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KKR Thinks We're Entering Early Cycle Which Would be Positive for Leading Industrial/Infrastructure
Started by JRo
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FedEx Spinning off its LTL Freight Division (direct competitor to Old Dominion)
Started by JRo
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Todd Ahlsten (CIO at Parnassus and Member Barron’s Roundtable) Outlook for 2025
Started by JRo
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Alphabet forms Partnership to Advance Humanoid Robots
Started by JRo
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This is One of the Things I'm Looking For (Bear Markets for High Quality, Crucial Industries)
Started by JRo
Replies0

Bridgewater on stronger Industrial and Interventionist Policies and Connecting the Dots to Buffett
Started by JRo
Replies0

Good Article on the Supply and Demand for Ai Infrastructure
Started by JRo
Replies5

Liz Ann Sonders and Kevin Gordon's (from Charles Schwab) 2025 Market Outlook
Latest by John
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Good Article for Tesla Bulls (like Me LOL)
Started by JRo
Replies0

Utilities Industry Overview from Goldman Sachs
Started by JRo
Replies0

Barron's Interview with Builders FirstSource new CEO Peter Jackson (who is the former CFO)
Started by JRo
Replies0

Decade-long tailwinds Expected to Drive Power Demand Growth
Started by JRo
Replies0

Torsten Slok's (of Apollo) Real Assets and Infrastructure Outlook for 2025
Started by JRo
Replies0

ISM Down 24 of the Last 25 Months (Longest Stretch On Record According to Goldman Sachs)
Started by JRo
Replies1

24 Screenshots from Torsten Slok's (from Apollo) Outlook for 2025 (Pay Attention to the First two)
Latest by JRo
Replies0

Building Products Companies Operating in "Trough" Conditions
Started by JRo
Replies0

Has the U.S. Underinvested in Industrial and Manufacturing Capacity (ex Data Centers and EVs)?
Started by JRo
Replies6

Goldman Sachs Reverse DCF on Tesla and Offers One Possible Scenario that Could Justify the Valuation
Latest by Cale
Replies0

New Goldman Sachs Note out on Quanta (PWR) & Related Rising Utility Capex Spending and Growth Rates
Started by JRo
Replies2

Some Potential Solid News from Trump for Industrial, Energy, and Infrastructure Investors
Latest by JRo

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