IvelinRadkov Introduction I haven’t covered Rockwell Automation (NYSE:ROK) since 2021. Now, there’s a great reason to dive back in. One of the key themes I started discussing more in-depth this year is the re-shoring of […]
Solskin Overview To say Bausch Health (NYSE:BHC) has faced a few headwinds this year is an understatement. While broader equity markets have struggled due to rising interest rates, persistent inflation, and fears of an upcoming […]
Sundry Photography Software and cloud stocks are down nearly 40% on the year, massively underperforming the S&P 500. Also notice in the chart below that the Global X Cloud Computing ETF (CLOU) continues to trend […]
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