3 reits made for dummies

The first REIT model wasn't developed with all of us in mind. The idea went all the way to Congress under the ...

January 11, 2023, 7:00 am

The valuation argument to own google

Alphabet/Google continues to deliver record results each quarter, while the Tech Bust of 2022 has crushed the share quote. A 10-year low valuation and...

January 7, 2023, 5:35 am

Stock market sell-off: is etsy a buy?

Valid arguments can be made on both sides of the debate about this e-commerce platform....

January 6, 2023, 10:15 am

Eqt: 4x fcf, why natural gas is going to be strong in 2023

A nuanced analysis that describes the bear and bull case facing natural gas. EQT is priced at around 4x free cash flow on the assumption that natural ...

January 5, 2023, 11:57 am

Meta dealt blow by eu ruling that could result in data use ‘opt-in'

Irish regulator fines Facebook owner €390m after EU rejected argument for use of data to drive person...

January 4, 2023, 11:38 am

4 trading themes for 2023: #1 never underestimate the spending power of the us consumer

There are really only two camps in financial markets heading into 2023.

1. The group that thinks the Fed has hiked too m...

   January 1, 2023, 10:32 pm

2023 may be a scary year for big tech as scotus takes on section 230 cases

The fate of Section 230 hangs in the balance as the U.S. Supreme Court is expected to take up oral argument...

December 30, 2022, 8:40 am

Meta platforms: 3 reasons to buy

I continue to strongly believe that investing in META stock is a generational buying opportunity. In this article, I discuss 3 key ...

December 26, 2022, 1:33 am

Us data one to watch later today before the weekend

Core PCE prices are on the data docket in US trading today and that will might set out one final twist, albeit ...

December 23, 2022, 10:06 am

There's one big flaw in elon musk's argument that tesla stock is falling because the fed is raising interest rates

Tesla stock is down 39% since Elon Musk completed his purchase of Twitter, compared to a 1% decline in the Nasdaq 100....

December 21, 2022, 1:04 pm

Supreme court likely to ‘dismantle’ student loan forgiveness plan after it hears case, says harvard law professor

U.S. Supreme Court justices have scheduled high-profile arguments over President Joe Biden’s student ...

December 20, 2022, 6:14 pm

Rba considered 50bps, 25bps, and no change at dec meeting

Minutes of RBA’s December 6 meeting indicates that the board has considered three interest rate options of a 50bps hike, a 25bps hike, and no change...

December 20, 2022, 4:05 am

Rba december minutes: further rates hikes will likely be needed to balance supply & demand

Reserve Bank of Australia December meeting minutes

Headlines via Reuters:

• Board considered hiking by 25bp, 50bp or pausing at the...

  December 20, 2022, 12:31 am

Alibaba: is china investable?

The ongoing argument between many Alibaba bulls and bears does not seem to be about business fundamenta...

December 19, 2022, 3:16 pm

Exxon mobil: sanctions on russia are working

In addition to generating record profits in the oil and natural gas businesses, Exxon Mobil has all the chances to benefit from the potential global d...

December 17, 2022, 12:00 pm

Tightening thursday (ecb & friends), us data/surveys, labor market refuses to break, oil slumps, gold lower on strong dollar, bitcoin follows broader market

US stocks didn’t stand a chance today after digesting a hawkish FOMC decision and a round of data/surveys that support the ...

December 15, 2022, 5:41 pm

Nvidia's biggest businesses have product cycles around the corner: cowen's bull case for nvda

Matt Ramsay, Cowen, and Joseph Moore, Morgan Stanley, join 'TechCheck' to discuss Cowen's price target on Nvidia, Moore's bullish ...

December 15, 2022, 1:05 pm

Fed delivered the hawkish 50bp hike, now it is the ecb’s turn

Market movers today Market focus reverts to the ECB meeting today. The stabilization in euro area core inflation in November, paired with the weakenin...

December 15, 2022, 7:20 am

5 investment opportunities with over 700% upside, according to cathie wood

For investors, it's more important to understand the argument for why a stock will go up rather than fi...

December 10, 2022, 6:15 am

Weaker short-term inflation outlook, producer prices above forecast create confusion for us equities

US equity indices were mixed in choppy trade after producer prices rose more than forecast in November while inflation expectations fell over the near...

December 9, 2022, 6:44 pm