champpixs/iStock via Getty Images Amazon’s (NASDAQ:AMZN) (NEOE:AMZN:CA) Q1 earnings were a breath of fresh air for several reasons. I was relieved to see AWS growth move to 17% year-over-year compared to 12% in Q4, especially after advising for months that Q1 would spark a reacceleration on increased data budgets in 2024. Free cash flow and…
Mindful Media A wave of capitalism has swept through Argentina. Optimism runs high as the country’s newly elected president takes aim at ditching policies that prevent the privatization of companies currently operated by the South American nation’s government. Investors have rejoiced in the past year. The Global X MSCI Argentina ETF (NYSEARCA:ARGT) is up 58%,…
martin-dm/E+ via Getty Images Investment Thesis I believe PayPal’s (NASDAQ:PYPL) conservative reset of expectations for this quarter (via the guidance they gave last quarter) sets the company up for a strong buy despite recent underwhelming quarters. The fintech’s upcoming earnings announcement has set expectations at a consensus EPS estimate at $1.22, up 4.31% YoY. Revenue…
PM Images By SchiffGold Money Supply is a very important indicator. It helps show how tight or loose current monetary conditions are, regardless of what the Fed is doing with interest rates. Even if the Fed is tight, if Money Supply is increasing, it has an inflationary effect. One key metric shown below is the…
carolthacker/iStock via Getty Images Six months since my last update on the company, the situation at Inogen (NASDAQ:INGN), a leading provider of portable oxygen concentrators (or POCs), is a little more interesting. The financials really haven’t improved and there are still valid concerns about the company’s strategic positioning, but the company has another new management…
simonkr/E+ via Getty Images These are interesting times for the electric vehicle market. As I just wrote about in an article published recently, Rivian Automotive (RIVN) seems to be facing an existential crisis, while other companies like Ford Motor Company (F) are bracing for weak demand. Increased competition is pushing prices down, and consumers are…
The below is an excerpt from a recent edition of Bitcoin Magazine Pro, Bitcoin Magazine’s premium markets newsletter. To be among the first to receive these insights and other on-chain bitcoin market analysis straight to your inbox, subscribe now. Bitcoin’s revolutionary Lightning Network has seen two major rollout initiatives begin in the last month, with…
Get ahead of the market by subscribing to Seeking Alpha’s Stocks to Watch, a preview of key events scheduled for the coming week. The newsletter keeps you informed of the biggest stories set to make headlines, including upcoming IPOs, investor days, earnings reports and conference presentations. The release of the U.S. inflation report for March…
Vertigo3d/iStock via Getty Images MacroGenics (NASDAQ:MGNX) is an important biotech to keep an eye on, because it has been able to make remarkable progress on advancing the use of its lead drug vobra duo [vobramitamab duocarmazine] in the ongoing phase 2 TAMARACK study for the treatment of patients with metastatic castration-resistant prostate cancer [mCRPC]. It…
fcafotodigital In mid-December, CapitalSpectator.com mused: “Are Commodities A Compelling Contrarian Trade For 2024?” The answer so far this year continues to be “yes,” as a rally for prices of raw materials continues to bubble after a rough 2023 in this corner of global markets. Two weeks ago I noted that commodities had overtaken US stocks…
Jacob Wackerhausen/iStock via Getty Images CervoMed (NASDAQ:CRVO) has been enrolling for its phase 2b RewinD-LB study, which is using neflamapimod for the treatment of patients with dementia with Lewy bodies [DLB]. The reason to note this biotech is that it had stated that it is on track to complete enrollment of this trial in the…
jetcityimage Tesla (NASDAQ:TSLA) has had a very difficult year so far. Since the middle of 2023, the company has seen its share price fall almost 45% from the peak in July of 2023. Data by YCharts Today, in this article, I will share where I think Tesla is today, whether the current valuation justifies where…
Rawpixel The Middle Eastern social media and gaming company’s revenue rose 7.7% in the fourth quarter, as its profit soared nearly 80% on better monetization and cost controls. Leading Middle Eastern social media company Yalla Group Ltd. (NYSE:YALA) is getting ready for “Act Two” of its move into mid- and hardcore games, after drawing the…
