Is There an Investment Premium on “Vice”?

At publication time, we find ourselves just a few days before the end of Carnival season. For many Christians, Carnival precedes the more austere period of self-denial, prayer, and contemplation known as Lent. In some cultures, Carnival means public festivals filled with revelry and indulgence – New Orleans’ Mardi Gras...

Signal From Noise: U.S. Infrastructure

Many of us have seen the wildly popular and highly rated _Dirty Jobs_ with Mike Rowe, which ran for no fewer than eight seasons on the Discovery Channel. Specializing in dangerous and difficult jobs, apprenticing himself to everyone from organic sheep farmers to junk removal specialists, half-relishing, half-dreading the attendant...

SFN Review – The Companies That Caught Our Attention the Most Frequently Last Year

The first _Signal From Noise_ of 2024 finds us repeating our commitment to providing readers with a big-picture view of the markets as seen from Fundstrat’s evidence-based approach to investment research. Throughout 2023, in 26 issues published every other Thursday, the Market Intelligence team covered a broad range of topics,...

Innovations That Have Us Excited Heading Into 2024

Throughout history, economic progress has been driven by technological and scientific advances. Often, forward-looking investors can immediately see the clear path to profits from such innovation – for example, Fundstrat’s Head of Research, Tom Lee, began his career by being one of the first to see that mobile phones would...