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It's hard to see how consumer spending won't be impacted by higher prices, which is something the market still might not be pricing into equities.
The lingering effects of the pandemic have been hard on smaller biotech and healthcare stocks, but the worm could turn next year.
Acadia is a good sum-of-the-parts story with bad news mostly priced in and potential positive catalysts on the near-term horizon.
Eyenovia and BioDelivery Sciences are their targets.
It's hard to see how retail sales will keep rising next year as a percentage of consumer spending with inflation digging into more wallets.
GrafTech International makes specialized graphite electrodes for electric arc furnaces and it should have pricing power because of its niche business.
Consistent singles and an occasional double with few strikeouts? Sounds good to me.
It could be a few years before construction projects that receive money from the latest federal infrastructure infusion get off the ground.