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27 February 2026
Fireworks of Metal
This is a train that AlphaValue boarded timely: metals at large have been on fire, courtesy of …
13 February 2026
Speculative Thoughts Behind A €22bn Provision
Obviously such speculative question marks are not Stellantis specific.
06 February 2026
A Jolly Nasty Mess Is Unfolding
We never expected our list of European stocks sold on AI fears to go down this fast. It seems to rhy...
30 January 2026
AI European Dividing Line
If those bashed businesses keep to their growth convictions in their 2026 outlook, maybe the pressu...
23 January 2026
Inventories Look Up
What are rising inventories telling us? And who needs bigger inventories?
16 January 2026
Time To Book Defence Profits?
If one is not inclined to cut a bit of each A&D holding, and is intent on retaining all-weather Airb...
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