The Hidden Financing Boom Behind America’s Infrastructure Rebuild — and the Stocks That Will Benefit First
Around a construction site, a certain kind of optimism takes hold. It can be seen in the way...
How Private Equity Found Its Way Into the Boring, Profitable World of Industrial Distribution
No one writes books about a certain type of business. Fasteners, electrical parts, hydraulic fittings, valves, packaging, and...
How J.P. Morgan’s Inventory Finance Framework for Auto Supply Chains Is Being Adopted by Companies Outside the Sector
Like most of these things, it began with an issue that no one could resolve quickly enough. Carmakers...
Why Germany’s Automotive Finance Model Is Cracking Under the Weight of a Slowing China Market and Rising Competition
It’s difficult to miss the atmosphere when you stroll through the Beijing auto show in April. When Mercedes...
Blade Air Mobility Stock Just Vanished — And Investors Are Still Trying to Make Sense of It
Not too long ago, Blade Air Mobility seemed like one of those businesses you would learn about at...
The Industrial Sector’s Fastest-Growing Sub-Segment Is Automation — and Three Stocks Are Capturing Nearly All of It
The first thing you notice when you enter a new battery plant in Kentucky or a semiconductor factory...
The Industrial Goods Sector Is Underpriced, Underappreciated, and About to Be Unavoidable
The way industrial goods are currently discussed in financial media is a little amusing. You won’t hear the...
The Geopolitical Discount: Are European Auto Manufacturers Trading at an Unjustified Penalty?
You can see something that the headlines frequently overlook when you stroll through the parking lot outside the...
How the NZX’s Industrial Services Surge Reflects a Global Pattern That U.S. Investors Are Dangerously Slow to Notice
The New Zealand Stock Exchange is simple to overlook. The majority of American traders won’t think about Ventia...
Prudential Stock Price Slides as Japan Troubles Deepen
For more than a century, the Prudential logo—that unyielding, recognizable fragment of the Rock of Gibraltar—has served as...