At first glance, the US economy’s sharp acceleration in Q3 - with GDP growth exceeding 4% year-on-year - appears to decisively counter narratives of an economic slowdown. Yet the muted reaction in bond markets tells a different story.
Booz Allen Hamilton offers a strong 2.58% dividend yield with a 10+ year growth history, backed by solid profitability and a stable government consulting business.
Krugman pointed out that small businesses were unable to weather the storm brought about by the Trump administration’s tariffs and immigration policy changes.
Sprouts Farmers Market (SFM) combines strong profitability, financial health, and growth with a technical setup hinting at a potential breakout from a consolidation range.
The grant marks a significant step in the firm’s work on advanced reactor technology, and could boost the stock, which has seen an over 80% decline in value year-to-date.
BorgWarner (BWA) presents a value investing case with a low P/E ratio, strong financial health, and solid profitability, offering a potential margin of safety.
Bangkok Aviation Fuel Services Public Company Limited is Thailand’s leading provider of aviation fuel services, managing fuel depots and refuelling at major airports.
Insulet Corp (PODD) exemplifies Growth at a Reasonable Price (GARP) with strong earnings growth, solid financials, and a valuation justified by its sector and future potential.
The precious metals surge was catalyzed by a series of macro trends, including expectations of U.S. Federal Reserve interest rate cuts, geopolitical risks, and structural supply deficits.
