Market Review North America U.S. Real Estate Investment Trusts (REITs) remain attractively priced, trading at about a 6% discount to net asset value (NAV),...
Follow Play Earnings CallPlay Earnings Call Birkenstock Holding plc (BIRK) Q4 2025 Earnings Call December 18, 2025 8:00 AM EST Company Participants Megan Kulick...
Investment Thesis Core & Main’s (NYSE:CNM) revenue growth prospects are mixed with resilient demand in the municipal markets and a potential recovery in the...
The Biden administration has begun sending student loan forgiveness approval emails to borrowers approved for discharges under a temporary account adjustment initiative. This is...
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...