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The recently announced capacity restrictions in the Panama Canal have done more than any other factor to reduce effective fleet supply worldwide Investment thesis...
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This article was written by Follow Thornburg Investment Management is a privately owned global investment firm that offers a range of multi-strategy solutions for...
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This article was written by Follow IHS Markit (Nasdaq: INFO) is a world leader in critical information, analytics and solutions for the major industries...
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This article was written by Follow I’m a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued...
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Listen above or on the go via Apple Podcasts and Spotify Why Michael Gayed sees Phase 2 of a coming credit event going from...
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The fascination of shooting as a sport depends almost wholly on whether you are at the right or wrong end of the gun.”― P.G....
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Stocks continued to rally this week, with the S&P 500 climbing by 1%, approaching their July peak. The rally has been a 3-part move...
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This article was written by Lawrence Fuller has been managing portfolios for individual investors for 30 years, starting his career at Merrill Lynch in...
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Retail endured a tough Q3. NIKE (NYSE:NKE) and Target (TGT) were two of the worst large-cap performers, but both names caught a bid as...
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Deals and Financings Beijing’s BeiGene (BGNE; HK: 06160; SHA: 688235) acquired global rights to a preclinical novel cyclin-dependent kinase 2 (CDK2) inhibitor from Boston’s...
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The iShares MSCI Singapore ETF (NYSEARCA:EWS) has seen further weakness since I last covered the fund, and justifiably so, given the deteriorating domestic and...
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Potbelly Corporation’s (NASDAQ:PBPB) Q3 2023 earnings report confirms that its sequential sales growth is slowing. Adjusted for seasonality, Potbelly’s Q3 2023 sales were similar...
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Last week, Chinese internet company Tencent Holdings Limited (OTCPK:TCEHY) reported better-than-expected results for the third quarter. Tencent generated double-digit top line growth in Q3’23...
