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Are We in for a Market Correction?
A growing set of serious valuation metrics reveal a deep disconnect between equity prices and long-term value
Nov 14
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Michele Chiacchio, CFA
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When the Engine Stalls: Cracks in the Auto Industry
From subprime delinquencies to falling used-car values, stress is spreading across the auto sector, a warning sign for the broader consumer credit…
Oct 21
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Michele Chiacchio, CFA
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Cracks in the Credit Boom
The recent bankruptcies of Tricolor Holdings and First Brands Group have raised fears of contagion—but are these failures signs of systemic risk or just…
Oct 15
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Michele Chiacchio, CFA
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The K-Shaped Economy
From job creation to consumer spending, the data points to a widening gap that challenges the durability of U.S. growth.
Oct 7
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Michele Chiacchio, CFA
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What If the Massive AI Spend Doesn’t Pay Off?
Companies in the U.S. have been shelling out records amount of capital on building out AI, and it's not just Big Tech. What happens if the large Capex…
Sep 30
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Michele Chiacchio, CFA
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Investment Memo #1 Part 2: Utah Medical Products, Inc. (NASDAQ: UTMD)
The investment model: LBO or Active Value
Sep 24
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Michele Chiacchio, CFA
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Stagflation Risks in the Economy
Inflation remains uncontrolled and the fed just lowered rates on concerns for the job market, does this mean a real risk of stagflation?
Sep 22
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Michele Chiacchio, CFA
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Charts of the Week: The Fed's Current Predicament
The data behind the Fed's "risk management cut" to rates
Sep 19
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Michele Chiacchio, CFA
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