Thai Liang Lim/E+ via Getty Images Here comes the AI regulation The EU passed the first global act that regulates artificial intelligence, with a specific focus on the GenAI. The act is expected to be officially enacted in May and implemented gradually over the next three years, but the most important regulation impacting the social…
burcu onter/iStock via Getty Images Closer Stereotaxis Coverage Coming In this article I will review the “Open EP Robotic Lab” presentation Stereotaxis (NYSE:STXS) gave on March 1st in which it revealed the results from the EU Magic human trial and the March 4th Q4 earnings report. I will continue covering Stereotaxis on a quarter-by-quarter basis…
Baloncici/iStock Editorial via Getty Images Tesco PLC (OTCPK:TSCDF)(OTCPK:TSCDY) is probably one of Britain’s most recognisable brands. In typical UK fashion, they do half-year reporting, but we got a trading update that tells us what we need to know about the coming year. In all, performance has been great. Prices are down and loyalty benefits are…
Major Drilling Group International Inc. (OTCPK:MJDLF) Q3 2024 Earnings Conference Call March 1, 2024 8:00 AM ET Company Participants Denis Larocque – President, Chief Executive Officer Ian Ross – Chief Financial Officer Chantal Melanson – Investor Relations Conference Call Participants James Vail – Arcadia Advisors Gordon Lawson – Paradigm Capital Brett Kearney – American Rebirth…
Smith Collection/Gado/Archive Photos via Getty Images Honda Motors (NYSE:HMC)(OTCPK:HNDAF) is a Japanese automotive player that we’ve covered in the past, focused on the entire industry’s favourable supply chain situation amid a weak yen environment, causing a real growth in unit margins thanks to substantial home grown production and parts sourcing and a very large USD…
Natee127 Similarweb (NYSE:SMWB) has always been a company we liked. Even for investor intelligence, its tools have been useful, and over the years they’ve been improving their product and perfecting their monetisation scheme. The key strategic considerations are to have a lot of action at the top of the funnel, and then effectively upsell customers…
Michael M. Santiago/Getty Images News The Hot January CPI Report The US Bureau of Labor Statistics released the CPI inflation report for January 2024 – and the actual inflation numbers were higher than the consensus estimates. More importantly, the monthly inflation accelerated from the previous month. Let’s take a step back and first state that…
AlexandrBognat/iStock via Getty Images Elevator Pitch I have a Buy investment rating for BYD Electronic (International) Company Limited (OTCPK:BYDIF) (OTCPK:BYDIY) [285:HK]. Previously, I touched on the risk relating to the company’s customer concentration, and BYDIF’s efforts to diversify its client mix in my June 1, 2020 article. In its 1H 2023 interim report, BYD Electronic…
audioundwerbung Note: I have covered Plug Power Inc. (PLUG) previously, so investors should view this as an update to my earlier articles on the company. Following the company’s annual business update call on Tuesday, beaten-down shares of struggling fuel cell systems, electrolyzer solutions, and green hydrogen provider Plug Power Inc. or “Plug Power” staged a…
Nikada/iStock Unreleased via Getty Images Entering the year as the most valuable company on the planet, Apple (NASDAQ:AAPL) faces some large potential risks. The question is can the company get back to innovating to overcome these hurdles. Company Profile AAPL designs hardware and software for its own brand of smartphones, computers, laptops, tablets, wearable devices,…
gorodenkoff/iStock via Getty Images China’s leading bottled water producer has attracted investor attention for its high profit margins, but also caution over its highly priced shares. After consolidating its place as leader of China’s bottled water market, Nongfu Spring Co., Ltd. (OTCPK:NNFSF)[9633.HK], known for its trademark red-and-green bottles of drinking water, is flowing into a…
William_Potter Real estate securities rebounded sharply in December, leading the broad-based gains for the major asset classes in the final month of 2023, based on a set of ETFs. Commodities, by contrast, were the downside outlier for December and for the calendar year that just ended. Vanguard US Real Estate Index Fund (VNQ) surged 9.4%…
Kris Hoobaer/iStock via Getty Images Dear readers/followers, In this article, I’m going to be updating on Hamburger Hafen (OTC:HHULF). In conjunction with the last published quarterly report and other news, the company gave a massive bounce, which also means that my stake in the company is currently at a solid “green” in terms of returns….
