Markets look strong right up until the risks hiding beneath the surface become impossible to ignore.

Right now, the warning signs are flashing bright red.

Investors need to look beyond headlines and day-to-day stock price moves.

The real story is buried deeper: in deteriorating cash flows covered by manipulated earnings, tightening liquidity, and matched with frothy stock valuations.

Those disconnects create risk. They also create opportunity.

Our research uncovers both. We dig through the footnotes to get true earnings and quantify the expectations embedded in stock prices to identify where the market may be overlooking real value.

That work is especially important when cracks begin appearing in the market’s main driving narrative.

Read our latest research below to see where we’re finding opportunities, uncovering hidden risks, and separating economic reality from market hype.

Long Idea:

Demographic trends create an opportunity for providers with the capacity, scale, and expertise to profit from growing demand. Yet, investors are valuing this company as if this opportunity doesn’t exist.

The New Constructs Most Wanted List: Worst AI Earnings Manipulators:

We’re here to warn of a new risk that these companies and their Wall Street bankers hope investors never notice. This new risk is major earnings manipulation by AI companies, and you can get all the details here. Read a free abridged version of the report here. 

Special Webinar: Sounding the Alarm – The AI Trade is Breaking:

See the math behind the AI trade, the warning signs we’re watching, and why we believe liquidity could ultimately be the issue that brings the biggest risks to the surface. Watch the replay here.

Model Portfolio Updates:

We updated our Safest Dividend Yields Model Portfolio.

Danger Zone Podcast:

Senior Investment Analyst Kyle Guske II joined Chuck Jaffe to discuss the most wanted earnings manipulators in the Danger Zone.

We hope you had a great week!

See a preview of upcoming research below.

Upcoming Research