Welcome to
Viale View

What We Cover

Aerospace & Defense

Industry Analysis

Regulatory Shifts

Market Trends

Energy and Oil

Renewable Transistion

Market Dynamics

Company Perfromance

Macroeconomics

Global Economic Trends

Foreign Exchange

Policy Impacts

Retail Stock Valuations

Market Trends and Consumer Behavior: Analysis of trends in consumer spending, e-commerce growth, and retail performance to gauge stock potential.

Company Valuations: In-depth valuation of major retail stocks, examining revenue, growth potential, and competitive positioning within the sector.

Macro economics

Macro Economics

Market & Economic Snapshot - As of Fall 2025

Recalibration, Not Retreat The Economy The Federal Reserve continues to walk a fine line, balancing between unemployment ranging from 4.0%-4.2% and 2% YOY inflationary trends. Unemployment has hovered close to the policy goal range from January to September at 4.0%- 4.3%. On the contrary, YOY inflationary trends have shown stubbornness in their alignment with the 2% Fed marker, receding from 2.99% YOY Core PCE in December ‘24 to 2.61% in May ‘25, only to regain upward moment

De-Westernization, De-Dollarization and a New World Order– BRICS

The coalition of BRICS countries has now grown to ten members strong with the introduction of Egypt, Ethiopia, Iran, and the UAE in 2024,...

The Monetary Trilemma: Fixed Exchange Rate, Free Capital Flow, or Independent Monetary Policy?

The Trilemma The Monetary Trilemma, also known as The Unholy Trinity, and the Impossible Trinity, is an economic principle first...

Energy and Oil

Sector ETF Performance Evaluations – Across Volatility, Timing Abilities, and Alpha

*ETF Prices ranging from March 2015 to April 2025. This study will evaluate the performance factors of several key sector based ETFs,...

Diamondback Energy’s acquisition of Double Eagle IV Midco LLC Subsidiaries

A recent deal which I have been following is Diamondback Energy’s partial subsidiary and asset-based acquisition of Double Eagle IV Midco...

ConocoPhillips and Marathon Oil: Finalizing the Strategic Play for U.S Energy Dominance

On May 29th, 2024, the acquisition of Marathon Oil by ConocoPhillips was announced in a $22.5 B all-stock transaction, inclusive of $5.4...

Aerospace and defense

Aerospace & Defense

Sector ETF Performance Evaluations – Across Volatility, Timing Abilities, and Alpha

*ETF Prices ranging from March 2015 to April 2025. This study will evaluate the performance factors of several key sector based ETFs,...

Modeling Raytheon’s Cost of Capital: Insights into WACC's Sensitivity given Market Behavior

(Abnormal MRP): Understanding Raytheon's Cost of Capital and WACC Investors modeling Raytheon's current Weighted Average Cost of Capital...

Retail Stock Valuations

Valuations

Sector ETF Performance Evaluations – Across Volatility, Timing Abilities, and Alpha

*ETF Prices ranging from March 2015 to April 2025. This study will evaluate the performance factors of several key sector based ETFs,...

Diamondback Energy’s acquisition of Double Eagle IV Midco LLC Subsidiaries

A recent deal which I have been following is Diamondback Energy’s partial subsidiary and asset-based acquisition of Double Eagle IV Midco...

Modeling Raytheon’s Cost of Capital: Insights into WACC's Sensitivity given Market Behavior

(Abnormal MRP): Understanding Raytheon's Cost of Capital and WACC Investors modeling Raytheon's current Weighted Average Cost of Capital...

Viale View

Welcome to
Viale View

What We Cover

Aerospace & Defense

Energy and Oil

Macroeconomics

Retail Stock Valuations

Recent Articles

Macro Economics

Market & Economic Snapshot - As of Fall 2025

De-Westernization, De-Dollarization and a New World Order– BRICS

The Monetary Trilemma: Fixed Exchange Rate, Free Capital Flow, or Independent Monetary Policy?

Recent Articles

Energy and Oil

Sector ETF Performance Evaluations – Across Volatility, Timing Abilities, and Alpha

Diamondback Energy’s acquisition of Double Eagle IV Midco LLC Subsidiaries

ConocoPhillips and Marathon Oil: Finalizing the Strategic Play for U.S Energy Dominance

Recent Articles

Aerospace & Defense

Sector ETF Performance Evaluations – Across Volatility, Timing Abilities, and Alpha

Modeling Raytheon’s Cost of Capital: Insights into WACC's Sensitivity given Market Behavior

Recent Articles

Valuations

Sector ETF Performance Evaluations – Across Volatility, Timing Abilities, and Alpha

Diamondback Energy’s acquisition of Double Eagle IV Midco LLC Subsidiaries

Modeling Raytheon’s Cost of Capital: Insights into WACC's Sensitivity given Market Behavior

Viale View

Welcome to Viale View

What We Cover

Aerospace & Defense

Energy and Oil

Macroeconomics

Retail Stock Valuations

Recent Articles

Macro Economics

Market & Economic Snapshot - As of Fall 2025

De-Westernization, De-Dollarization and a New World Order– BRICS

The Monetary Trilemma: Fixed Exchange Rate, Free Capital Flow, or Independent Monetary Policy?

Recent Articles

Energy and Oil

Sector ETF Performance Evaluations – Across Volatility, Timing Abilities, and Alpha

Diamondback Energy’s acquisition of Double Eagle IV Midco LLC Subsidiaries

ConocoPhillips and Marathon Oil: Finalizing the Strategic Play for U.S Energy Dominance

Recent Articles

Aerospace & Defense

Sector ETF Performance Evaluations – Across Volatility, Timing Abilities, and Alpha

Modeling Raytheon’s Cost of Capital: Insights into WACC's Sensitivity given Market Behavior

Recent Articles

Valuations

Sector ETF Performance Evaluations – Across Volatility, Timing Abilities, and Alpha

Diamondback Energy’s acquisition of Double Eagle IV Midco LLC Subsidiaries

Modeling Raytheon’s Cost of Capital: Insights into WACC's Sensitivity given Market Behavior

Welcome to
Viale View