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Mazda is a high-leverage inflation peak play due to a safe balance sheet and double discount from the yen and macro situation. Click here to read why Mazda seems to be a buy.
We called it again with the Russia risk in timber markets back in February. Click here to learn more about WOOD ETF and why we like it.
With proximity to the energy crisis, rising rates in Europe may do little for inflation with more of it being supply side. Click to read our analysis of EUFN.
China's commitment to zero-COVID is making it very difficult for businesses to foster a good labor market. See why there are substantial risks in Chinese investment.
Hooker's multiple is low and there are comp tailwinds for the second half of the year. See why I rate HOFT stock as a buy.