Jonathan Kitchen/DigitalVision via Getty Images Overview The latest CPI report released, and the overall sentiment leads to a lower chance of interest rate cuts. The original probability of interest rate cuts before the March CPI report was around the 56% mark but has now dropped to an 18.5% chance of rate cuts by the end…
Bitcoin is a decentralized and finite digital currency, it’s verifiable by anyone anywhere in the world. This is the chief reason people have any interest in holding it at all. No one can dilute the supply, no one can counterfeit Bitcoin, it just works as an autonomous system that cannot be interfered with. So how…
simarik Welcome to another installment of our CEF Market Weekly Review, where we discuss closed-end fund [CEF] market activity from both the bottom-up – highlighting individual fund news and events – as well as the top-down – providing an overview of the broader market. We also try to provide some historical context as well as…
pixelfit Investment Thesis Generating extra income that you can use to cover your monthly expenses or to reinvest (to benefit from the compounding effect) is one of the principal advantages of following a dividend income investment approach. The latest acquisition for The Dividend Income Accelerator Portfolio is the Cohen & Steers Quality Income Realty Fund…
Aeon Aviation Photography/iStock Editorial via Getty Images As Boeing (NYSE:BA) is struggling to get its quality and manufacturing system in order while demand for commercial airplanes has increased significantly, it is clear that Airbus (OTCPK:EADSF) is the clear winner in the duopoly. That does not need much explanation. However, how big the benefit is for…
imaginima Rubis (OTCPK:RBSFY) delivered a really good quarter. Support and services would have been the trading angle this year as shipping rates climb, but the retail segment driven by the Caribbean saw excellent performance, and Haiti dragged less. The bulk liquid storage J.V is doing well on the back of investments that had been recently…
Ethiopia is emerging as Africa’s most promising bitcoin mining hub, poised to claim a significant share of the global hashrate as the hum of miners reverberates across the globe. – Jaran Mellerud & Kal Kassa Recent attention from a Bloomberg article and the announcement of a bitcoin mining investment by the Ethiopian Government signals a…
photoman Overview I previously rated Ally Financial (NYSE:ALLY) as a buy in October 2023. It seems that my timing was ideal, as the stock has now moved up over 46% since then. The price appreciation was more severe than anticipated and happened much quicker than expected. At the time of my original analysis, the dividend…
kevron2001/iStock via Getty Images The S&P 500 and Nasdaq 100 ended 2023 back in a bull market. Their price indices surpassed their previous 2021 peak levels and showed clear positive trends even with recent volatility. However, while large-cap performance has been solid, smaller companies have gone nowhere. The Russell 2000 ETF (NYSEARCA:IWM) is unchanged YoY…
Mario Tama/Getty Images News Thesis Johnson & Johnson (NYSE:JNJ) is a multinational corporation that operates in the healthcare and pharmaceutical sectors. Founded in 1886, the company is headquartered in New Brunswick, New Jersey, USA. JNJ is one of the largest and most diversified healthcare companies globally. Having experienced a dip in terms of its profitability…
apomares/E+ via Getty Images Introduction & Thesis Shares of biopharma Lexicon Pharmaceuticals, Inc. (NASDAQ:LXRX) are ~60% off their May highs, despite holding an FDA-approved key drug (Inpefa) for heart failure in its portfolio. The sell-off is largely attributed to investor concerns over Inpefa’s market uptake amid a perfect storm of competition from pharma heavyweights like…
This article is featured in Bitcoin Magazine’s “The Primary Issue”. Click here to get your Annual Bitcoin Magazine Subscription. Click here to download a PDF of this article. “Economics I think is sort of like accounting — you know, it doesn’t immediately have any morals. You could go into welfare economics, you try to think…
CNH). Official document of Brazil, which attests the ability of a citizen to drive land vehicles.’ data-id=”1371169707″ data-type=”getty-image” width=”1536px” height=”1024px” srcset=”https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1371169707/image_1371169707.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1371169707/image_1371169707.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1371169707/image_1371169707.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1371169707/image_1371169707.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1371169707/image_1371169707.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1371169707/image_1371169707.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1371169707/image_1371169707.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1371169707/image_1371169707.jpg?io=getty-c-w240 240w” sizes=”(max-width: 768px) calc(100vw – 36px), (max-width: 1024px) calc(100vw – 132px), (max-width: 1200px) calc(66.6vw – 72px), 600px”> RafaPress/iStock via Getty…
sturti Key Takeaways We view pressure on infrastructure from rising real yields in 2023 as a short-term phenomenon, while infrastructure’s inflation pass-through worked well, supporting earnings across the asset class. If 2023’s spike in real bond yields fades, we expect a significant uptick in the valuations for infrastructure companies; even if bond yields don’t roll…
josefkubes Overview SAP SE (NYSE:SAP) stock has had a solid run so far this year, albeit still marginally underperforming the NASDAQ Composite. The ERP software giant’s stock has actually outperformed the NASDAQ’s price return throughout a large portion of the year, including fairly recently. This trendline was interrupted by a sharp uptick in selling pressure…
tracielouise/E+ via Getty Images DRDGold Limited (NYSE:DRD) has presented its investors with total returns north of 60% since the turn of the year amid strengthening gold prices and idiosyncratic progression. Although many of DRD’s investors might wonder whether it is time to cash out, we believe the asset presents a lucrative profile in today’s economy,…