Letters by company

JDS Uniphase Corp

1 letter discussing JDSU. Everything written about it on this site is on its ticker page.

Lansing Street Advisors Q2 2024 Letter – Sweet Emotion U.S. equities are argued to remain supported by resilient technology earnings and the economics of American creative destruction, despite geopolitical conflict, high rates and recession signals. Lansing Street Advisors rejects direct comparisons with the dot-com bubble and argues that rate cuts could ease pressure on government borrowing, commercial real estate, housing and private equity. Q2 2024 —