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Thesis The PIMCO Energy & Tactical Credit Opportunities Fund (NRGX) is an energy equities closed-end fund (“CEF”). At least for now. The structure contains...
This article considers gold (XAUUSD:CUR) and the SPDR Gold Shares ETF (NYSEARCA:GLD) as a means for portfolio diversification, makes the argument that gold will...
Thesis With the Inflation Reduction Act providing sustained financial incentives to transition to renewable sources of energy, and the aggregate cost of photovoltaics now...
Marketing automation company, Klaviyo, Inc. (NYSE:KVYO), earned a first-day valuation of $9.2 billion, after going public this week. Klaviyo is part of a new...
Investors are always looking to move their capital to sectors that can offer the greatest returns. We believe a commodity super-cycle is underway that...
Investment thesis Our current investment thesis is: Jill’s growth has been underwhelming, as its niche demographic and competitive pressures have impeded the company’s progress....
Ares Commercial Real Estate Corporation (NYSE:ACRE) is a commercial real estate investment trust with a large portfolio of senior commercial mortgage loans. Though the...