BUZZ Investing: CPI Surge Spikes Bond Yields

cagkansayin/iStock via Getty Images Interest rates rose after the March CPI report indicated unexpected inflation persistence, shaking financial markets and increasing two-year Treasury yields. U.S. domestic markets extended their gains during the recent period between Index selection dates (March 14, 2024 – April 11, 2024, the “Period”). Equity markets were largely influenced by the Federal…

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BUZZ Investing: Semiconductor Surge Leads Market Rise

Yuichiro Chino/Moment via Getty Images U.S. domestic markets saw gains, the S&P 500 rising, and the Nasdaq gaining, driven by upbeat semiconductor earnings, boosting investor confidence amid lower rate cut expectations. U.S. domestic markets gained during the recent period between Index selection dates (January 10, 2024 to February 8, 2024, the “Period”). The S&P 500…

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Bank Buzz: NB Bancorp Looks Inexpensive With Multiple Catalysts To Deliver Returns (NBBK)

peshkov Welcome back to the third edition of Bank Buzz, where we cover the community bank sector, with a specific focus on mutual conversions, our favorite niche within a niche. Historically, investments in banks trading below tangible book value with overcapitalized balance sheets, solid asset quality, and shareholder-friendly management teams have generated attractive returns. In…

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Eli Lilly: The Buzz Is Not Over (NYSE:LLY)

jetcityimage Investment Thesis I believe Eli Lilly (NYSE:LLY) is poised for continual growth due to the significant demand for weight-loss drugs and the increasing insurance coverage. My perspective is a belief in the future of GLP-1 therapies, particularly those targeting obesity. My main focus is on Eli Lilly’s pioneering drug, Zepbound, which I see tackling…

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