Apr 3, 2026
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8 min read
Tax rules, futures pricing, and stock-lending frictions.
Apr 2, 2026
7 min read
AI growth story is accelerating and the valuation still looks modest.
Mar 31, 2026
Fragmented trading, dealer balance sheets, and the price of immediacy.
Mar 28, 2026
How options, borrow, and dealer inventory turn a report into forced selling.
Mar 27, 2026
Appraisals, stale marks, and the sudden need for cash.
Mar 26, 2026
The recent selloff has made Flexsteel’s valuation harder to pass up.
Mar 24, 2026
When-issued trading, settlement timing, and balance-sheet capacity.
Mar 21, 2026
Risk budgets that shrink exactly when prices get noisy.
Mar 20, 2026
A compelling turnaround already in motion.
