Ameriprise Financial

When a company restructures its segment reporting, it's rarely cosmetic. Here's a framework for spotting what's being buried — and what to do about it.

Trimming a winner is harder than buying one. Here's how to separate thesis decay, valuation stretch, and position-size risk — and act on the right one.

A practical framework for reading ISM Manufacturing PMI as an equity signal — which sectors front-run the cycle, which lag, and how to use the 50 line.

Staples and utilities get the 'defensive' label, but the historical record is messier. Here's how each so-called defensive sector actually behaved in past recessions.

SEC rules force companies to name customers above 10% of revenue. Here's how to use that disclosure to size cyclical and single-point-of-failure risk in your holdings.

A practical framework for sum-of-the-parts analysis: how to size a conglomerate discount, separate real mispricings from structural ones, and avoid value traps.