EquitiesJun 10
Pricing power under steady demand
A set of category leaders continues to defend margin through mix shifts and moderate price. Cash conversion remains high with net leverage trending lower.
Read summaryDecision-ready market insights for confident investing
Stockhaven Insights filters market noise into practical takeaways. Each note highlights the thesis, valuation and quality metrics, and the potential portfolio implications. We focus on measurable signals and transparent assumptions so readers can weigh risk, compare alternatives, and act with discipline. Coverage spans equities, ETFs, and macro indicators with a consistent framework that keeps context clear even when headlines are loud.
Concise. Timely. Useful.
Latest highlights
Request full notesThese brief summaries show our format: the core idea, what matters in the numbers, and how a portfolio could respond. We avoid predictions and focus on probability ranges, cash flow durability, balance sheet strength, and factor exposures. For each idea we note the catalysts that could change the view and provide a simple checklist for implementation. Full notes include data tables, risk bands, and history through stress periods.
ETFsJun 7
Quality tilt that complements core beta
Screened ETF reduces cyclicality without giving up participation. Fees remain competitive and historical stress behavior pairs well with broad market exposure.
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MacroJun 3
Inflation cools while labor stays firm
Latest prints point to easing price pressure with stable employment. We maintain a balanced stance and prefer diversified equity with quality bias.
Read summaryMethodology
Switch tabs to see how we evaluate opportunities and risks across categories. Our approach looks at cash generation, balance sheet quality, pricing power, factor mix, and behavior in stress periods. We aim for clarity and repeatability so each note can be compared across time and sectors.
Business quality and valuation in context
We start with cash flow consistency, return on invested capital, pricing power, and balance sheet resilience. Valuation is considered through free cash flow yield and realistic growth ranges. Notes highlight risks that could change the view and outline what to watch next.
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Readers tell us the format saves time without losing substance. Instead of sorting through long reports, the thesis and numbers that matter appear up front. Implementation guides map signals to clear actions, and risk notes show what could go wrong so expectations stay grounded. All of this supports calmer decision making and steadier portfolios.
The notes are rigorous yet short enough to brief a client in minutes.
Advisor, Illinois
I use the checklists during rebalance windows to keep changes clean and tracked.
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Investing involves risk, including loss of principal. Past performance does not guarantee future results. Stockhaven Capital LLC does not provide personalized financial advice on this website.