JHVEPhoto/iStock Editorial via Getty Images Dear readers/followers, I’ve made no secret of my bullish longer-term stance on Chemours (NYSE:CC) over the past few years. The company has as of yet failed to “pop” in terms of valuation, despite what I would view as a materially attractive pricing for an attractive set of assets. However, this…
yocamon Dear readers/followers, Subaru, (OTCPK:FUJHY), or native ticker 7270 in Japan which is the one that I invest in, is an impressive automotive business with an upside that is one of the four Japanese companies I currently invest in. I have been invested in Subaru for about a year at this point, and despite a…
Adam Gault The U.S. economy is currently experiencing a rare event that hasn’t been witnessed since 1949: a shrinking money supply. M2 has declined by a whopping ~$700 billion since the hiking cycle began. This phenomenon is sparking discussions and debates about its causes, implications, and effects on various financial instruments, including the SPDR® S&P…
naphtalina/iStock via Getty Images Bond Values and Prices are the same. Equity Values and Prices are not always the same. However, dividend and long bond yield changes explain 97% of the Global X Dow 30 Covered Call ETF (NYSEARCA:DJIA) price changes. The yield of the 30-year T-bond has risen above the modified minimum yield of…
Scott Olson/Getty Images News Tupperware Brands (NYSE:TUP) received a new lease on life in early August when they were able to negotiate a debt restructuring that kept them out of a potential Ch.11 filing – at least for now. Investors have no idea what their current operations actually look like because they have not filed…
jhorrocks Introduction Mortgage rates have doubled and tripled in some countries since 2021. So, why aren’t residential real estate markets more distressed? For example, the average home price-to-income ratio in the United Kingdom is at an astounding 9x. This implies that most borrowers are spending more of their income on interest and amortization payments than…