Equity Analysis Earnings Beats Are Everywhere in Q3, but Beat Size Tells the Real Story Ron Welsh15 mins0 83% of S&P 500 reporters beat Q3 EPS estimates, but the beats are small. Learn how to…continue reading..October 27, 2026
Equity Analysis The Price-to-Earnings Ratio: What It Tells You and What It Hides Ron Welsh8 mins0 The P/E ratio is the market's most quoted valuation shortcut. Learn how it works, where trailing and…continue reading..October 19, 2026October 19, 2026
Equity Analysis Free Cash Flow vs. Earnings: Why Cash Tells the Better Story Ron Welsh7 mins0 Net income can be shaped by accounting choices; cash is harder to disguise. Learn how free cash…continue reading..October 17, 2026October 17, 2026
Equity Analysis Q3 Earnings Season Opens With Banks: What the Numbers Say Heading Into JPMorgan and Citi Ron Welsh12 mins0 Third-quarter earnings season opens with JPMorgan and Citigroup on October 13. Analysts expect strong S&P 500 profit…continue reading..October 13, 2026October 13, 2026
Equity Analysis The Short Squeeze Screen: Only 7 Stocks Passed This Rigorous Test Ron Welsh11 mins0 A rigorous quantitative screen of 2,375 stocks found just 7 genuine short squeeze candidates combining heavy short…continue reading..September 27, 2026September 21, 2026
Equity Analysis Semiconductor Stocks Are Splitting in Two: AI Exposure vs. Everything Else Ron Welsh12 mins0 AI-exposed chip stocks gained this week even as the broader market fell, while Intel and AMD's traditional…continue reading..September 26, 2026September 17, 2026
Equity Analysis Corporate Insiders Are Selling at a Near-Record Pace — And Tech Executives Are Leading the Exit Ron Welsh13 mins0 Corporate insiders sold $77.6 billion in stock in H1 2026, the second-fastest pace in 20 years —…continue reading..September 24, 2026September 14, 2026
Equity Analysis The Magnificent Seven’s Strange 2026: Stock Prices Down, Earnings Estimates Up Ron Welsh12 mins0 The Magnificent Seven fell 7% through February 2026 even as earnings estimates rose to 18% growth —…continue reading..September 21, 2026September 9, 2026
Equity Analysis Value Stocks Are Finally Beating Growth: The First Real Rotation Since 2020 Ron Welsh12 mins0 Value stocks are beating growth for the first time in six years, with a more than 11-point…continue reading..September 21, 2026September 9, 2026
Equity Analysis Microsoft vs. Nvidia: Which AI Stock Looks Better for Long-Term Investors in 2026? Ron Welsh27 mins0 Summary: Microsoft and Nvidia offer different ways to invest in the artificial-intelligence boom. Nvidia has faster growth,…continue reading..September 18, 2026September 3, 2026