Equities - Solomon Grey Capital (Page 2)

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Research

Dimon's $20 Billion Patience: Why JPMorgan's M&A Signal Is About the Capital Stack, Not the Deal Pipeline

Markets read Jamie Dimon's Bernstein conference signal as a deal warning. The substance was the opposite — a CEO disciplining his C-suite into holding capital b

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Research

Citi's Six-Stock SMid Biotech Note: Why the Buy-Buy-Buy-Buy-Buy-Neutral Pattern Is the Sector Inflection

Citi initiated coverage on six SMid biotechs last Monday. Five Buys. One Neutral. The pattern, not the targets, is the sector call long-only generalists missed.

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Research

Decker and Ellison's Same Sentence: Why Big-Box Housing Is Structurally Adjusting, Not Cyclically Bottoming

Home Depot and Lowe's both delivered modest comps and reaffirmed guidance this week. The signal is not relief — it is two CEOs describing the same structural ho

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Research

Abel's First Print: Why Berkshire's Buyback Says More Than Its AI Restraint

Q1 operating earnings up 18%. Cash at a record $397 billion. The first buyback in two years. The post-Buffett discount is real and, on the May data, mispriced.