Capital allocation reveals management incentives more clearly than earnings calls ever will. Listen to what management says, but watch what it does with cash. Behavior is harder to fake. Red flags ...

Kinsale Capital (KNSL) shows strong revenue growth, high margins, and liquidity despite weak technicals. Read more macro ...

I have incrementally shifted the Model Allocation Portfolio to a more defensive stance. Here's what investors need to know.

Snowflake Inc. (SNOW), a cloud-based data platform headquartered in Bozeman, Montana, has lost more than 40% of its market value this year amid decelerating growth. The company announced a large ...