Justin Sullivan They say in thirty years, a burger and fries could cost $16, a vacation $12,400, and a basic car $65,000… No problem. You’ll eat in. You won’t drive. And you won’t go anywhere. TIAA-CREF advertisement (placed in The New Yorker in 1994). Since the Fed began raising interest rates in 2022, traders have…
Klaus Vedfelt The cosmetic services social media platform is developing its own clinics as well as a premium platform for high-end users So-Young International Inc.’s (NASDAQ:SY) latest quarterly results provided a facelift for its tired stock, which jumped 4% in the days after its announcement last week. Still, the small pop left shares of the…
B4LLS/iStock via Getty Images Introduction I’ve written four articles on SA about Mega Matrix (NYSE:MPU), the latest of which was in November 2022 when I said that Mano was the only NFT game in its alSpace metaverse universe and all signs pointed to a severe lack of interest from players. The company recently pivoted to…
MarsYu By Min Joo Kang & Chris Turner Summary of the BoJ’s new monetary policy framework The BoJ will restore the uncollateralised overnight call rate as a primary policy tool and set the rate in a range between 0% to 0.1% (a 7-2 majority vote). A continuation of its JGB purchases with broadly the same…
Gary Hershorn/Corbis News via Getty Images Investment Thesis Pfizer Inc. (NYSE:PFE) experienced a significant decline in its revenue, primarily due to a sharp decrease in sales from its COVID-19-related products and vaccines. This downturn led to a 36% drop in the company’s share price since its 52-week highs, positioning it as one of the most…
Dilok Klaisataporn Markets surprised to the upside in 2023, despite a host of challenges, and fought off a widely expected recession to finish the year near record highs. Looking ahead to 2024, the market rebound, combined with the Federal Reserve’s rate pause, has set the stage for a long-anticipated pivot toward rate cuts. Stock and…
Watcom At the beginning of the year, I wrote a cautious article on the Western Asset/Claymore Inflation-Linked Opportunities & Income Fund (WIW), warning that a ‘higher for longer’ Federal Reserve may prove to be a headwind for the duration-heavy WIW fund. I also warned that the WIW fund will likely retest its October 2022 lows,…
maxsattana Interest rate policy is starting to pivot, with the Federal Reserve guiding for three rate cuts next year. The news have sent markets reeling, with benchmark 10Y treasury rates down 0.50% these past two weeks, 1.0% peak to through. As market conditions seem to have somewhat stabilized by now, I thought to have a…
baona Earlier this month, I discussed an investment opportunity with the PIMCO Dynamic Income Fund (PDI) that I figured presented itself to investors: This 15%-Yielding CEF Is A Strong Buy. The core argument was to invest in fixed income assets liked mortgage-backed securities or bonds, or in closed-end funds that hold them, due to expectations…
CasarsaGuru Aehr Test Systems (NASDAQ:AEHR) has emerged as a notable player in the rapidly evolving semiconductor industry, as evidenced by its exceptional performance in Q1 2024. The company experienced a notable rise in net revenue and enhanced profitability. Its venture into silicon carbide and gallium nitride and engagement in silicon photonics highlight its dedication to…
Dilok Klaisataporn By Kevin Flanagan For the third time in a row, the Federal Reserve did what was widely expected and kept the Fed Funds target unchanged at the December FOMC meeting. As a result, the trading range remains at 5.25%-5.50%, still at a more than 20-year high-water mark. For all intents and purposes, it…
ricochet64 Investment Thesis Johnson Controls International (NYSE:JCI) is a building automation multinational based in the US. JCI traces its origin to the first-ever electric thermostat and has since grown to operate in over 150 countries with a wide breadth of service and product offerings. JCI is a leader in green buildings, pushing toward net zero…
maxsattana Investment Overview – AbCellera Stock Sinks As Drug Discoverer Fails To Replicate Early Success I last covered AbCellera for Seeking Alpha back in March, giving its stock a “sell” rating and outlining a few objections I had to the Vancouver, Canada-based drug discoverer’s business model. AbCellera shares have decreased in value by 34% since…
CHUNYIP WONG The iShares MSCI Japan ETF (NYSEARCA:EWJ) is a value-weighted fund that provides exposure to the Japanese markets. On the ETF specifically, we prefer alternatives which achieve very similar objectives but with lower expense ratios. On the broader macroeconomic picture of Japan, we think that while an accommodative environment has served the market well,…
Vera Tikhonova Ford Motor Company (NYSE:F) emerges as a beacon of strategic innovation in Q3 2023, capitalizing on its Ford+ strategy. This innovative strategy has broadened the company’s vehicle portfolio under the leadership of President and CEO Jim Farley while also sharpening its focus on improving operational effectiveness and tackling the enduring challenges related to…
Prostock-Studio WW International (NASDAQ:WW) has struggled for years with its core Weight Watchers business, facing falling revenues and subscribers in a highly competitive market. While the company’s recent acquisition of Sequence Health looks like a bold strategic play to pivot into weight loss medications, this high-risk move is unlikely to turn around WW’s weak fundamentals….
Huber & Starke As Charter Communications (NASDAQ:CHTR) celebrates its 30th anniversary, it is an opportune time to reflect on how the industry has evolved, how its Spectrum brand became the United States’ second largest cable operator (behind Comcast) with 32.2m customers and whether the value proposition still resonates with customers as strongly as in the…
da-kuk Things are starting to look interesting for SentinelOne (NYSE:S) investors. I’ll first share my general thoughts about SentinelOne, and thereafter, provide more analysis and details about recent developments. I’ll end off with how I think SentinelOne will be able to achieve breakeven in FY2025, using CrowdStrike (CRWD) as a benchmark. Thoughts Background SentinelOne was…
Andrii Yalanskyi/iStock via Getty Images Using three vantage points, the US dollar, the Gold/Silver ratio and the 10yr-2yr Yield Curve, broad markets are indicated to be at an important decision point There are a lot more indicators NFTRH uses to gauge the macro, but these three will suffice for the point of this article, which…
AsianDream Investors with a longer-term horizon will still find a lot to like with the Indonesian growth story. But selecting the right investment vehicle to ride the near-term shifts is key, and, in this regard, the iShares MSCI Indonesia ETF (NYSEARCA:EIDO) doesn’t screen as attractively here. To be clear, there are push-pull factors – on…
baphotte The Bank of Japan (BoJ) is taking the macro world for a spin. It’s shaking up its yield curve control (YCC) policy, expanding its trading band for 10-year GDP yields from a range of 50 basis points to a much broader range of 100 basis points. This is a remarkable move that introduces higher…