De-globalization is entering a new stage. And with deglobalization, the two biggest countries in the world are the United States ...Read More
Lithium #GreenHydrogen #Uranium #oil Few sectors left 2022 unscathed, but several sectors are catching my attention for 2023 ...Read More
In the beginning of the 19th century, a team of scientists saved the planet. There is a very real chance that neither you nor I would be here without their discovery. It's arguably one of the most important inventions in human history, yet most people I ask about it seem completely unaware.What we now consider basic chemistry was a life-changing discovery back then. It allowed farmers to grow exp...Read More
Vice Admiral Brad Cooper, commander of U.S. Naval forces in the Middle East, established Task Force 59 to rapidly integrate ...Read More
PIMCO High Income Fund invests in a leveraged bond portfolio that looks pretty safe and secure despite consisting of junk bonds. Find out if PHK is a good buy.Read full newsRead More
PIMCO Active Bond ETF is a diversified, high-quality, less volatile fixed income fund. Click here to read my analysis of BOND ETF.Read full newsRead More
Since 1927, the S&P 500 in January averages one of the most positive months. February averages the 2nd most negative month. Click for our view of the road ahead.Read full newsRead More
A more benign environment than we were expecting means we're revising our 2023-2024 EUR/USD profile substantially higher.Read full newsRead More
ACADIA Pharmaceuticals had one major disappointment in 2022 but has some potential new drug approvals on the horizon. Click here to read my analysis of ACAD.Read full newsRead More
The period after World War II could be a good comparison for the current inflationary period. Click for our view of where markets may head in 2023.Read full newsRead More
QuantaSing Group has filed proposed terms for a $41 million U.S. IPO. It provides online learning services for adults in China. Click here for more on QSG.Read full newsRead More
Vizsla Silver Corp. is a silver development company with great risk but also tremendous upside potential. Click here to read our view of VZLA stock.Read full newsRead More
Pacer Global Cash Cows Dividend ETF holds 100 large cap dividend stocks in developed countries. It is well-balanced. Click here for more on GCOW.Read full newsRead More
United Microelectronics Corporation (NYSE:NYSE:UMC) Q4 2022 Results Conference Call January 16, 2023 4:00 AM ETCompany ParticipantsMichael Lin - Head, IRJason Wang - PresidentChi-Tung Liu -...Read full newsRead More
I see negative sentiment on Elon Musk's actions as a misplaced driver for the sharp decline of Tesla's share prices in the past few months. See my view of TSLA.Read full newsRead More
Medical Properties Trust, Inc.'s future is unfolding as management guided. Pipeline to pay all past due amounts, though some will be deferred. Read more here.Read full newsRead More
Booz Allen Hamilton trades at a premium PEG in a market that has seen a general P/E compression in 2022. Find out why we rate BAH stock a Sell.Read full newsRead More
Moelis has the most to gain as certainty returns to the market. Click here for a full investment analysis of MC stock.Read full newsRead More
Fanuc's valuations are already pretty depressed based on a historical comparison. A Hold rating for FANUY stock is appropriate in my opinion.Read full newsRead More
Moderna recently delivered surprisingly positive results on its personalized cancer vaccine study with Merck's Keytruda. Click here for more on MRNA.Read full newsRead More