Money

Mayville Engineering Company: A Strong Long-Term Investment for the Future

Riverwater Partners' Micro Opportunities Strategy has spotlighted Mayville Engineering Company (MEC) as a significant long-term investment, despite the broader market's recent volatility. The strategy's third-quarter 2025 investor letter noted that while the overall market saw strong rallies, their focus on quality companies like MEC underscores a commitment to enduring value. MEC, a metal fabrication leader involved in design, production, and assembly of aftermarket components, has demonstrated notable financial resilience, with its shares gaining 12.31% over the past 52 weeks and a one-month return of 21.67%, closing at $18.25 per share with a market capitalization of $370.81 million.

Despite some short-term hurdles, including reduced customer demand in certain sectors, Riverwater Partners remains optimistic about MEC's future, particularly its strategic alignment with the increasing trend of manufacturing reshoring to the United States. This trend positions MEC favorably for sustained growth, emphasizing its importance in domestic industrial resurgence. In Q3 2025, MEC's total sales rose by 6.6% year-over-year to $144.3 million, showcasing its operational strength even amidst challenging market conditions. However, it's worth noting that MEC is not among the top 30 most popular stocks favored by hedge funds, with only seven hedge funds holding its shares in the third quarter, down from eleven in the previous quarter.

Ultimately, while Mayville Engineering Company presents a solid investment case based on its fundamental strengths and strategic market positioning, investors are encouraged to explore diverse options. For those seeking ventures with potentially higher upside and lower risk, particularly within the booming AI sector, it might be beneficial to consider other opportunities. This strategic diversification ensures a well-rounded portfolio capable of capitalizing on various market dynamics and emerging industry trends, aligning with a forward-thinking investment approach that seeks both stability and significant growth.

In the dynamic landscape of global markets, identifying companies with intrinsic value and strategic foresight is crucial. Mayville Engineering Company's robust performance and its pivotal role in the reshoring movement exemplify how businesses can thrive by adapting to economic shifts and contributing to national industrial growth. Such investments not only promise financial returns but also support broader economic resilience and innovation, fostering a positive outlook for the future.

GOP Megadonor Ken Griffin on Tariffs, Inflation, and Trump's Economic Policies

Citadel CEO Ken Griffin recently offered a critical perspective on the current economic landscape, asserting that persistent inflation is largely a consequence of former President Donald Trump's trade protectionism and stringent immigration measures. While recognizing that deregulation could provide a long-term remedy by boosting productivity, Griffin emphasized the immediate inflationary impact of tariffs and the tightening labor market due to immigration policies. This analysis arrives as Democrats reframe the inflation debate around 'affordability,' a move that appears to resonate with the public and pressure Republican strategists to find viable solutions.

Griffin's remarks, delivered at the prestigious Conference de Paris, underscore a significant divergence of opinion regarding the causes and cures for economic instability. He suggested that while the benefits of deregulation might eventually materialize, their delayed effect creates a 'timing issue' that complicates immediate economic relief. The intricate relationship between presidential policies and economic indicators continues to be a central theme in political discourse, with both parties grappling to control the narrative and present effective strategies.

This isn't the first instance of Griffin publicly clashing with Trump over economic matters. Previously, Griffin voiced concerns about Trump's attempts to influence the Federal Reserve, arguing that such interference could compromise the institution's autonomy and erode confidence in the U.S. economy. Trump, however, has consistently dismissed these criticisms, prioritizing his efforts to address what he perceives as inefficiencies over maintaining the Fed's traditional independence.

The broader economic context further illuminates the complexities at play. Recent data indicates a narrowing U.S. trade deficit and a rise in job openings, despite a slowdown in overall hiring. Simultaneously, core inflation metrics, as monitored by the Federal Reserve, show a slight cooling. These mixed signals contribute to the ongoing debate about the most effective economic policies, particularly as figures like ARK Invest CEO Cathie Wood predict a future where AI-driven productivity gains could lead to near-zero inflation and robust GDP growth, regardless of specific political administrations.

Griffin's insights highlight the intricate interplay between political decisions, global trade, and domestic economic health. His observations on the inflationary pressures stemming from past policies and the potential, albeit delayed, relief from deregulation provide a nuanced understanding of the challenges facing policymakers. As the nation approaches future elections, these economic discussions will undoubtedly remain at the forefront, influencing both public perception and political strategies.

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Upcoming Corporate Earnings Reports for December 17, 2025

On December 17, 2025, a significant number of publicly traded companies are poised to unveil their latest financial performance, an event eagerly watched by investors and market analysts alike. These disclosures, which include both earnings per share and revenue figures, provide critical insights into the health and future prospects of these corporations. The announcements are staggered throughout the day, with some companies reporting before the market opens and others after closing bells, impacting trading strategies and market sentiment.

Detailed Corporate Earnings Schedule for December 17, 2025

The financial markets are bracing for a busy day on December 17, 2025, as a roster of companies prepares to release their quarterly earnings. Before the market's opening, several notable entities are scheduled to provide their financial updates. Among them, 111 Inc. (NASDAQ:YI) is expected to reveal its third-quarter performance. Following closely, Jabil Inc. (NYSE:JBL) anticipates reporting earnings per share of $2.55 on a substantial revenue of $8.06 billion. Concurrently, General Mills Inc. (NYSE:GIS) is projected to announce quarterly earnings of $1.02 per share, with an estimated revenue of $4.78 billion. ABM Industries Inc. (NYSE:ABM) is also on the docket, with an estimated earnings per share of $1.09 on revenue nearing $2.27 billion. Other companies reporting prior to trading include Veru Inc. (NASDAQ:VERU) for its fourth quarter, Optex Systems Holdings Inc. (NASDAQ:OPXS) also for its fourth quarter, and Spire Global Inc. (NYSE:SPIR), which is forecasting a quarterly loss of $0.37 per share on revenue of approximately $21.17 million. Rounding out the morning reports is The Toro Co. (NYSE:TTC), expected to deliver quarterly earnings of $0.87 per share alongside revenue of $1.04 billion.

As the trading day concludes, another wave of companies will step into the financial spotlight. Worthington Steel Inc. (NYSE:WS) is set to report quarterly earnings of $0.43 per share, with revenue anticipated around $794.25 million. Semiconductor giant Micron Technology Inc. (NASDAQ:MU) will likely attract significant attention, with estimated quarterly earnings of $3.82 per share and a projected revenue of $12.81 billion. Gloo Holdings Inc. (NASDAQ:GLOO) is expected to post a quarterly loss of $4.76 per share on revenue of $24.40 million. Additionally, Enerpac Tool Group Corp. (NYSE:EPAC) is slated to report quarterly earnings of $0.37 per share, with revenue of about $146.66 million. GEE Group Inc. (AMEX:JOB) is also expected to release its fourth-quarter earnings, and MillerKnoll Inc. (NASDAQ:MLKN) will conclude the day's reports with an estimated earnings per share of $0.40 on revenue of $942.46 million.

The scheduled release of these earnings reports serves as a vital barometer for market participants, influencing trading decisions and shaping the financial landscape. Investors should closely monitor these announcements, as they often contain critical information that can lead to significant shifts in stock valuations and overall market trends. Understanding the context of these reports within broader economic conditions is crucial for making informed investment choices.

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