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Welcome to another installment of our CEF Market Weekly Review, where we discuss closed-end fund (“CEF”) market activity from both the bottom-up – highlighting...
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iFintechWorld
iFintechWorld
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This article was written by Follow Richard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the...
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Follow Play Earnings CallPlay Earnings Call Silicon Laboratories Inc. (SLAB) Barclays 23rd Annual Global Technology Conference December 11, 2025 12:50 PM EST Company Participants...
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Follow Play Earnings CallPlay Earnings Call Dynatrace, Inc. (DT) Barclays 23rd Annual Global Technology Conference December 10, 2025 12:50 PM EST Company Participants Rick...
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In just three weeks, the consensus has gone from questioning the validity of the bull market to putting its first correction behind us to...
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Shares of NiSource (NYSE:NI) have been a mixed performer over the past year, essentially treading water, though this has outperformed some other utilities that...
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ESAB Corporation (NYSE:ESAB) has seen excellent growth in the last year due to solid earnings amid macro headwinds. I believe that the company is...
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Inflation Softer Than Expected The big news from last week was that the inflation figures (CPI) came in softer than anticipated. Here is a...
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Thesis Because of my background in energy production, I regularly check in on several utilities. When I last wrote an article about Dominion Energy,...
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Prologis, Inc. (NYSE:PLD), my personal favorite REIT, stands as the largest publicly traded REIT in the US, with a market cap close to $104...
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Stock Overview Sparks could start flying in today’s research note as I cover my first stock in the electric utilities sector, NRG Energy (NYSE:NRG)....
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It’s been almost six months since I last wrote here about Trulieve Cannabis (OTCQX:TCNNF), calling out its excellent entry point then at $3.87. Indeed,...
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Is good news now good news? And is bad news now bad news? I think we might be there. Consider what transpired last week...
