The Fed’s latest meeting kept interest rates on hold, but Chair Kevin Warsh’s firm focus on the 2% inflation target and refusal to offer clear forward guidance has shifted attention back to the power of the US dollar. When rate cuts are not on the table and policy is unapologetically data driven, companies that can live with or even benefit from a firm dollar start to stand out. This article looks at how that backdrop connects to our US Dollar Beneficiaries screener and reveals three stocks...
Investor interest in SkyWater Technology (SKYT) has picked up as the stock recently outperformed major indices, with recent coverage highlighting expectations for year over year revenue growth in upcoming financial results and a maintained Hold rating.
See our latest analysis for SkyWater Technology.
At around US$36.57, SkyWater Technology’s short term share price performance has cooled slightly compared with recent peaks. However, a 25.07% 3 month share price return and a very large 1 year...
Turtle Creek Asset Management recently added Medpace Holdings, Inc. to its Q1 2026 portfolio, citing the CRO’s clinician-led focus on small and mid-sized biopharma clients and its strong cash flow generation.
The move shines a light on Medpace’s founder-led model, deep MD and PhD bench, and disciplined share repurchases, including buying back nearly 10% of its stock last year.
We’ll now examine how Turtle Creek’s endorsement of Medpace’s clinician-led, high-science model could influence the...
Founder-led companies can be especially interesting when inflation, interest rates, and geopolitics keep markets on edge, because founders often have more personal capital, reputation, and legacy tied to long term outcomes than hired executives. The Founder-Led Companies screener focuses on leaders who are visibly committed to their business, which can appeal if you want management teams that stay focused through changing macro headlines. This article highlights 3 stocks from that screener...
The recent U.S. Iran interim agreement on Iranian oil exports and the reopening of the Strait of Hormuz has put Chord Energy (CHRD) in focus as investors reassess shale exposure and oil price sensitivity.
See our latest analysis for Chord Energy.
Since the announcement, Chord Energy’s share price has fallen 3.03% in the last day and 14.49% over the past month. However, its year to date share price return of 30.04% and 5 year total shareholder return of 113.38% point to longer term momentum...
The Morning Bull - US Market Morning Update Monday, Jun, 22 2026
US stock futures are mixed in early Sunday trading, with the main S&P 500 contract slightly softer while a separate S&P 500 future listed in Brazil edges up, reflecting uncertainty ahead of a packed US data week. Investors are watching US PCE inflation, durable goods orders, business surveys and consumer sentiment, all of which act like scorecards for the cost of living, factory demand and household confidence. At the same time,...
Markets are wrestling with mixed inflation signals, shifting rate expectations and uneven consumer demand, which leaves many investors unsure where to focus next. The Healthy high growth potential screener addresses this by zeroing in on companies where analysts expect strong earnings growth over the next 3 years and balance sheets that pass basic health checks. Instead of guessing which themes might benefit from changing central bank moves or trade flows, you can focus on stocks that...
Recently, coverage on ONE Gas highlighted its role as a regulated natural gas utility benefiting from structurally stable demand, ongoing infrastructure modernization, and regulatory frameworks that allow recovery of capital spending through customer rates.
An interesting angle is the renewed institutional participation and bullish commentary, which together point to growing confidence in the company’s regulated, long-horizon infrastructure model despite mixed short-term technical...
With mortgage rates near 7% and the Federal Reserve signaling a tougher stance on inflation, borrowing costs are under pressure and some areas of the market are feeling the strain. At the same time, certain large banking and financial services stocks in the US, UK, Canada, and Australia could see their earnings mix and risk profile shift as rates stay higher for longer. This article explains how that backdrop connects to three stocks from our Banking and Financial Services Stocks screener,...
In recent weeks, Dominion Energy outlined an expanded capital plan through 2030 to add new generation, transmission lines, and related infrastructure, aiming to meet rapidly rising electricity demand from Virginia’s growing data-center cluster and broader grid needs.
This shift further emphasizes Dominion’s evolution into a regulated infrastructure platform where long-lived transmission and renewable investments are increasingly tied to data-center-driven load growth.
We’ll now examine how...
