DuPont de Nemours Inc.: Initiation of Coverage – Restructuring Progress
This is our first report on specialty chemicals giant, DuPont de Nemours. The company has been in the corporate restructuring process since 2019,...
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Biden COVID-19 Response Plan: Overview of Its Inherent Investment Themes
Biden's recently-announced COVID-19 response plan suggests a number of investment themes. This Insight overviews the more significant of those...
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U. S. Equity Strategy: Bull-Bear Battle Continues
Due to uptrend violations for the Nasdaq 100, S&P 500, and Russell 2000 we continue to believe near-term consolidation is likely -- potentially...
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U.S. Equity Strategy: Value Overtaking Growth; Treasury Yields and Commodities Bottoming
New and ongoing developments continue to support our bullish outlook. In the “new” column, we have bullish inflections in Treasury yields, the...
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Monsanto / Bayer: Horizontal Antitrust Issues
Sentiment in Monsanto continues its positive trend. After Berkshire Hathaway disclosed a 1.8% stake in February, and Monsanto and Bayer held a...
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