JARAMA/iStock via Getty Images Back in the middle of October of 2025, I called The Manitowoc Company ( MTW ) a 'buy' candidate. This decision was in spite of the fact that financial metrics for the company had been worsening. Weak market conditions pushed revenue, profits, and cash flows, all lower. Backlog was even declining as orders remained weak. However, I argued that shares of the business w...
JARAMA/iStock via Getty Images Back in the middle of October of 2025, I called The Manitowoc Company ( MTW ) a 'buy' candidate. This decision was in spite of the fact that financial metrics for the company had been worsening. Weak market conditions pushed revenue, profits, and cash flows, all lower. Backlog was even declining as orders remained weak. However, I argued that shares of the business were attractively priced and, that while we could see some weakness in the near term, the future for the business seemed bright. From that time through today, shares have risen 15.2%, comfortably outperforming the negative 3.5% increase that the S&P 500 saw. This is great to see in and of itself. And when you add on top of this the fact that shares look incredibly cheap today, especially in light of expectations that management has for 2026, I would argue that further upside is highly probable. At the end of the day, this leaves me no choice but to reaffirm the company as a very solid 'buy' candidate. The picture is looking up… mostly Operationally, things have been going well for the company when it comes to revenue at least. Take the final quarter of the 2025 fiscal year as an example. During that time, revenue was $677.1 million. That's 13.6% above the $586 million that the company reported a year earlier. This jump came in spite of the fact that management has even acknowledged that macroeconomic conditions have had a negative impact on the company. They specifically pointed out inflation, elevated interest rates, and tariffs. But there are other issues as well such as supply chain, labor, and logistics constraints, that have all impacted its ability to expand. Author - SEC EDGAR Data Some of the greatest growth for the company during this time came from its non-new machines operations. Back in 2021, management launched what it called its CRANES+50 strategy, which was dedicated specifically to growing this side of the business. For those not familiar, this involves selli...
Sundry Photography/iStock Editorial via Getty Images As we move deeper into 2026, the selling pressure continues to build, especially against small and mid-cap growth stocks. The narrative of the "SaaSpocalypse" has continued to decimate software companies, even those that have very little chance of ever being fully disrupted by AI. MongoDB ( MDB ) is one of these stocks. The non-relational databa...
Sundry Photography/iStock Editorial via Getty Images As we move deeper into 2026, the selling pressure continues to build, especially against small and mid-cap growth stocks. The narrative of the "SaaSpocalypse" has continued to decimate software companies, even those that have very little chance of ever being fully disrupted by AI. MongoDB ( MDB ) is one of these stocks. The non-relational database platform has been hit hard thanks to its deceleration in revenue growth and a recent spate of leadership changes that have made investors nervous on the company's growth trajectory. Since the start of the year, shares of MongoDB have lost ~40% of their value, leading us to ask the critical question: is now the right time to buy the dip? Data by YCharts I last wrote a neutral article on MongoDB in December, when the stock was trading around $440 per share. With MongoDB now trading at roughly half of those levels, it's a very appropriate time to take a look at this stock again with fresh eyes. While I certainly do see a lot of execution risk on the horizon, especially with a new sales team at the helm, I think MongoDB's AI-resistant platform and its lower valuation (relative to its historic highs) make it worth betting on, and I'm raising my rating on the stock to a buy. To me, these are the core reasons to be long on MongoDB: Mission-critical, AI-resistant platform. In general, I find the "SaaSpocalypse" narrative to be entirely overblown. It's difficult to imagine that businesses will rip out their smoothly-functioning, professionally built enterprise software systems in favor of self-built AI tools. Even so, it's easier to imagine AI replacing simpler application software (such as software tools to automate marketing campaigns and analyze results). But in an infrastructure software tool like MongoDB that houses unstructured data, there is no route to replacement via AI at all. AI tailwinds. AI is not a headwind for MongoDB, but a tailwind. While the company notes that A...
The news doesn’t stop when markets close. Hosts David Gura, Christina Ruffini and Lisa Mateo bring clarity, context and a bit of humor to the weekend’s biggest headlines, LIVE from New York. Joined by The Atlantic Staff Writer Nancy Youssef, “Can’t Look Away: The Case Against Social Media” Director Matthew O’Neill, Signum Global Advisors Chairman & Founder Charles Myers, Senator Todd Young and Sen...
