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By Carsten Brzeski, Global Head of Macro A 25bp rate hike looks like a done deal for next week’s European Central Bank meeting. However,...
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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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This article was written by Follow Other writing on Substack: https://yieldstrategies.substack.com/I am currently focused on income investing through either common shares, preferred shares, or...
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This article was written by Follow Fred Piard, PhD. is a quantitative analyst and IT professional with over 30 years of experience working in...
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What’s New… Let’s take a minute to look at the May employment report and try to decide what happened that caused Wall Street to...
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By Liqian Ren In an emerging markets portfolio, Taiwan typically represents around 15% of the total allocation, with mainland China accounting for approximately 33%....
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As the digital revolution peaks, mobile devices and computers have become a staple. Households and businesses globally rely on these gadgets. Their appeal increases...
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Investment Thesis With what seems like a good turnaround story post-scandal and aggressive expansion domestically and slowly outside of China, I wanted to take...
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[What are the ramifications for investment managers in dealing with a business environment of accelerating change and the seemingly ongoing assaults on the investment...
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Introduction I always like to start my articles, when I can, by reviewing any previous coverage I’ve had of a stock. In Advanced Micro...
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As long discussed, NIO Inc. (NYSE:NIO) has struggled over the last year to make the next step forward in the global electric vehicle (“EV”)...
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To avoid spending more than a third of their income on rent, tenants paying average prices in 11 major U.S. markets would need to...
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Investment thesis Recently, several high-profile investors have been buying shares of Alibaba Group Holding Limited (NYSE:BABA). As shown in the chart below, these investors...
