
Riverwater Partners Q2 2026 Small Cap Macro Letter
Ole_CNX/iStock via Getty Images Laying the Tracks: Capital, Infrastructure, and the Small Cap Opportunity Inside the AI Buildout On May…

Ole_CNX/iStock via Getty Images Laying the Tracks: Capital, Infrastructure, and the Small Cap Opportunity Inside the AI Buildout On May…

June final CPI +3.2% vs +3.2% y/y prelim Prior +3.2% June final HICP +3.6% vs +3.6% y/y prelim Prior +3.6%…

Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure SEC Climate Disclosure Reversal Shows Atkins Is…

Gap: Cheap And Well-Run, But The Catalyst Is Missing

There are just a couple of expiries to take note of on the day, as highlighted in bold below. The…

Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure Coinbase Base Mainnet Reminder Shows How Fast…

The US inflation pulse stole the spotlight yesterday, as the June CPI report came in softer than anticipated. In case…
Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure ERCOT Grid Rules Add A New Infrastructure…

Equity Outlook Q3 2026: Broadening Earnings Growth Meets Elevated Volatility

Summary: Trump told Fox News strikes on Iran will continue until he deems it enough, confirmed the US held talks…
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