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Month: July 2022

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Week Ahead – Peak Fed Tightening?

July 2, 2022 admin 0

Gam1983/iStock via Getty Images Or further to go? The focus has shifted in recent weeks from how far central banks are going to go in their tightening cycles to how much of an economic slowdown […]

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Surgery Partners And Alternative Near Cap-Gain Portfolio Wealth Builders (SGRY)

July 2, 2022 admin 0

Pgiam/iStock via Getty Images Investment Thesis 21st Century paces of change in technology and rational behavior (not of emotional reactions) seriously disrupts the commonly accepted productive investment strategy of the 20th century. One required change […]

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Advance Auto Parts: Current Environment Spark Long-Term Growth

July 2, 2022 admin 0

RiverNorthPhotography/iStock Unreleased via Getty Images Thesis I believe sustained growth for the aftermarket auto parts industry is at the beginning of a strong cycle driven by consumer and pricing trends. With the average age of […]

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Accenture: The Best Way To Play AI's Next Phase

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This is the forum for Growth & Total Return discussion on Seeking Alpha. A new chat begins every two weeks, and all previous blogs are listed in chronological succession on the main chat page. We […]

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