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After almost 3 years of full lockdown, Macao’s casinos finally opened in full in 2023. Their economy is mostly founded on tourism and in...
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This article was written by Follow Andrew Hecht is a 35-year Wall Street veteran covering commodities and precious metals. He runs the investing group...
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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),...
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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...
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Emerging market central banks responded quicker to inflation and remain in better shape financially than developed markets, and EM bonds may add resilience to...
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Back in February, I place a “Buy” rating on CarGurus (NASDAQ:CARG), arguing that its results were being muddied by issues at CarOffer, but that...
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A Barbell Maturity Structure Can Capture High Front- and Back-End Yields Historical and current analyses do not guarantee future results. For illustrative purposes only....
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In September of 2017, I received slightly over $100K from my former employer, representing the commuted value of my pension plan. I decided to...
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Why Anta? Global sportswear leaders like Nike (NKE) and Adidas (OTCQX:ADDYY) have been able to generate high ROICs (>20%) in their peak years. I...
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In January, I rated Energizer Holdings (NYSE:ENR) a hold and remarked that it was okay to take profits. I followed my advice and was...
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Preformed Line Products Company (NASDAQ:PLPC) has notable and well-covered tailwinds from U.S. infrastructure spending. For a business like Preformed Line Products (“PLP”) that sells...
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Topline Summary Xencor, Inc (NASDAQ:XNCR) is a biotechnology company mainly focused on the development and commercialization of anticancer medications. Through various successful partnerships, they...
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The US 10-year Treasury yield briefly crossed above the 5% mark yesterday (Oct. 19) – the highest since 2007 – before settling at 4.98%,...
