Caleb Monroe

ServiceNow: Buy the AI-Driven Workflow Platform on the Dip

Enterprise workflow + heavy R&D = platform leverage. Tactical entry after sell-off; targets and stop provided.

ServiceNow is repositioning from ITSM to an AI-first enterprise workflow platform. Recent results show sequential revenue strength, expanding gross ma...

Great Lakes Dredge & Dock Keeps Digging Up Value - Rating Upgraded to Buy

Strong cash flow, improving margins and offshore opportunity justify a tactical long with defined risk controls

Great Lakes (GLDD) reported consecutive quarters of positive operating cash flow, rising operating income and a healthier balance sheet. At ~ $15/shar...

Top Dividend-Paying Industrials: Insights from Leading Wall Street Analysts

In Focus: Karat Packaging, Robert Half, and Insperity with Dividend Yields Above 5%

As volatility persists across financial markets, dividend-paying industrial stocks have gained attention for their potential to provide consistent inc...

Moog Just Rerated - A Tactical Long With Room to Run

Q1 beat and aerospace tailwinds pushed the multiple higher. Trade a disciplined long with defined stops and layered targets.

Moog (MOG.A) reported a clean Q1 (fiscal Q1 2026) beat on 01/30/2026 and the stock has re-rated as investors reprice aerospace and space-exposed suppl...

Analyzing the Impact of Tariffs on U.S. Inflation Through an Economic Lens

Paul Krugman Highlights Measurable Inflation Increase While Challenging Misconceptions About Tariff Effects

Economist Paul Krugman presents a data-driven evaluation of recent tariff policies, demonstrating that U.S. inflation has risen by approximately 0.8 p...

Kevin Warsh's Fed Nomination Seen as Non-Disruptive to Debt Monetization Trend, Economist Advises Caution

Market Dynamics Point to Persistent Fiscal Challenges and Continued Interest in Precious Metals as Safe Havens

Economist Robin Brooks contends that the appointment of Kevin Warsh as Federal Reserve Chair will not alter the broader fiscal realities driving publi...

Millicom (TIGO): Turnaround Complete — Time to Trade the Cash-Flow Rerating

Operational fixes behind it, M&A and dividend discipline set to unlock a cash-flow multiple uplist

Millicom has moved from restructuring to active consolidation and capital return. Recent transactions in Ecuador and Colombia plus a steady quarterly ...

Trump Proposes Two-Year Closure for Kennedy Center's Comprehensive Renovation

President announces plan for full shutdown starting in 2026 to enable thorough rebuild of the iconic performing arts venue

President Donald Trump has unveiled a proposal to close the John F. Kennedy Center for the Performing Arts for approximately two years beginning in mi...

Solid Power: Buy the Post-Volatility Pullback — Tactical Long with Tight Risk Controls

Small revenue, big optionality — use defined risk to own the play on solid-state battery commercialization

Solid Power (SLDP) is a pre-commercial solid-state battery developer trading around $4.48. The company is still loss-making but recently strengthened ...

Kennedy Center Set for Two-Year Closure Starting July for Renovations, Says Trump

Performing arts hub to undergo extensive upgrades amid leadership changes and event cancellations

President Donald Trump announced plans to temporarily close the Kennedy Center performing arts complex in Washington, D.C., starting in July for an ex...