Research notes
Educational articles on markets, filings and the macro backdrop.
Risk-on · Supportive. 24 Buy / 128 Hold / 30 Sell across 182 names. Top conviction: INTU.
Risk-on · Supportive. 23 Buy / 129 Hold / 30 Sell across 182 names. Top conviction: INTU.
Risk-on · Supportive. 24 Buy / 131 Hold / 27 Sell across 182 names. Top conviction: INTU.
Risk-on · Supportive. 24 Buy / 132 Hold / 26 Sell across 182 names. Top conviction: INTU.
Risk-on · Supportive. 24 Buy / 133 Hold / 25 Sell across 182 names. Top conviction: INTU.
Risk-on · Supportive. 26 Buy / 130 Hold / 26 Sell across 182 names. Top conviction: INTU.
Risk-on · Supportive. 24 Buy / 127 Hold / 31 Sell across 182 names. Top conviction: INTU.
Risk-on · Supportive. 27 Buy / 123 Hold / 32 Sell across 182 names. Top conviction: INTU.
Risk-on · Supportive. 25 Buy / 125 Hold / 32 Sell across 182 names. Top conviction: NEM.
Risk-on · Supportive. 25 Buy / 129 Hold / 28 Sell across 182 names. Top conviction: INTU.
Risk-on · Supportive. 24 Buy / 129 Hold / 29 Sell across 182 names. Top conviction: INTU.
Risk-on · Supportive. 26 Buy / 128 Hold / 28 Sell across 182 names. Top conviction: INTU.
Risk-on · Supportive. 26 Buy / 126 Hold / 30 Sell across 182 names. Top conviction: NEM.
Risk-on · Supportive. 27 Buy / 125 Hold / 30 Sell across 182 names. Top conviction: INTU.
Risk-on · Supportive. 28 Buy / 125 Hold / 29 Sell across 182 names. Top conviction: INTU.
Risk-on · Supportive. 28 Buy / 123 Hold / 31 Sell across 182 names. Top conviction: INTU.
Risk-on · Supportive. 24 Buy / 127 Hold / 31 Sell across 182 names. Top conviction: INTU.
Risk-on · Supportive. 24 Buy / 127 Hold / 31 Sell across 182 names. Top conviction: INTU.
Risk-on · Supportive. 25 Buy / 126 Hold / 31 Sell across 182 names. Top conviction: INTU.
Risk-on · Supportive. 26 Buy / 125 Hold / 31 Sell across 182 names. Top conviction: INTU.
Risk-on · Supportive. 27 Buy / 127 Hold / 28 Sell across 182 names. Top conviction: CF.
Risk-on · Supportive. 30 Buy / 124 Hold / 28 Sell across 182 names. Top conviction: INTU.
Risk-on · Supportive. 26 Buy / 128 Hold / 28 Sell across 182 names. Top conviction: INTU.
Risk-on · Supportive. 24 Buy / 130 Hold / 28 Sell across 182 names. Top conviction: CF.
Risk-on · Supportive. 24 Buy / 130 Hold / 28 Sell across 182 names. Top conviction: CF.
Risk-on · Supportive. 26 Buy / 127 Hold / 29 Sell across 182 names. Top conviction: CF.
Risk-on · Supportive. 26 Buy / 127 Hold / 29 Sell across 182 names. Top conviction: ALL.
Risk-on · Supportive. 28 Buy / 123 Hold / 31 Sell across 182 names. Top conviction: ALL.
Risk-on · Supportive. 29 Buy / 123 Hold / 30 Sell across 182 names. Top conviction: META.
Risk-on · Supportive. 28 Buy / 118 Hold / 36 Sell across 182 names. Top conviction: ALL.
Risk-on · Supportive. 30 Buy / 118 Hold / 34 Sell across 182 names. Top conviction: ALL.
Risk-on · Supportive. 29 Buy / 119 Hold / 34 Sell across 182 names. Top conviction: ALL.
Risk-on · Supportive. 28 Buy / 119 Hold / 34 Sell across 181 names. Top conviction: ALL.
Risk-on · Supportive. 30 Buy / 124 Hold / 27 Sell across 181 names. Top conviction: ALL.
Risk-on · Supportive. 27 Buy / 120 Hold / 34 Sell across 181 names. Top conviction: ALL.
Risk-on · Supportive. 27 Buy / 124 Hold / 30 Sell across 181 names. Top conviction: CF.
Risk-on · Supportive. 24 Buy / 126 Hold / 31 Sell across 181 names. Top conviction: CF.
Risk-on · Supportive. 23 Buy / 128 Hold / 30 Sell across 181 names. Top conviction: META.
Risk-on · Supportive. 23 Buy / 128 Hold / 30 Sell across 181 names. Top conviction: CF.
Risk-on · Supportive. 24 Buy / 126 Hold / 31 Sell across 181 names. Top conviction: CF.
Risk-on · Supportive. 22 Buy / 127 Hold / 32 Sell across 181 names. Top conviction: ALL.
Risk-on · Supportive. 24 Buy / 124 Hold / 33 Sell across 181 names. Top conviction: CF.
Risk-on · Supportive. 22 Buy / 128 Hold / 31 Sell across 181 names. Top conviction: ALL.
Risk-on · Supportive. 18 Buy / 135 Hold / 28 Sell across 181 names. Top conviction: SCHW.
Risk-on · Supportive. 6 Buy / 132 Hold / 43 Sell across 181 names. Top conviction: NKE.
Risk-on · Supportive. 2 Buy / 53 Hold / 25 Sell across 80 names. Top conviction: ABNB.
Risk-on · Supportive. 3 Buy / 8 Hold / 1 Sell across 12 names. Top conviction: JPM.
The annual 10-K hides some of the most consequential signals in investing. Here are the red flags FilingSight surfaces automatically — and why they matter.
A look under the hood: how we turn raw XBRL filings into structured analyst output without a single API key.
The 10-year minus 2-year Treasury spread has preceded every U.S. recession since 1976. Here's how we read it.
Quarterly 13F-HR filings reveal what the world's largest money managers hold. Here's how FilingSight surfaces them per company.