MCCAIG The current investor fixation on when the Federal Reserve will drop interest rates and by how much overlooks an important fact – almost everyone is already bullish. So, even if they do drop rates who’s left to buy to drive prices higher? I believe it was Nathan Rothschild who pointed out this contradiction about…
Antagain The iShares MSCI Poland ETF (NYSEARCA:EPOL) is substantially exposed to Polish financials. There were some idiosyncratic legal issues going on with Polish financials that we won’t rehash in this article as they were detailed in our previous coverage. The overhangs were subsiding at any rate, which means that we can focus exclusively now on…
Gladiathor I previously suggested that Magnite, Inc.’s (NASDAQ:MGNI) strong cash flows would eventually matter, and this has proven to be the case over the past three months, with the stock up around 40%. While the business continues to face headwinds, and competition remains a threat, Magnite’s growth is starting to pick up and its margins…
Alfribeiro/iStock Editorial via Getty Images Image: Coca-Cola FEMSA Brazil delivery truck Coca-Cola Investment Thesis – Putting IRS Claim To One Side I previously published an article on The Coca-Cola Company (NYSE:KO), “Coca-Cola: Debt Levels Reduced, Attractive Multiple, Upgrade From Hold To Buy” on Oct. 9, 2023, ahead of Q3-2023 earnings release on Oct. 24, 2023….
Ian Tuttle When I first looked at Roblox (NYSE:RBLX) in March, I placed a “Sell” rating on the stock, saying that while I thought it had an attractive fly-wheel business model, I thought the stock valuation was well ahead of itself. With the stock down about -30%, I upgraded the stock to “Hold” in October,…
Daniel Grizelj It’s the last trading day in 2023, and it’s fair to say that the year turned out better than most of the pundits had predicted. Now, of course, the pundits are busy with their prognostications for the year ahead, including specific calls for US equities and other asset classes that will likely reach…
Cronos has announced a layer 2 network for the Ethereum blockchain in collaboration with Matter Labs, Crypto.com, Fulcrom, VVS, and Veno. Cronos Labs, the name behind the Cronos blockchain, and a partner to Crypto.com, has announced a new layer 2 platform built for the Ethereum network. Cronos Labs has now joined a growing list of…
imaginima Welcome to another installment of our CEF Market Weekly Review, where we discuss closed-end fund (“CEF”) market activity from both the bottom-up – highlighting individual fund news and events – as well as the top-down – providing an overview of the broader market. We also try to provide some historical context as well as…
Adam Gault The V Investment Thesis Remains Robust As The Leading Market Player Visa (NYSE:V) is a stock that requires no introduction, along with Mastercard (MA), attributed to their near duopoly in the global payment processing business. Based on the latest data released by The Nilson Report, the Visa brand credit and debit cards commands…
Winter is coming, and with that means a shifting of demands for power and a reshuffling of power generation capacity. During the coldest months of the year the northern hemisphere receives less direct sunlight and shorter daylight hours, making winter a literal cold season for solar generation. With marked difficulty on infrastructure that is not…
Olivier Le Moal Shares of Amicus Therapeutics (NASDAQ:FOLD) declined after the company announced the FDA approval of Pombiliti and Opfolda (which was called AT-GAA), which is the third treatment approved for the treatment of late-onset Pompe disease. The decline was most likely driven by a worse-than-expected label that says only patients who are not improving…
Kameleon007 “Your mind is like a parachute: If it isn’t open, it doesn’t work.” – Buzz Aldrin There are many aspects of navigating the financial markets that offer little to no value to an investor. Perhaps there is no bigger one than arguing about whether it’s a BULL or BEAR market. For one thing, these…
While Polygon Zero is claiming the code was used without the original copyrights or clear attribution to the original authors, Matter Labs stated that the code was “prominently attributed” in a line atop one of the files in question. Polygon and Matter Labs continue their competition on building zero-knowledge rollups. Polygon’s unit Polygon Zero, which is standing behind a layer…