Caleb Monroe
Consumer & Retail Analyst
Articles 786
Market Insights: Positive Momentum for Vertex Pharmaceuticals, Kimberly-Clark, S&P Global, and Exxon Mobil
Analysts Highlight Strengths and Upgrades Ahead of Earnings and Dividend Announcements
Recent analyst commentary and market activity underscore notable interest in key large-cap companies across healthcare, consumer products, financial s...
Solar Energy Drives U.S. Electricity Demand Growth Amid Rising Silver Costs
Surge in solar power generation meets most new electricity needs, but escalating silver prices may challenge the sector’s cost structure
In 2025, solar energy was responsible for the majority of the increase in U.S. electricity generation, meeting a significant portion of rising demand ...
Harrow: Buy the Q4 Setup — Growth, Cash Flow and Leverage Near-Term Test
Positive operating momentum but higher debt and legal noise make this a tactical long with tight risk controls
Harrow (HROW) has moved from loss-making to operating profitability over the last year, posting Q3 FY2025 revenue of $71.6M and operating income of $1...
United States Formalizes Withdrawal from WHO Citing Pandemic Response Concerns
Washington cites misalignment of political interests and pandemic management failures as reasons for severing ties with the global health body
The United States has completed its official exit from the World Health Organization (WHO), citing dissatisfaction with the organization’s handling ...
Canada Goose: A Tactical Long as Retail Traffic Normalizes
Small-cap luxury outerwear with DTC leverage — entry at the right level offers asymmetric upside into a broad retail rebound
Canada Goose (GOOS) looks set to benefit if consumer retail traffic and travel retail continue to recover. The stock trades near $12.85 with a history...
Blue Owl (OWL) - Doubling Down: High Yield, Strong Cash Flow, Cheap Price With Legal Overhang Priced In
Trading idea - buy the dip around $15.7 for a high-yield, cash-generative alternative-asset manager; trade plan, targets and risks below.
Blue Owl is trading like a distressed small-cap even though it runs $295.6 billion of AUM (including $183.8 billion fee-earning AUM), prints quarter a...
Arctic Challenges Highlight U.S. Icebreaker Shortage Amid Greenland Ambitions
Limited U.S. icebreaker fleet complicates strategic and economic objectives in Greenland’s icy waters
The United States faces significant logistical challenges in pursuing strategic and economic interests in Greenland due to a limited fleet of icebreak...
Eric Trump Critiques Major Banks' Opposition to Cryptocurrency Legislation Amid Financial System Transformation
Legacy financial institutions resist regulatory changes benefiting digital assets, citing long-held control over market inefficiencies
Eric Trump, co-founder of American Bitcoin Corp. and World Liberty Financial, asserted that large U.S. banks are deliberately obstructing cryptocurren...
Federal Appellate Judges Challenge Trump’s Use of 18th-Century War Law for Deportations
Court debates presidential authority under Alien Enemies Act amid Venezuelan gang deportation case
A federal appellate court is examining the legality of President Donald Trump's unprecedented application of the 1798 Alien Enemies Act to deport memb...
Alphabet's Shares Advance Following Upgraded Forecast on Google Cloud and AI Prospects
Analyst Optimism Surrounds Google's Cloud Growth and AI Initiatives Amid Steady Stock Momentum
Alphabet Inc.'s stock experiences upward movement driven by optimistic analyst revisions focused on Google's Cloud Platform and artificial intelligenc...