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Allianz Reports Today. Why We Watch It but Won’t Own It.
Earnings Preview · 07 August 2026 Allianz Reports Today. Why We Watch It but Won’t Own It. Where our screen stands going in Fails the…
Advanced Beat and Clears Our Screen, but the Valuation Leaves No Room for Error.
Earnings Review · 06 August 2026 Advanced Beat and Clears Our Screen, but the Valuation Leaves No Room for Error. The print Revenue $10.25B. EPS…
Space Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass.
Earnings Review · 06 August 2026 Space Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass. The print Revenue $4.69B. EPS…
Zurich Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside.
Earnings Review · 06 August 2026 Zurich Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside. The print Results are in but not…
DBS Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside.
Earnings Review · 06 August 2026 DBS Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside. The print Results are in but not…
SoftBank Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside.
Earnings Review · 06 August 2026 SoftBank Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside. The print Results are in but not…
SoftBank Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside | 06 Aug 2026
Earnings Review · 06 August 2026 SoftBank Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside. The print Results are in but not…
Siemens Clears Our Screen, but the Market Has Already Priced the Good News.
Earnings Review · 06 August 2026 Siemens Clears Our Screen, but the Market Has Already Priced the Good News. The print Results are in but…
Neutral Drift Holds as VIX Compresses and Options Tilt Bullish
Market Snapshot and Regime Assessment US equities closed modestly lower across the board with the Dow and Russell leading declines of 0.85 and 0.58 percent…
Heavy Earnings Day Tests Cloud Demand With No Clear Tape Direction
Calendar Snapshot Thursday brings a dense cluster of prints across energy, industrials, cloud software and consumer names. ConocoPhillips, Parker-Hannifin, Howmet, Cloudflare, Datadog, Constellation Energy and…