating in this long-form format.  It enabled us to get granular on the details of the business, where we’ve come from and more importantly – where we are going!

Continue reading “EXCLUSIVE: CEO Interview Cooper Standard (and Markets Update)…”