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Domestic equities remained stable, but rising bond yields and inflation impacted sentiment, with evolving investor expectations about the Fed’s interest rate policy for March...
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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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Last month, Broadcom (NASDAQ:AVGO) unveiled its Q3 earnings (ending July) which surpassed sell-side expectations. The stock surged nearly 10% in the two days leading...
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Investment Thesis In our writeup dated Jan 14, 2023, we were of the view that the substantial underperformance of TH International Limited (NASDAQ:THCH) was...
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Flex Ltd. (NASDAQ:FLEX) provides multiple solutions for businesses. The company has achieved a margin that’s significantly above Flex’s long-term history, as the Nextracker segment...
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A recent article explores the efficacy of offshore trusts in protecting the assets of debtors, Go Directly To Jail, Do Not Collect $200! Do...
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Pioneer Natural Resources (NYSE:PXD) has been on a tear lately. Up more than 34% since mid-March, the mid-sized Oil & Gas production company has...
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When somebody mentions “yield curve inversion” almost everybody responds in a Pavlovian way with “recession”! And given the bad performance of equities in (some...
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Call Start: 14:00 January 1, 0000 2:33 PM ET Iron Mountain Incorporated (NYSE:IRM) RBC Capital Markets Global Communications Infrastructure Conference Call September 27, 2023...
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Aytu BioPharma, Inc. (NASDAQ:AYTU) Q4 2023 Earnings Call Transcript September 27, 2023 4:30 PM ET Company Participants Robert Blum – IR Josh Disbrow –...
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In February, I wrote that it was time to fade the rally in Himax Technologies, Inc. (NASDAQ:HIMX) as its core business was facing excess...
