United Rentals

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.

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.

Restructuring charges are supposed to be non-recurring. When they recur year after year, they stop being noise and start telling you something important about the business.

A non-accountant's walkthrough of the cash flow statement — what each line means, which ones lie, and how to spot earnings quality issues fast.

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.

Most coverage of the Fed treats rates as the story. For stock pickers, the dot plot and statement language are inputs into earnings models. Here's how to use them.