The news doesn’t stop when markets close. Hosts David Gura, Christina Ruffini and Lisa Mateo bring clarity, context and a bit of humor to the weekend’s biggest headlines, LIVE from New York. Joined by The Atlantic Staff Writer Nancy Youssef, “Can’t Look Away: The Case Against Social Media” Director Matthew O’Neill, Signum Global Advisors Chairman & Founder Charles Myers, Senator Todd Young and Senator Elissa Slotkin, State Representative Emily Gregory, Puck News Reporter Abby Livingston, and Rutgers Eagleton Center for Public Interest Polling Director Ashley Koning. (Source: Bloomberg)
2d illustrations and photos As emerging markets head toward their weakest month in years, some asset managers are moving in the opposite direction and adding to positions. Firms including TT International and AllianceBernstein are buying beaten-down bonds and currencies, betting that central banks will shift toward rate cuts if growth weakens rather than continue tightening policy, Bloomberg News ...
2d illustrations and photos As emerging markets head toward their weakest month in years, some asset managers are moving in the opposite direction and adding to positions. Firms including TT International and AllianceBernstein are buying beaten-down bonds and currencies, betting that central banks will shift toward rate cuts if growth weakens rather than continue tightening policy, Bloomberg News reported Sunday. The view runs counter to broader market sentiment. Emerging-market equities have dropped roughly 10% this month, while bond yields have surged, especially in energy-importing countries. Several currencies have also declined sharply. Possible rate cuts Some investors argue the selloff may be overdone. They expect that while higher oil prices initially fuel inflation, prolonged economic strain could slow demand and push policymakers toward easing. Markets have already started to dial back expectations for interest rate hikes, including from the Federal Reserve. Others remain cautious. MFS Investment Management suggests waiting for volatility to settle, though it sees potential for a recovery later in the year as global investors look to diversify beyond U.S. assets. The recent downturn follows a strong rally earlier in the year that drew significant inflows into emerging-market funds. That momentum reversed after geopolitical tensions escalated, triggering outflows and raising concerns about inflation and currency pressure. For now, the divide is clear. While many investors remain defensive, a smaller group is treating the pullback as a chance to re-enter markets at lower prices, anticipating a rebound once economic conditions stabilize. More on iShares MSCI Emerging Markets ETF, Vanguard Emerging Markets Stock Index Fund ETF, etc. EEM Vs. XCEM: Excluding China Still Pays Off VT: Still The Best Approach To Passive Investing VWOB: Commodity Strength Supports EM Credit Ed Yardeni sticks with “go-global” investment strategy amid geopolitical tensions Emerging-ma...
I'm Sorry, But The Fed Has Run Out Of Road Submitted by QTR's Fringe Finance There is a special kind of denial that only financial markets can sustain. It is the quiet insistence that everything is fine because the S&P is only down about 10%, as if that number alone captures the health of an entire financial system. It is the belief that until equities are in full free fall, nothing truly serious ...
I'm Sorry, But The Fed Has Run Out Of Road Submitted by QTR's Fringe Finance There is a special kind of denial that only financial markets can sustain. It is the quiet insistence that everything is fine because the S&P is only down about 10%, as if that number alone captures the health of an entire financial system. It is the belief that until equities are in full free fall, nothing truly serious can be happening underneath. But as we know, underneath, things are already starting to break. That is the part people are not fully appreciating. If a modest correction is enough to expose fragility in private credit that is already spilling over to counterparties and sectors like real estate , what exactly happens when there is a real downturn, the kind that actually forces price discovery instead of delaying it? It does not stop at private credit. Private credit flows into private equity, which depends on leverage to generate returns. Private equity flows into commercial real estate, which is already dealing with structural problems that have nothing to do with interest rates and everything to do with demand. Commercial real estate flows into regional banks, which hold the debt and rely on valuations that have not fully adjusted. It is a chain reaction waiting for a trigger. We knew this heading into 2026. At the same time, inflation has refused to cooperate with the Federal Reserve’s plan. U.S. CPI is holding at 2.4% year over year as of February 2026, and core inflation is at 2.5%. That is not an emergency level, but it is also not the 2% target the Fed has spent years insisting is non negotiable. Central banking is not about being approximately correct. It is about maintaining credibility, and credibility does not come from saying close enough. So the Fed is staring at a system where financial stress is building and inflation is still above target, as I’ve been writing they would face for years now. That combination removes the easy answers, and all of a sudden the Fe...
(RTTNews) - InSilico Medicine Cayman TopCo (3696.HK) announced that it has entered into a licensing and drug discovery collaboration with Eli Lilly and Company (LLY). The partnership leverages Insilico's advanced AI engine to accelerate the discovery and development of novel ther
(RTTNews) - InSilico Medicine Cayman TopCo (3696.HK) announced that it has entered into a licensing and drug discovery collaboration with Eli Lilly and Company (LLY). The partnership leverages Insilico's advanced AI engine to accelerate the discovery and development of novel ther