Please use the following link to access our updated thoughts on Lennox International:
Please use the following link to access our thoughts on Casella's Q4'25 earnings report:
Please use the following link to access our thoughts on Lennox's Q4'25, reported Wednesday before market open.
Please use the following link to access Antrim's coverage initiation report on International Paper:
An Update on Antrim Investment Research: More Wood to ChopDecember 31st, 2019 seems a disproportionately long time ago. When David McCullough and Ken Burns finally get together to decide just exactly what happened over the past six months,…
Access your “Wise Mind”: The Lessons of Dialectical Behavioral Therapy Applied to Investment ManagementIf you are wondering what mental health theory and practice have to do with investment management, you’ve probably never managed client assets. I’ve spent nearly 11 years on the…
Caveat Emptor: Crude Oil, Futures, and the USOSince launching my website and publishing my first newsletter on April 1st, I've received a fair amount of feedback, a bit of casual curiosity, and several fairly serious investment…
What does Ray Dalio have in common with Trinidad James?Braggadocio. And Gold all in the portfolio. I realize I'm not that funny, but there is a relevant and interesting investment point I can make that is related to…
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