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Manhattan Associates (MANH): Why Cloud Growth May Be the Most Important Number in the Quarter

Manhattan Associates (MANH): Why Cloud Growth May Be the Most Important Number in the Quarter

Manhattan Associates (MANH): Why Cloud Growth May Be the Most Important Number in the Quarter

Jonathan Poyer

8 hours ago2 min read

Decoding Bond Math: Why Seasoned MBS Win in Today’s Market

Decoding Bond Math: Why Seasoned MBS Win in Today’s Market

Decoding Bond Math: Why Seasoned MBS Win in Today’s Market

Jonathan Poyer

2 days ago1 min read

The Curve Ahead: Why bonds never move in a straight line (and why you should still buy them)

The Curve Ahead: Why bonds never move in a straight line (and why you should still buy them)

The Curve Ahead: Why bonds never move in a straight line (and why you should still buy them)

Jonathan Poyer

2 days ago1 min read

Lilly's $2.8 Billion Bet on Atai Beckley (ATAI): More Than Just Another Acquisition

Lilly's $2.8 Billion Bet on Atai Beckley (ATAI): More Than Just Another Acquisition

Lilly's $2.8 Billion Bet on Atai Beckley (ATAI): More Than Just Another Acquisition

Jonathan Poyer

2 days ago2 min read

Biotech is Booming! Some Context and History Would Be Nice...So Here You Go

Biotech is Booming! Some Context and History Would Be Nice...So Here You Go

Biotech is Booming! Some Context and History Would Be Nice...So Here You Go

Jonathan Poyer

2 days ago2 min read

Intuitive Surgical (ISRG) Beats Quarterly Estimates on Strong Demand for Its da Vinci Systems

Intuitive Surgical (ISRG) Beats Quarterly Estimates on Strong Demand for Its da Vinci Systems

Intuitive Surgical (ISRG) Beats Quarterly Estimates on Strong Demand for Its da Vinci Systems

Jonathan Poyer

Jul 172 min read

Kratos (KTOS) Announces $400M in New Government Funding

Kratos (KTOS) Announces $400M in New Government Funding

Kratos (KTOS) Announces $400M in New Government Funding

Jonathan Poyer

Jul 161 min read

Biotech M&A Cooking - 3 $10B+ Deals Cap and Active Quarter

Biotech M&A Cooking - 3 $10B+ Deals Cap and Active Quarter

Biotech M&A Cooking - 3 $10B+ Deals Cap and Active Quarter

Jonathan Poyer

Jul 141 min read

Housing and Mortgage Backed-Securities - A Mid-Year Review

Housing and Mortgage Backed-Securities - A Mid-Year Review

Housing and Mortgage Backed-Securities - A Mid-Year Review

Jonathan Poyer

Jul 141 min read

GLP-1 Exposures Beyond NVO and LLY.

GLP-1 Exposures Beyond NVO and LLY.

GLP-1 Exposures Beyond NVO and LLY.

Jonathan Poyer

Jul 102 min read

Ondas Holdings (ONDS) Announces Acquisition of DYNZE Technologies for $875M

Ondas Holdings (ONDS) Announces Acquisition of DYNZE Technologies for $875M

Ondas Holdings (ONDS) Announces Acquisition of DYNZE Technologies for $875M

Jonathan Poyer

Jul 81 min read

GSK Acquires Nuvalent (NUVL) for $10.6B. Another Biotech M&A for the Industry

GSK Acquires Nuvalent (NUVL) for $10.6B. Another Biotech M&A for the Industry

GSK Acquires Nuvalent (NUVL) for $10.6B. Another Biotech M&A for the Industry

Jonathan Poyer

Jul 73 min read

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