Author: News Room
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…
The Global X U.S. Infrastructure Development ETF (BATS:PAVE) is one of the more intriguing thematic ETFs I’ve come across recently. PAVE seeks to profit from opportunities in the infrastructure. It’s…
Apple, Inc. (NASDAQ:AAPL) (NEOE:AAPL:CA) held their annual product release event last week and the market mostly yawned. The company launched the much-anticipated iPhone 16 with Apple Intelligence, yet the device…
On our previous coverage of Alibaba (NYSE:BABA), we saw enough data on the positive side of the ledger that we were able to give it a buy rating. It would…