Author: News Room
News of an apparent assassination attempt on former U.S. president Donald Trump has taken China’s heavily censored social media by storm, prompting conspiracy theories and a mockery of the U.S.…
In the summer of last year, I believed that inflation was aiding Kraft Heinz (NASDAQ:KHC) with their reported revenues, yet negative volume trends were concerning. Amidst these trends, the outlook…
Main Thesis/Background The purpose of this article is to evaluate the Nuveen California Quality Municipal Income Fund (NYSE:NAC) as an investment option at its current market price. This is a…
A flurry of major central banks will hold monetary policy meetings this week, with investors bracing for interest rate moves in either direction.The Federal Reserve’s highly anticipated two-day meeting, which…
I assigned a ‘Hold’ rating to Steris (NYSE:STE) in my article published in February 2024, highlighting their strong growth in Healthcare products alongside the weakness in Applied Sterilization Technologies (AST)…
MACOM Technology Solutions (NASDAQ:MTSI), a designer and manufacturer of high-performance semiconductor solutions for the telecommunications, industrial, defense and datacenter markets, has seen its stock lose some steam in the last…
This article is part of a series that provides an ongoing analysis of the changes made to Pershing Square’s 13F portfolio on a quarterly basis. It is based on Ackman’s…
Citigroup (NYSE:C) (NEOE:CITI:CA) is currently trading at ~0.65x tangible value (“TBV”) which is certainly a distressed valuation, although it did recover some in the last year or so. Still, the…
BEIJING — China’s persistent consumption slowdown traces back to the country’s real estate slump, and its deep ties to local government finances — and debt.The bulk of Chinese household wealth…
Expect A .25% Cut, and a Cautious Fed Statement, Buy The Dip Market participants have been traveling a well-worn path for 2 years. Every time there was some discussion about…