News

High levels of macroeconomic uncertainty have prompted Morgan Stanley to lower some of its estimates for Microsoft, but the ...
Block's mixed Cash App performance in FQ4'24 and lumpy FQ1'25 guidance have triggered the stock's selloff. Check out my ...
Corporate earnings, particularly for export-oriented and cyclical sectors, are sensitive to trade volumes. As trade volumes ...
China trade war impacts global markets, inflation, and tech giants like Tesla, as China leverages rare earth dominance. Click ...
MSTY is a single stock covered call ETF tied to Strategy, which is heavily linked to Bitcoin. Find out why I'm bearish on the ...
The path ahead for tariffs is still a wild card for the Fed with respect to inflation’s path. The market continues to ...
FS KKR Capital trades at a 21% NAV discount, offering value for passive income investors. Click here to read an analysis of ...
Discover how we navigated surprises in Q1, updated our portfolio strategy, and reviewed performance, including insights on ...
The outlook for the S&P 500's dividends in future quarters generally trended for the worse over the past four weeks since our ...
Nvidia Corp. faces challenges, with new U.S. licensing rules cutting $5.5B from quarterly sales and China's demand declining.
Discover why Bitcoin acts as a hedge against currency volatility and fiscal stimulus, with bullish trends pointing to a ...
GXO Logistics faces macroeconomic pressures, integration challenges and soft 2025 growth. Click here to read an analysis of ...