Kameleon007 First, let’s get a few things straight. I just passed the 20-month mark since I started writing on Seeking Alpha. More than 300 articles and 2,100 comments and responses later, I’ve developed some strong opinions about what I think matters in modern investment markets. I’m not talking so much about what to buy and…
chris-mueller Apple (NASDAQ:AAPL) shares have been treading water for quite a while now due to many concerns about growth, challenges in China, the antitrust lawsuit, and more. Apple’s valuation is high, especially relative to its growth rate. The stock has jumped from recent lows over buyback headlines and also over excitement about AI announcements that…
MaximFesenko/iStock via Getty Images I’m a little surprised to see Apple (NASDAQ:AAPL) (NEOE:AAPL:CA) shares melt up after a short-term challenge following its post-Q2 spike, although this has been in concert with a generally rising market. With a moderately higher share price, amid subdued volatility (especially compared to the ~near earnings period), there may be an…
tadamichi Historical data shows that the vast, vast majority of investments perform poorly. This is true for bonds, stocks, and real estate as asset classes. Nearly all of it makes for a bad investment for outside passive investors. And what I’ll show in this piece is that this is both normal and unavoidable. And unintuitively,…
NejauPhoto Among the very large universe of ETFs available in the market, only a few qualify as “complete-package”, well-diversified growth funds, in my view. The Risk Parity ETF (RPAR), which I talked about recently, is perhaps my favorite one, despite its pitiful performance in 2022. But the Amplify BlackSwan Growth & Treasury Core ETF (NYSEARCA:SWAN)…
littleclie Introduction Despite my penchant to write about economics quite a bit, my undergraduate degree was in History. It’s rare for me to write in historical metaphors, but I’m always tempted to – this time, that impulse won. One of the papers I wrote back in college was about the Treaty of Karlowitz, signed in…
Thos Robinson Until recently, Amazon (NASDAQ:AMZN) was capitalizing on the AI revolution primarily through AWS, as enormous amounts of cloud computing power is required to facilitate the transformation of industry and business processes in this new are of generative AI. In fact, in the previous article, we simplified Amazon’s savvy strategies to drive AWS growth,…
hatchapong Investment Thesis Visa (NYSE:V) continues to be the leading player in the digital payments processing industry with a solid Q1 of 2024 illustrating the firm’s earnings power. Solid topline revenue growth has been complemented by great operating margin expansion and continued diversification into value-added services. Visa’s quantitative successes come despite a difficult macroeconomic environment…
BanksPhotos Introduction It has been a while since I’ve written about an airline stock. In fact, Southwest Airlines (NYSE:LUV) was the last one, and that article came out on March 6th, 2020, at the beginning of the pandemic. It was a bearish article titled “Re-Evaluating My Bearish Southwest Airlines Sentiment”. It, amazingly, was the only…
Despite Bitcoin’s surging price, block trades show restrained activity. The market sees more selling calls and buying puts, signaling cautious trader sentiment. A historically indicative signal for bearish positions is now suggesting positive prospects for Bitcoin (BTC) bulls. Investors in the world’s largest cryptocurrency are eagerly anticipating a crucial regulatory decision on a US exchange-traded…
MediaProduction Investment thesis Okay, admitted: This one’s a troubled child. At one point in 2015, the common stock of Assertio Holdings, Inc. (NASDAQ:ASRT) traded at ~$130. Less than a year later it had lost more than half of that value, and with the exception of a spike in late 2016, Assertio’s share price has known…
ridvan_celik/E+ via Getty Images My last article on Afentra plc (OTCPK:STGAF) in August 2022 looked at the sale and purchase agreements signed with the government of Angola in April 2022 for 20% of oil production block 3/05 in shallow water offshore Angola. The deal completion was much anticipated but more than a year and a…
The recent batch of dumping Coinbase (COIN) shares has been the largest from Ark Invest in 2023. COIN stock price is around a new yearly high of $140. Cathie Wood’s asset management firm Ark Invest has been liquidating its Coinbase Global Inc (NASDAQ: COIN) stock holdings in big numbers recently. On December 5, ARK executed…
The recent price surges seen in both the USTC and LUNC, once again highlight the undying resolve and commitment of the Terra Classic community to bring value to both assets. Algorithmic stablecoin TerraClassicUSD (USTC) has received a massive boost in the last 24 hours, posting over 283% gains within the period. As of publication, CoinMarketCap…
For many crypto firms that are currently exploring layer-2, they have found that it opens up potential new revenue streams. Charles Hoskinson, the founder of Cardano blockchain may be eyeing a potential partnership with top US crypto exchange Kraken. This follows after Kraken announced that it plans to improve its technological capabilities, admitting that it…
sakkmesterke An epic squeeze drove stocks higher this week, driven by a compilation of factors that aren’t likely to persist. As discussed previously, stocks are trading more in sync with bonds than at any time in recent memory, and this week saw a big move lower in rates, starting Wednesday morning. The groundwork was laid…
