Marcopolo Bets On European Coach Market With Volvo Buses Deal
Marcopolo’s return to the European coach market is less a product launch and more a strategic pivot, one...
Airbus Stock Slides Before Earnings — But Wall Street Sees 27% Upside Anyway
There’s a particular calm that surrounds Airbus that you don’t quite get from its American counterpart. Walk through...
Boeing Stock Hits a Crossroads: Is the $695 Billion Backlog Finally Enough?
If you’ve been watching Boeing for a while, you’ll notice that the plot has become stale. In midair,...
The China Paradox: How VW is Financing a High-Stakes Battle for Market Share in Beijing
The size of Volkswagen’s Hefei complex reveals something that the press releases fail to adequately convey when you...
Why Ex-Stellantis CEO Tavares Thinks Tesla May Not Exist in Ten Years — and What That Prediction Does to the Stock
When someone who used to wear the same uniform issues a warning, it is more impactful. Carlos Tavares,...
Why Germany’s Auto Capitals — Stuttgart, Munich, Wolfsburg — Are Facing a Financial Crisis That’s Deeper Than the Headlines Show
When you first arrive in Wolfsburg by train, the city gives you a quick overview of everything. With...
Why Eli Lilly Stock Price Just Took a Surprise Hit Investors Didn’t See Coming
One type of Friday that traders dread is when a stock that has supported a portfolio for years...
Broadcom Stock Price Hits $422: Is the AI Chip Boom Just Getting Started?
The way Broadcom entered the $2 trillion club is almost silent. Leather jackets on stage, theatrical product launches,...
Why Defense Finance Is Now the Most Interesting Corner of the Entire U.S. Government Bond Market
Bond traders have begun to observe an odd phenomenon occurring at the periphery of the Treasury market in...
The Enterprise Software Category That Is Growing 40% Per Year and Still Has No Dominant Public Market Winner
There isn’t a clear winner in the public market, which is the most peculiar aspect of the enterprise...
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...