Deep Dives
Utilities & Power
- Utilities & Power: Utility Spotlight: Best relative week since peak COVID; EXC when-issued; CPUC; Alsup signs off (loudly)
- Utilities & Power: Fourth quarter preview and earnings tune-up
- Vertical Research Partners Top Picks - 2022 Update
- Vertical Research Partners Top Picks - 2022 Update
Global Aerospace & Defense
- Global Aerospace & Defense: 4Q21 Earnings Preview
- Vertical Research Partners Top Picks - 2022 Update
- Vertical Research Partners Top Picks - 2022 Update
- Global Aerospace & Defense: 2022 ORACLE
Chemicals
- PPG: Trimming Numbers; Six Silver Linings Bode Well for 2Q+
- ECL: Guides Lower for 4Q and 2022
- Chemicals: ESG Report Card 2022; More Money Where the Mouth Is
- AXTA: Not Out of the Woods Yet; Reducing Estimates
Metals & Mining
- AA: Strong Finish, Strong Start, Raising 2022 Estimate - Reaffirm Buy
- Vertical Research Partners Top Picks - 2022 Update
- Vertical Research Partners Top Picks - 2022 Update
- Metals & Mining: Outlook 2022 - Inflationary Transition Supports Metals
Engineering & Infrastructure
- Vertical Research Partners Top Picks - 2022 Update
- Vertical Research Partners Top Picks - 2022 Update
- Engineering & Infrastructure: E&I Insights: Outlook 2022 - Infrastructure Away!
- Engineering & Infrastructure : E&I Insights: Supply Chain Dynamics and Pricing Pressures
Electrical Equipment & Multi-Industry
- EE/MI: Q4 Distributor Survey - Pricing Carries the Day
- DD: Holding Water
- EE/MI: Chart of the Day - December 2021 ABI Up M/M, Workloads Elevated
- EE/MI : Q4 Preview: Demand vs Supply Battle Persists
Transportation & Logistics
- Transportation & Logistics: 2022 Outlook: Stronger for Longer
- Transportation & Logistics: Autonomous Vehicles - Ready or Not, Here They Come
- Transportation & Logistics: Autonomous Vehicles - Ready or Not, Here They Come
- VRP Conference: Supply Chains Throttle Growth Despite Robust Demand