FA Alpha Weekly Digest - 09 26 2022

Wall Street’s stock picks can’t be trusted and the advertising bias of the mainstream financial media makes their news only sensationalist-driven. In this week's digest, you'll discover what an actual recession is and the unforeseen potential in several companies.?

We bring you the FA Alpha Weekly Digest, a roundup of FA Alpha’s unique and unparalleled equity, credit, and macroeconomic insights over the past week.

In today’s digest, we featured the difference between an earnings recession and an actual recession, Unity’s (U) and ironSource’s (IS) partnership, Victoria’s Secret (VSCO), Cummins (CMI), and GreenTree Asset Management.

The effects of inflation and the Fed are now showing up in earnings

Big banks have been discussing that the markets are headed to an “earnings recession” as weaknesses become more evident in overall corporate earnings. Are we really headed to an actual recession or the markets are only headed to an earnings recession?

Mobile advertising has a new titan with this key merger

With Unity (U) and IronSource’ (IS) partnership, the mobile advertising industry has a new titan. Take a deeper look into what makes this decision pivotal for the industry and if this merger will truly make the companies a force to be reckoned with.

Rating agencies imply a bankruptcy risk to one of the biggest lingerie brands in the world

As a leading lingerie company, Victoria’s Secret is widely known for years across the globe and is on its path to recovery, but credit agencies don’t seem to see the whole picture. Take a deeper look into?Victoria Secret’s true profitability and find out what truly are the company’s risks.

Storms are knocking out infrastructure, but this company might have a solution

Extreme weather conditions have given opportunity to companies like Cummins (CMI) as the country needs more generators and truck engines in developing infrastructure. However, as-reported metrics fail to see this. Find out Cummins’ true underlying potential through the lens of Uniform Accounting.

This investing master shows why looking at credit is vital to understanding equities

Steven Tananbaum understood and applied into his own portfolio the most important analysis in investing—understanding both credit and equity.. Dive into how he has been performing in these difficult times and what key learnings we can glean from it.

We hope you find this week’s FA Alpha Daily articles insightful.

See you next Monday as we continue talking about how the U.S. will win the next war and another set of interesting subjects.

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