Trade Idea Central, February 8th

Pentagon stalls 165 wind projects, costing billions. Energy sector faces policy risks.

PLTR's 85% revenue surge & raised guidance vs. NVDA's lower P/E. Is PLTR's valuation too high?

BALY faces sales & returns issues at 11.1x EV/EBITDA. AAPL at 29.9x P/E & KMI at 22.3x P/E show mixed growth vs. cash flow.

POWI's 57.9x P/E and FTI's 24.5x P/E mask sales declines, while FBP's 1.8x P/B shows strong net interest margin.

CARY ETF yields 5.98% income, but its 1-yr return lags S&P 500. IFC Advisors bets $62M on its structured credit focus.

Bank of Canada's Macklem backs Fed independence ahead of Powell departure Canada's top central banker is telling markets not to panic about who runs the Fed next.

Bank of Canada's Macklem backs Fed independence ahead of Powell departure Canada's top central banker is telling markets not to panic about who runs the Fed next.