Trade tensions are back in focus as the clock ticks toward the expiration of the current 10% global import tariff and the prospect of fresh Section 301 measures on imports from 60 economies. For investors, that puts US legal services and trade compliance stocks under a brighter spotlight, as companies assess how higher import costs, court challenges, and possible supply chain shifts could affect demand for their expertise. This article unpacks the tariff story in plain language and then walks...
The tug of war between China’s push for petroyuan and the deep pool of “sinodollars” is keeping global attention firmly on the US dollar and the assets tied to it. If demand for dollar-based securities stays strong, some large financial stocks linked to US markets could stand out, for better or worse, as global capital looks for scale, liquidity, and perceived stability. This article looks at three stocks from our US Dollar Asset Beneficiaries screener that have clear exposure to these...
In recent days, Comstock Resources has come under the spotlight as institutional ownership eased to 30.81%, even as small-cap energy producers like the company gained attention amid firm resource demand and active basins.
An interesting angle is that, despite the quarter-on-quarter pullback in overall institutional holdings, prominent investor Steven Cohen modestly increased his position to 2.05 million shares.
With small-cap energy stocks such as Comstock Resources drawing fresh investor...
Recently, Baldwin Insurance Group reported past quarterly results showing revenue up 21.65% year over year and net profit rising by 83.21%, despite a weak financial health score and low operating efficiency within the Insurance industry.
This combination of fast-improving headline performance and underlying financial fragility raises important questions about how sustainable Baldwin’s current profitability momentum may be.
We’ll now explore how this sharp jump in quarterly revenue and profit...
Einride (NasdaqGM:ENRD) has drawn fresh attention after recent trading left the stock down about 11% over the past day and roughly 10% over the past week, with shares last closing at $8.42.
See our latest analysis for Einride.
The recent 1 day share price return of down 10.92%, alongside a 7 day share price return of down 10.35% and a year to date share price return of down 43.84%, points to fading momentum in Einride as investors reassess the balance between growth ambitions in electric and...
With Kevin Warsh’s Federal Reserve signaling that rate cuts are off the table and inflation risks tied to energy and housing pressures staying in focus, income investors are again weighing how reliable their dividend streams might be if borrowing costs stay higher for longer. This article looks at three high dividend yield stocks from a screener that emphasizes projected payouts, balance sheet strength, and payout discipline, and considers how exposed they are to the Fed’s more hawkish tone...
Defence technology stocks sit at the crossroads of venture capital, government budgets, and geopolitics, and right now that mix is especially intense. A reported $12.3b of VC money flowing into defence tech start ups in 2026 so far, alongside active conflicts and rising defence spending, is pushing fresh attention onto companies linked to drones, AI and autonomous systems. For investors, that can mean potential opportunity, but also the risk that some valuations may be running hot. This...
On 12 June 2026, Pulse Biosciences, Inc. was added to the S&P Healthcare Equipment Select Industry Index, boosting its visibility among healthcare equipment peers and index-linked investors.
This index inclusion comes as the company reports a strong financial health score within its industry and a recent rise in institutional ownership, despite limited disclosed operating data.
We’ll now explore how the company’s addition to the S&P Healthcare Equipment Select Industry Index may influence...
With no single headline event driving attention to IRADIMED (IRMD) today, investors are instead looking at the stock’s recent performance record and financial profile to reassess how it fits into a healthcare portfolio.
See our latest analysis for IRADIMED.
IRADIMED’s share price has been choppy in recent months, with the stock down around 7% over 90 days and 3% year to date, yet its 1 year total shareholder return of about 61% and 5 year total shareholder return above 250% still point to...
Qnity Electronics (Q) has moved into focus after CEO Jon Kemp highlighted the company’s materials role in AI applications on national television, together with fresh product launches for advanced packaging and CMP pads in semiconductor manufacturing.
See our latest analysis for Qnity Electronics.
The recent product announcements and CEO Jon Kemp’s AI-focused media appearances have coincided with strong momentum in Qnity Electronics’ shares, with a 90-day share price return of 47.04% and a...
In recent weeks, EastGroup Properties Inc has reported improved financial health, including year-over-year revenue growth and a meaningful rise in net profit, alongside one of the highest institutional ownership scores in the Residential & Commercial REITs industry.
Large investors such as ETHSX, BlackRock, Cohen & Steers, and Principal Global Investors have recently increased or adjusted their positions, underscoring growing institutional conviction in EastGroup’s industrial-focused...
