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Research

Level Set: This Is Not the End of US Exceptionalism, There’s No Weakening Dollar Playbook, and Banks Don’t Work in Down Markets

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Adam S. Parker, Ph.D. April 20, 2025

Earnings And The Penalty For Missing

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Adam S. Parker, Ph.D. April 16, 2025

Valuation – Now and When It Matters

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Adam S. Parker, Ph.D. April 14, 2025

Level Set — Which Plague Is This? Our Top 5 Long and Short Ideas Now

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Adam S. Parker, Ph.D. April 13, 2025

VIDEO – Level Set: Literally, Just That – Let's Level Set

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Adam S. Parker, Ph.D. April 7, 2025

Level Set: Literally, Just That – Let’s Level Set

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Adam S. Parker, Ph.D. April 6, 2025

VIDEO – Inventory And Capital Spending Might Be The Keys

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Adam S. Parker, Ph.D. April 2, 2025

What Really Happened In Q1 2025

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Adam S. Parker, Ph.D. April 2, 2025

Inventory And Capital Spending Might Be The Keys

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Adam S. Parker, Ph.D. March 31, 2025

Level Set — A Disconnect and An Opportunity

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Adam S. Parker, Ph.D. March 30, 2025
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