October Payrolls: As Strong as the Headline Suggests?
The U.S. Bureau of Labor Statistics reported that nonfarm payroll employment rose by 165,000 in October, three times higher than market expectations of about 60,000.…
Read analysis →Company analysis. Market perspectives.
Lark Research is an independent investment research provider founded in 1991 by Stephen P. Percoco. Steve produces short- and long-form research reports on publicly traded companies and reviews of economic and financial market trends. His Risk/Reward blog provides commentary and analysis on companies, industries, sectors and markets.
Research reports
Detailed company and investment analysis
Risk/Reward
Company and financial-market commentary
Institutional research
Formal research coverage and contract research services
Risk/Reward
Recent Analyses
GE Healthcare Technologies, Inc. (GEHC) 26Q3 Update
GEHC reported 26Q3 revenues of $5.51 billion, up 7.2% YOY. Excluding acquisitions and currency, organic revenues increased 6.2%. Revenues rose 13.0% in Pharmaceutical Diagnostics (PDx),…
Read analysis →September CPI Above Target But Within Expectations
The Consumer Price Index for All Urban Consumers (CPI-U) rose 0.59% on a non-seasonally-adjusted (NSA) basis in September 2026. On a seasonally-adjusted (SA) basis, the…
Read analysis →Research focus
Investment research services.
Lark Research provides regular research coverage primarily on U.S.-based publicly traded companies and the U.S. economy, as well as certain industries and asset classes. It also offers customized investment research services on a contract basis.
Resources
Accounting and financial reporting
Making Principles-Based Accounting Standards Work
Why principles-based standards need stronger oversight and a more active role for investors in financial reporting.
Accounting and financial reporting
Working with Non-GAAP Performance Measures
How to use non-GAAP measures to assess company performance, and where common adjustments can mislead.
Fixed income investing
2026 Market Returns on TIPS
Quarterly analysis of TIPS returns, yields and inflation adjustments, with comparisons to U.S. Treasurys.