Compass Minerals: Dividend Doesn’t Offset Lack Of Economic Value, Rate Hold (NYSE:CMP)

Pgiam/iStock via Getty Images Investment briefing No relief for Compass Minerals International, Inc. (NYSE:CMP)’s shareholders leading into the back end of the year, with the company’s equity stock attracting offers at 2-year lows as I write (Figure 1). As a reminder, CMP produces essential minerals, namely salt, sulfate of potash and specialty fertilizers. Its core…

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Coming To Terms With The Economic Reality Of Scaling

The blocksize war marked a pivotal chapter in Bitcoin’s nascent history, illuminating the ability of node operators to withstand systemic changes that could undermine the network’s foundational principles of decentralization and censorship resistance. At the crux of the controversy was the issue of scaling Bitcoin to accommodate growing transaction volumes. While one camp advocated sacrificing…

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Economic Growth Is Good, Unless You Are A Bond Market

simon2579 What spooked the Treasury market on Wednesday, September 6th, 2023, when the 10-year Treasury yield traded up to 4.30% once again? Well, the August ’23 Services PMI report sure didn’t help, which was released on Wednesday morning, September 6th. Here’s the summary of the details of the August ’23 Services PMI report from yesterday…

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Insight Enterprises: A Long Reinvestment Runway With Economic Returns on Capital (NSIT)

naphtalina/iStock via Getty Images Investment summary Consilient investors chasing long-term capital compounders might be interesting in the investment prospects of Insight Enterprises (NASDAQ:NSIT). The company spins off attractive rates of return from its investments, a fact the market has recognized heavily this year. The stock has now sells at 2-year highs, as seen in Figure…

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