Insightful Analysis on Economics, Markets & Global Affairs

Goodyear's turnaround plan needed more time after key targets went unmet, and the company's debt load is the reason the math stays so hard.

Activist investor Ancora offered $1.2 billion for H.B. Fuller's building adhesives unit. The board said no. Now the pressure campaign may intensify.

Bruker's superconductor unit is growing fast on fusion contracts, but a $134.9 million write-down clouds a stock that needs both stories to work.

Clear Secure just posted its best profit margins ever, then quietly told investors to expect meaningfully slower growth next quarter.

Five Below posted its fifth straight quarter of double-digit sales growth by overhauling how it stocks shelves and keeps shoppers coming back.

Southwest Gas expanded its Great Basin pipeline project by $600M to $2.3B. Here's what that bet means for energy costs and reliability in the West.

DA Davidson sees 43% upside in Everus Construction after its $295M Epsilon deal, but the company's bet on data centers carries real concentration risk.

Brad Jacobs has turned QXO into North America's biggest insulation distributor in under two years. The price tag is real, and so is the dilution.