Articles

Victory Capital's $57 Bid for Janus Henderson: A Structural Challenge to Trian's Deal

8h ago
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Julian West
Victory Capital's $57 Bid for Janus Henderson: A Structural Challenge to Trian's Deal - Article cover image

Carter's: Assessing the Structural Shift in a Stagnant Market

9h ago
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Julian West
Carter's: Assessing the Structural Shift in a Stagnant Market - Article cover image

Zaporizhzhia Truce: A Fragile Pause in a War That Is Already a Structural Energy Shock

9h ago
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Julian West
Zaporizhzhia Truce: A Fragile Pause in a War That Is Already a Structural Energy Shock - Article cover image

Germany's Labour Market: Deciphering the Contradictory Signals of February

9h ago
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Julian West
Germany's Labour Market: Deciphering the Contradictory Signals of February - Article cover image

Netflix's Strategic Retreat: A Discipline Check or a Missed Hollywood Pivot?

9h ago
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Julian West
Netflix's Strategic Retreat: A Discipline Check or a Missed Hollywood Pivot? - Article cover image

Cytek Biosciences: Navigating the Structural Shift from Instruments to Ecosystem

9h ago
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Julian West
Cytek Biosciences: Navigating the Structural Shift from Instruments to Ecosystem - Article cover image

Barings Corporate Investors: Assessing the Dividend-Backed Strategy in a Maturing Private Credit Cycle

11h ago
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Julian West
Barings Corporate Investors: Assessing the Dividend-Backed Strategy in a Maturing Private Credit Cycle - Article cover image

Targa Resources: Decoding the $242 Price Target Raise

11h ago
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Julian West
Targa Resources: Decoding the $242 Price Target Raise - Article cover image

Cohen & Steers Infrastructure Fund: Distribution Mix, Portfolio, and the Rights Offering in a Discounted Market

11h ago
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Julian West
Cohen & Steers Infrastructure Fund: Distribution Mix, Portfolio, and the Rights Offering in a Discounted Market - Article cover image

Assessing the AI Infrastructure Bet: A Macro Strategist's View on Amazon and Baidu

11h ago
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Julian West
Assessing the AI Infrastructure Bet: A Macro Strategist's View on Amazon and Baidu - Article cover image

Genenta's Pivot to Industrial Consolidation: A Strategic Reckoning

11h ago
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Julian West
Genenta's Pivot to Industrial Consolidation: A Strategic Reckoning - Article cover image

Block's AI Restructure: A Structural Shift in Labor Intensity and Its Market Implications

11h ago
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Julian West
Block's AI Restructure: A Structural Shift in Labor Intensity and Its Market Implications - Article cover image

Global Net Lease: Navigating the 2026 REIT Rebound from a Position of Structural Strength

11h ago
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Julian West
Global Net Lease: Navigating the 2026 REIT Rebound from a Position of Structural Strength - Article cover image

Dillard's Dividend: A Signal of Financial Strength or a Symptom of Stagnation?

12h ago
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Julian West
Dillard's Dividend: A Signal of Financial Strength or a Symptom of Stagnation? - Article cover image

Block's AI Restructuring: A Macro Shift in Labor and Capital Allocation

12h ago
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Julian West
Block's AI Restructuring: A Macro Shift in Labor and Capital Allocation - Article cover image

TeraWulf's Lender Call: Decoding the AI Infrastructure Build-Out's Funding Signal

12h ago
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Julian West
TeraWulf's Lender Call: Decoding the AI Infrastructure Build-Out's Funding Signal - Article cover image

OTC Markets: The Structural Beneficiary of Global Retail Capital Flows

12h ago
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Julian West
OTC Markets: The Structural Beneficiary of Global Retail Capital Flows - Article cover image

Ginkgo Bioworks' Strategic Pivot: Assessing the Financial and Market Implications of the Autonomous Lab Transition

12h ago
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Julian West
Ginkgo Bioworks' Strategic Pivot: Assessing the Financial and Market Implications of the Autonomous Lab Transition - Article cover image

Burry's "Cayman Shell" Warning: Assessing the Structural Risk in Chinese Tech

13h ago
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Julian West
Burry's "Cayman Shell" Warning: Assessing the Structural Risk in Chinese Tech - Article cover image

Nexstar's 2026 Outlook: Navigating Political Cycles and a Strategic Merger

13h ago
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Julian West
Nexstar's 2026 Outlook: Navigating Political Cycles and a Strategic Merger - Article cover image

Geopolitics, Policy, and AI: Navigating the Convergence of Political and Market Forces

13h ago
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Julian West
Geopolitics, Policy, and AI: Navigating the Convergence of Political and Market Forces - Article cover image

Japan's Inflation Divergence: A Structural Shift in the BoJ's Policy Calculus

13h ago
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Julian West
Japan's Inflation Divergence: A Structural Shift in the BoJ's Policy Calculus - Article cover image

Blackstone's Structural Bet: Capitalizing on the Private Markets Shift

14h ago
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Julian West
Blackstone's Structural Bet: Capitalizing on the Private Markets Shift - Article cover image

Uber's Analyst Consensus: Assessing the 'Best Transportation Stock' Claim Amid Growth and Profitability Shifts

14h ago
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Julian West
Uber's Analyst Consensus: Assessing the 'Best Transportation Stock' Claim Amid Growth and Profitability Shifts - Article cover image

Asian Markets Navigate AI Disruption: A Structural Shift in Risk and Rotation

14h ago
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Julian West
Asian Markets Navigate AI Disruption: A Structural Shift in Risk and Rotation - Article cover image

Morgan Stanley's Digital Asset Pivot: Assessing the Structural Bet on Bitcoin Lending

14h ago
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Julian West
Morgan Stanley's Digital Asset Pivot: Assessing the Structural Bet on Bitcoin Lending - Article cover image

Amazon's Texas AI Gambit: A Structural Shift with Grid and Bubble Risks

14h ago
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Julian West
Amazon's Texas AI Gambit: A Structural Shift with Grid and Bubble Risks - Article cover image

Block's AI Restructuring: A Deliberate Pivot in the New Era of Work

14h ago
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Julian West
Block's AI Restructuring: A Deliberate Pivot in the New Era of Work - Article cover image

Dentsply Sirona's Q4 2025: A Capital Allocation Shift Amid Strategic Transition

15h ago
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Julian West
Dentsply Sirona's Q4 2025: A Capital Allocation Shift Amid Strategic Transition - Article cover image

Monster Beverage's Structural Inflection: International Growth, Margin Resilience, and the Coca-Cola Catalyst

15h ago
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Julian West
Monster Beverage's Structural Inflection: International Growth, Margin Resilience, and the Coca-Cola Catalyst - Article cover image