INSTITUTIONAL RESEARCH

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SHOWING ALL RESEARCH
Today @ 12:30pm | The Positive Alpha Of Low Expectations | CAT Best Ideas Long Call Learn More
Buy Now

Please join us for a discussion of the long thesis for Caterpillar Inc. (CAT) today @ 12:30PM EST.

Invite | MP, CAT, FCX, DE, HII, LMT, GD | Trump’s Trade War 2.0: Navigating US-China Relations Learn More
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Please join us for a fireside chat on defense spending, US-China trade, stimulus, and demand with APAC geopolitical specialist, Dennis Kwok, TOMORROW, Wednesday, February 19th at 10am EST!

Invite (CAT) | The Positive Alpha Of Low Expectations | Adding CAT As A Best Ideas Long Learn More
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We’ve waited for CAT shares to reset lower post-election, with several recent negative drivers we will explore on Thursday.   We’ll look at the impact of tariffs, a stronger dollar, and higher interest rates on the competitive landscape, as well as the likely policies of the new administration on equipment demand.  But most critically, we’ll look at the installed base and ...

Happening Soon | XYL, VLTO, WMS | Forever Chemicals & The Future of PFAS Regulations Under Trump Learn More
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Please join us for a fireside chat today at 1:00 PM EST with thought leader and lawyer, John Gardella, as we discuss the latest regulations surrounding PFAS and water safety.

Today @ 2pm | DE, CF, NTR, AGCO, CNH | Ag, RINS, Biofuels, SAF | Chat with Brett Gibbs Learn More
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Join us for a chat with Brett Gibbs from Bloomberg Intelligence and Hedgeye Energy Sector Head, Fernando Valle, as we discuss the latest on biofuels, renewable fuel credits (RINs), EPA, the potential impacts on agriculture & related industries today at 2PM ET.

Happening Soon | Industrial Policy Earthquake: Call With JT Taylor | CAT, DE, & All Of Them, Really Learn More
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Please join us for a timely call with Macro Policy Head, JT Taylor, on the Trump administration’s plans for Industrial Policy today @ 1:00 PM EST!

Happening Soon | TSLA Flash Call | Do Investors Believe What They See With Their Own Eyes? Learn More
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Please join us for a Flash Call on Tesla’s outlook, 10-K, and 4Q24 results today at 12:30PM EST!

Today @ 12:30pm | TSLA Flash Call | Do Investors Believe What They See With Their Own Eyes? Learn More
Buy Now

Please join us for a Flash Call on Tesla’s outlook, 10-K, and 4Q24 results today at 12:30PM EST!

TSLA Flash Call Tomorrow @ 12:30PM | Do Investors Believe What They See With Their Own Eyes? Learn More
Buy Now

Please join us for a Flash Call on Tesla’s outlook, 10-K, and 4Q24 results TOMORROW, Friday, January 31st at 12:30 PM EST!

Sunday Retail Edge | VVV Higher & Earnings Kick Off Learn More
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VVV Higher on Long List, Best Idea Shorts VFC & Deck Print, Auto Retail Earnings Kick Off

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