As the first quarter of 2026 begins, the narrative surrounding the United States economy has shifted from one of cautious stabilization to a more robust "expansion mode." Despite the geopolitical noise and trade-related volatility that defined much of late 2025, JP Morgan’s latest economic insights suggest a remarkably resilient
Consumer discretionary businesses are levered to the highs and lows of economic cycles. This sensitive demand profile can lead to some stock price volatility, but over the past six months,
the industry has stayed on track as its 11% return was close to the S&P 500’s.
As of December 26, 2025, the luxury travel sector has witnessed a profound transformation, led by the meteoric rise of Viking Holdings Ltd (NYSE: VIK). Since its highly anticipated initial public offering in May 2024, Viking has evolved from a niche European river cruise operator into a global powerhouse of "experiential travel." The company is [...]
Luxury cruise operator Viking (NYSE:VIK) met Wall Streets revenue expectations in Q3 CY2025, with sales up 19.1% year on year to $2 billion. Its GAAP profit of $1.15 per share was 3.7% below analysts’ consensus estimates.
On the eve of a closely watched Fed rate cut, stocks barely moved, but under the surface, JPMorgan’s cost warning rattled the Dow, silver finally smashed through $60 an ounce, and Exxon doubled down on fossil-fuel cash flows. I walk through what actually mattered yesterday and what I’ll be watching when the Fed steps up to the mic tonight.
We're back with the second episode of a new series -- 10 Years Later -- where we blast through time to check in on a five-stock sampler from 10 years in the past.
Bank of America is pointing investors toward 16 overlooked stocks with strong fundamentals and no direct ties to the AI boom—offering a safer path beyond the hype.
The financial markets are witnessing a significant turning point as Initial Public Offerings (IPOs) experience a robust resurgence, marking a decisive shift from the subdued activity of previous years. This renewed vigor in new public listings signals a potent blend of improving market conditions, eager investor sentiment, and a substantial
The global Initial Public Offering (IPO) market is experiencing a notable resurgence in 2024 and the first half of 2025, signaling a renewed investor appetite for new listings. After a period of muted activity, this uptick has reignited discussions about "frothiness"—a condition where asset prices become detached from fundamental