Sean Gallup Shopify Inc. (NYSE:SHOP) shares have fallen more than 20% since our last coverage, but regained momentum earlier this week after rival PayPal Holdings (PYPL) posted a better-than-expected quarter and markets cheered on a seemingly dovish Fed. The upsurge was further reinforced by Shopify’s solid Q3 results released today, with a double beat that…
SvetaZi I have been writing on Seeking Alpha for just over a year, but I’ve been writing about investing since 1998. During the last 12 months, I’ve responded to nearly every comment and question that has come in… more than 1,200 of them. And based on those comments, questions and often pointed observations and criticisms…
Mercedes-Benz cited higher inflation, supply chain-related costs, and a 329-million-euro foreign exchange setback, among the factors that shrank its Q3 2023 earnings. Luxury car maker Mercedes-Benz Group AG (ETR: MBG) has revealed that its earnings took a hit in the third quarter (Q3). According to a Thursday announcement by the firm, this reflects the current…
peshkov All truth passes through three stages. First, it is ridiculed. Second, it is violently opposed. Third, it is accepted as being self-evident. – Arthur Schopenhauer The last time I wrote an article on Seeking Alpha with this title was February 27, 2020 just before the bulk of the Covid stock market crash took place…
ryasick Over the past quarters, I have posted a lot of negative stuff about Realty Income (NYSE:O) here on Seeking Alpha as well as on YouTube. In short, there are 5 things that I dislike about the company: Issue #1: The REIT is getting too big for its own good and this will likely hurt…
JHVEPhoto In my previous update on Shopify Inc. (NYSE:SHOP), I upgraded the stock, anticipating a recovery, following my May 2023 caution. That upgrade was timely, as SHOP surged to its August highs, lifted by the surprise announcement of a deeper integration with Amazon’s (AMZN) Buy with Prime. However, that surge proved to be an astute…
pcess609 The Company Becton, Dickinson and Company (NYSE:BDX) is a $75-billion market cap global healthcare company that specializes in developing, manufacturing, and selling a wide range of medical supplies, devices, laboratory equipment, and diagnostic products. They serve healthcare institutions, physicians, researchers, clinical laboratories, the pharmaceutical industry, and the general public worldwide. According to the latest…
AlexKalina/iStock via Getty Images Why am I excited for this week? It’s a new quarter and September is behind us. This year the seasonal pattern has been spot on. It isn’t always this way, but if seasonal patterns continue this quarter should be a sharp rally. In my experience, the key variable, the 10-year interest…
piranka/E+ via Getty Images We maintain our buy-rating on Meta Platforms, Inc. (NASDAQ:META); the stock is up 209% since our buy-rating in early November, outperforming the S&P 500 by 197%, and we see more upside into 2024. Our bullish sentiment is based on our belief that management reeling in spending coupled with A.I.-enabled FoAs will…
imagedepotpro/iStock via Getty Images Last Week’s Sell-Off Was Expected, Did We Buy Too Soon, No, and Here’s Why In my last missive, the title was “Get Your Shopping List Ready, But Remain Hedged” (click this link if you need a refresher). I urged you all to hedge and get ready for a big enough sell-off…
Sundry Photography I updated Unity Software Inc. (NYSE:U) investors in my June 2023 update that it was better to wait for a pullback before adding exposure. My caution emanated from the untimely surge that U holders leveraged into, banking on its recent AI hype and the optimism surrounding its partnership with Apple (AAPL) and Meta…
Tuesday’s stock drop has not affected the performance of Oracle shares in an overall sense. Software maker Oracle Corp (NYSE: ORCL) stock fell 12% on Tuesday, marking its biggest such dip since March 2002 when it recorded a percentage drop of 15%. The Tuesday drop, however, may be attributed to the company issuing relatively weak…
Zero-knowledge (ZK) rollups are coming to Bitcoin. Recently, two different projects took turnkey steps into turning this development into a reality for the original cryptocurrency, an advancement that could help Bitcoin scale even more and also provide additional privacy assurances to users that decide to use it. Chainway last week announced the open-sourcing of their…
The spotlight recently came on sanctioned Russian banks after they were spotted as payment options on some top crypto exchanges. OKX and Bybit appear to have followed in the footsteps of Binance in a recent move that saw the exchanges de-list two Russian banks from their accepted payments option. As seen on both exchanges, Tinkoff…
MStudioImages by Levi at Elliott Wave Trader; Produced with Avi Gilburt While the macros of the market will affect most stocks most of the time, there are also certain sectors that will outperform. And, as Captain Obvious informs us, other sectors will underperform the overall market. Every week we share sector outlooks with our members…
Since launching nearly a week ago, Worldcoin has been subject to increased scrutiny and criticism. Since launching out of beta mode, Worldcoin has recorded a massive surge in its weekly global World ID verifications. According to a recent blog post, the protocol saw an increase of over 100% in such verifications that took place within…
KanawatTH Written by Sam Kovacs. Introduction Piedmont Office Realty Trust, Inc. (PDM) just cut its dividend by 41% from $0.21 per quarter to $0.125, effectively slashing an 11% yield into an 7% yield. Ouch! PDM DFT Chart (Dividend Freedom Tribe) In the meantime, we’ve been implementing a strategy which has been generating 14% net yields,…