Annabelle Chih/Getty Images News Investment Thesis TSMC (NYSE:TSM) is and will likely remain for years to come a prudent choice to invest in the semiconductor industry, which has been and is expected to remain a growing market over time. As a (pure play) foundry, TSMC derives its revenue from hundreds of customers, including a dozen…
jetcityimage In a previous article, I have argued that Charles Schwab has mismanaged the duration in its securities bond portfolio, and refinancing at higher rates to meet client cash sorting demand will likely pressure the company’s earnings through 2025. This thesis was reinforced by the “higher for longer” narrative, suggesting that the Fed may maintain…
By compelling influential political leaders and bureaucrats to share their virtual currency investments, South Korea hopes to heighten transparency surrounding public-sector finances. South Korea is set to begin disclosing the cryptocurrency holdings of top public officials beginning in 2024, marking a monumental push toward transparency and accountability in government services. According to an announcement from…
Sean Gallup/Getty Images News Investment Thesis Alcoa (NYSE:AA) is one of the largest international vertically integrated aluminum producers. The company’s facilities are spread across five continents. The main production of raw materials (bauxite) is located in Guinea and Australia, while refining takes place in the USA and Northern Europe. We expect the aluminum market to…
DarkGel Late in November, Mesoblast (NASDAQ:MESO) filed for orphan drug designation and rare pediatric disease designation for its allogeneic cell therapy Revascor® (rexlemestrocel-L) in the treatment of the congenital heart disease hypoplastic left heart syndrome (HLHS). This is its second cell therapy program, the first being remestemcel-L targeting pediatric acute graft versus host disease (aGVHD),…
World ID Apps allow users to verify accounts and apply a verification status similar to the blue checkmark used on some social media platforms. The latest version of Worldcoin’s identity platform World ID 2.0 comes with the addition of Apps, a new way to build and use integrations to verify your online accounts using World…
Dilok Klaisataporn We believe that the market is currently undergoing a major disruption due to the fact that the economy is rapidly shifting from a period of elevated inflation to a surprising deflationary trend. As a result, we expect that the stocks that got pummeled the most over the past few years will likely be…
Riding in its current wave of success, Worldcoin has decided to spread its tentacles. Presently, the company is looking at expanding to Mexico and Singapore. Worldcoin, co-founded by OpenAI’s Sam Altman, has shared an update about its digital identity platform World ID. According to a company statement, the upgrade includes making significant integrations with five…
DNY59 After shifting to a neutral stance on gold in early November, the metal’s failure to consolidate gains above the $2,000 level puts the focus back on the downside. The spike to new record highs of $2,135 on December 4 occurred amid a spike in bullish futures positioning as well as a spike in the…
Kemter Dear readers, I haven’t been particularly bullish on the S&P 500 (NYSEARCA:SPY) for reasons outlined in my last article on the index. I simply think that the index is too expensive relative to historical averages. This makes for a poor risk reward with sub-par potential returns and a substantial downside if we get some…
South Korea has long been recognized for its robust blockchain and crypto community. Crypto traders in South Korea have recently emerged as key players, wielding considerable influence during the latest Bitcoin (BTC) rally that has seen the digital currency surge by more than 50%, according to reports. The Rise of the South Korean Won Over…
The transition began at the company headquarters in Switzerland, with plans for an eventual change of name and transformation across other offices located in financial hubs like Abu Dhabi, Hong Kong, and Singapore. The cryptocurrency bank, formerly known as Seba, is embarking on a major rebranding effort as it transitions to a new name –…
