Sitemap - 2025 - Countervail Capital

An Ecology of Markets

Changing of The Guard

An Event-Driven Take on the AI Capex Bonanza

In Defense of Defensives

Pitch: Bausch Health (NYSE:BHC)

Pitch: ACCO Brands Corporation (NYSE:ACCO)

A Blueprint for Cyclicals

Pitch: PriceSmart, Inc. (NasdaqGS:PSMT)

Pitch: Kohl's Corporation (NYSE:KSS)

Only Mostly Dead

The Great Immoderation

Lobbying, Regulation, and Equity Returns

Playing Defense with Capital Allocation

Trade, Tariffs, and the USD Convenience Yield

Navigating the AI Bubble

Small Value Needs an Active Spin

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