DNY59 As the largest publicly traded Business Development Company (BIZD), Ares Capital’s (NASDAQ:ARCC) quarterly results often serve as a bellwether for the sector. Moreover, given its long and illustrious history of navigating numerous economic cycles and downturns and its leadership team coming from leading global alternative asset manager Ares Management Corporation (ARES), ARCC management’s commentary…
In celebration of the historic fourth Bitcoin halving and to ring in a new epoch in sound money, Bitcoin Magazine and Kraken are pleased to present the Bitcoin Halving Livestream. This event will bring together prominent voices in the Bitcoin space including Barstool CEO Dave Portnoy, Strike CEO Jack Mallers, Bitcoin Magazine Institutional Lead Dylan…
tumsasedgars With the March CPI report showing inflation actually accelerating rather than decelerating as some had hoped, many high-yield stocks (SPYD)(SCHD) have sold off, extending their material underperformance relative to the S&P 500 (SPY) so far this year. Moving forward, it appears increasingly likely that the Fed will have to be somewhat guarded with the…
Ethan Miller Note: I have covered VOXX International Corporation (NASDAQ:VOXX) previously, so investors should view this as an update to my earlier articles on the company. Leading automotive and consumer electronics products manufacturer and distributor VOXX International Corporation or “VOXX International” continues to operate in a challenging business environment as once again evidenced by the…
Mishella Introduction The listed partnerships for Brookfield Corporation (NYSE:BN) like BEP, BIP and BBU have declined in value from their 2021 levels but these interests are not the whole picture. Per my August article, Brookfield Corporation is undervalued. Since then, the full-year 2023 numbers have come out and there are some key positives. Brookfield Corporation…
JHVEPhoto/iStock Editorial via Getty Images The TSMC Investment Thesis Taiwan Semiconductor Manufacturing Company (NYSE:TSM) or most commonly referred to as TSMC is the heart of today’s economy. This is because semiconductors are now a key part of nearly every type of electronic device, from cars to smart phones. Most people are probably not aware that…
Eric Francis The investment world recently bid farewell to Charlie Munger, Warren Buffett’s trusted business partner at Berkshire Hathaway Inc. (BRK.A, BRK.B) and one of the greatest investors of all time. Munger, who died just a month shy of his 100th birthday, leaves behind a legacy of investment wisdom and a very impressive investing track…
Lemon_tm I have over 50% of my net worth invested in Real Estate Investment Trusts, or REITs in short. I invest so heavily in this sector because I think that it offers a historic opportunity to buy real estate at a steep discount to its fair value. There are many REITs that are today priced…
GMVozd Co-authored by Treading Softly. It’s Thanksgiving in the United States today! Many of us will be coming together with family and friends to spend some much-needed quality time – maybe eat a little too much food as well. In my house, we celebrate Thanksgiving twice a year. This is my second! As a Canadian…
Teka77 Introduction It’s time to dive into macroeconomics and one of my favorite (cyclical) dividend growth stocks on the market: Caterpillar Inc. (NYSE:CAT). As it turns out, Caterpillar is currently the smallest holding of my 20-stock dividend growth portfolio. That’s not necessarily because of its performance (I’m up roughly 100% since my initial investment) but…
da-kuk The Chicago Fed National Activity Index (CFNAI) is arguably one of the most important and overlooked economic indicators. Each month, economists, the media, and investors pour over various mainstream economic indicators, from GDP to employment and inflation, to determine what markets will likely do next. While economic numbers like GDP or the monthly non-farm…
ismagilov Listen below or on the go on Apple Podcasts and Spotify Matthew Tuttle and Rob Isbitts discuss this week’s extremely important data (0:10). T-Bills yielding over 5%, quickly changing sentiment and market technicals (3:00). Monster-size US debt (7:20). Transcript Matthew Tuttle: This is an extremely important week of data. So, we’re talking about this…
PhonlamaiPhoto Introduction ASML Holding N.V. (NASDAQ:ASML) reported its Q3 earnings last week. There have been many discussions between investors after these earnings, especially with the company’s guidance for 2024. We’ll give our point of view later in this article. The market did not like the company’s earnings much, with the stock dropping significantly the following…
Coinbase CEO Brian Armstrong, chief executive at one of the world’s largest crypto asset exchanges, broke his longstanding silence on Bitcoin today, offering rare words of enthusiasm for the world’s largest cryptocurrency by market value. In a post on X, Armstrong announced that Coinbase is moving to enable user access to the Bitcoin Lightning Network,…
NVidia Endeavor Headquarters in Santa Clara vzphotos/iStock Editorial via Getty Images Nvidia Corporation (NASDAQ:NVDA) is set to release earnings on Wednesday, August 23. The release will likely be very closely watched, as it will give investors an idea about demand for artificial intelligence (“AI”) chips. Nvidia is the biggest company manufacturing chips used in AI…
ArtistGNDphotography Investment thesis I reaffirm my buy rating on Enphase Energy, Inc. (NASDAQ:ENPH) and update my revenue and EPS estimates following the company’s Q2 results, which came in mixed as they beat the EPS consensus but missed on revenue for the first time since Q3 2018. This is how I described the company in my…
Annabelle Chih Introduction My thesis is that there is no chip manufacturer more important for the smartphone industry than TSMC (NYSE:TSM). Apple’s (AAPL) iPhone can’t exist without TSMC chips. Other major smartphone industry companies like Qualcomm (QCOM) and Huawei have a deep history with TSMC. Smartphones require small leading edge chips for optimal battery life…