KevinHyde In attempting to understand what the Federal Reserve is trying to do and to understand how the banking system is reacting to what the Fed is trying to do, more and more analysts are struggling to understand just what is going on. This dilemma is examined, in part, by Joseph Sternberg in the Wall…
PM Images In December of last year, I wrote an interesting piece on SLR Investment Corp. (NASDAQ:SLRC), where I laid out several advantages of SLRC and how these should warrant a somewhat stable performance going forward. However, at the same time, I was quite explicit about the potential limitation for SLRC’s upside. The following excerpt…
Aleksandr Uglov/iStock via Getty Images Modiv Industrial (NYSE:MDV) is a unique, small-cap net lease real estate investment trust (“REIT”) that focuses almost exclusively on manufacturing properties in the United States. In my three previous articles on MDV, I rated it a “Hold” and advocated buying its high-yielding 7.375% Series A Preferred Stock (MDV.PR.A) instead. After…
alexsl Contrarian bet on EEM I just recently published an article where I outlined the bullish case for Emerging Markets stocks, as proxied by the iShares MSCI Emerging Markets ETF (NYSEARCA:EEM). This was a contrarian long idea, where a beaten down ETF had a positive catalyst to stage a significant bounce, although I did not…
VM_Studio Overview A poor reception to the 30-year Treasury sale and Federal Reserve Powell pledged to raise rates again, if necessary, not exactly a new ground, but it spooked the doves–driving rates sharply higher and fueling a strong dollar recovery. There was a large five basis point tail on the bond sale. The eight-day rally…
With the imminent launch of Bitcoin spot ETFs, many institutions are also looking to gain increased exposure to BTC. Exactly 15 years ago, Satoshi Nakamoto, the pseudonymous creator of Bitcoin, sent the Bitcoin whitepaper via email to a select number of cryptographers. Satoshi is fondly quoted to have opened the email saying: “I’ve been working…
LinkedIn assures of its commitment to ensure that the affected employees have a soft landing, promising to treat them with utmost care and respect. Microsoft-owned LinkedIn has announced its decision to relieve another 668 employees of their duties with the company. The announcement, which was shared via a Monday memo, follows an earlier layoff that…