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Spotlight Linde: Enabling the Transition to Clean Energy May 26, 2022

By Knowledge Leaders Team in Knowledge Leaders

Linde is the largest industrial gas company worldwide and an innovator in the highly engineered technologies used to deliver gas to customers. With a mission to enable the transition to clean energy, Linde completed its merger with Praxis in 2018, and today supplies oxygen to…

An Inflection Point in the Labor Market? May 26, 2022

By Steven Vannelli, CFA in Economy, News

As everyone knows, the labor market has been quite strong, with expectations for the unemployment rate to fall further next week. Much has been made of the relationship between job openings and unemployed people that are in the labor force. The ratio of job openings…

Inflation, Growth, China and Financial Markets May 19, 2022

By Steven Vannelli, CFA in Economy, Markets

All year inflation has been the narrative driving markets. Since December 2021, once the Bloomberg Commodity Index (BCOM) took off, rates have risen in tandem. But, interestingly enough the BCOM has been flat since peaking on March 8, 2022. Every day we seem to be…

Spotlight Kforce: Creating the Workplace of the Future May 19, 2022

By Knowledge Leaders Team in Knowledge Leaders

Kforce is a professional staffing and technology firm headquartered in Tampa, Florida. Each year this Knowledge Leader provides more than 30,000 opportunities to professionals who work for 3,000 clients, including a significant majority of the Fortune 500. Founded in 1962, this firm’s intellectual property is…

Spotlight Dover Corporation: Engineering Digital Industrial Production May 18, 2022

By Knowledge Leaders Team in Knowledge Leaders

Dover Corporation is a diversified holding company serving more than 200 product categories in the industrial, energy and manufacturing industries. The company was founded in 1955 when a New York stockbroker brought together four companies in the pump and elevator business. This Knowledge Leader was…

Spotlight Simply Good Foods: Tastemaking for a “Snackier” Consumer May 13, 2022

By Knowledge Leaders Team in Knowledge Leaders

Simply Good Foods makes protein bars, nutrition shakes and snacks sold under two brands popular with people following low-carb and low-sugar lifestyles—Atkins and Quest. Based in Denver, Colorado, this Knowledge Leader has bold ambitions, aiming to drive nutritious snacking trends by continually offering new convenient…

Crash Watch May 12, 2022

By Steven Vannelli, CFA in Markets

The template of 1929 and 1987 is coming into focus in recent trading days. Let’s start with the 1929 crash. The Dow Jones Industrial Average began the week of October 5 with a slight gain, and then the rest of the week (October 6-9) were…

The Chinese Devaluation Continues May 11, 2022

By Steven Vannelli, CFA in Economy, Markets

Just today, as US inflation came in a touch hotter than expected, the Chinese Yuan is pulling lower, testing the lows of May 9, 2022. The five-day rate of change is fairly extreme by anything we’ve seen over the last few years. The last time…

Spotlight Tractor Supply: A Passion for Rural Life “Out Here” May 06, 2022

By Knowledge Leaders Team in Knowledge Leaders

Tractor Supply Company is the largest rural lifestyle retailer in the US, offering a range of products for home, land, pets, and animals—everything except tractors. With more than 2,000 Tractor Supply stores in 49 states and digital and mobile apps for anytime, anywhere access, the…

Thoughts on Fed Meeting and Rest of Year May 04, 2022

By Steven Vannelli, CFA in Economy, Markets, News

Today the Federal Open Market Committee raised the fed funds rate (upper bound) to 1% from 50bps. The most surprising element of the press conference was the Chairman dismissing that the committee is not “actively” considering a 75bps hike right now. This sent algos into…

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