Dell Technologies

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.

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.

A framework for tracking CEO tone quarter over quarter — how to spot real cautious-to-bullish pivots, and what those language shifts have historically signaled for the stock.

When crude rallies or breaks, the obvious trades are usually wrong. A framework for tracing oil's real winners, losers, and the names that only look exposed.