DNY59 Introduction The Vanguard High Dividend Yield ETF (NYSEARCA:VYM) and the Vanguard Value ETF (NYSEARCA:VTV) have nearly $200 billion in combined assets under management and purport to follow different strategies. Earlier this year, I covered VYM here and VTV here, concluding that both were solid funds despite a relatively poor start to the year. However,…
Oli Scarff We present our note on BP (NYSE:BP), a leading integrated multinational oil and gas company, with a buy rating. We are drawn by BP’s robust upstream pipeline, strong execution, appealing valuation, and capital returns policy, while we remain more cautious on renewables investments. We will provide an overview of the firm and its…
dem10 I last wrote on the Vanguard Total International Stock Index Fund ETF (NASDAQ:VXUS) in December 2022, arguing that the dollar had peaked which would provide the impetus for international equity outperformance versus the US. Since then, the dollar has drifted higher, leading to continued VXUS underperformance, but the tide now seems to be turning…
Gary Yeowell Dear readers, Boston Properties (NYSE:BXP) is an office REIT that holds A-Class workspace on both coasts with an especially heavy exposure to Boston, New York, and San Francisco. Notably, the REIT owns one of the youngest property portfolios with an average age of 15 years. BXP Presentation I’ve covered the company before and…
The new company will have a greater mining capacity than Hut 8. It will also have a more diverse revenue stream than its constituents. Pursuant to its pending merger with US Bitcoin Corp., Hut 8 Mining Corp. has announced the approval of its registration statement by the United States Securities and Exchange Commission (SEC). The…
This impending Binance announcement arrives just days after a substantial transfer of 10,000 BTC, valued at over $345 million, to the exchange from an anonymous wallet. In a cryptic post on X, Changpeng ‘CZ’ Zhao, the CEO of Binance, recently sparked the curiosity of the crypto community by simply posting the number “3” and an…
In readiness for the event, there has been a major increase in the price of TIA, as it was already trading on a decentralized derivatives exchange, Helix, at around $3.15. Celestia, a modular blockchain network focused on data availability, is preparing to launch its mainnet today, October 31, at 14:00 UTC. This long-anticipated event will…
Riard noted in his report that the implications of the vulnerability could extend well beyond the Lightning Network. Bitcoin developer Antoine Riard has identified and reported what he believes might be a major security risk in the Bitcoin Lightning Network. In a report recently published, Riard shared that the loophole could potentially endanger funds moving…
FatCamera/iStock via Getty Images By Inga Fechner & Rico Luman Drought and low water have had a major impact on vital inland water trade routes lately Waterways have always been crucial for transport. They’re a cheap and environmentally friendly way of transporting heavy or bulk goods such as coal and steel, mineral oil products, chemicals…
Crypto firms have been using the “major questions” doctrine to defends themselves against the enforcement actions of the regulations. However, it has its own flaws in place. Over the last year, multiple firms in the crypto space have engaged with regulators on different issues. These companies have been boldly questioning the regulatory stands against crypto…
NoSystem images/iStock via Getty Images By Ed Moya US This week Wall Street will learn how quickly the US consumer is weakening and if the manufacturing part of the economy is close to entering recovery mode. The US retail sales report for September is expected to show monthly sales increased 0.3%, down from the 0.6%…
ipopba “Restrictive for longer” is now the mantra as monetary policymakers seek to bring inflation reliably to target. Executive Summary U.S. Federal Reserve policy has helped bring down U.S. price inflation, but before inflation is firmly on the path to the 2% target, we may see higher unemployment than the Fed is projecting. At the…