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Archives by Year:
Why Is The Market Punishing Decent Earnings?
Image Source: Unsplash Yesterday afternoon, I was invited onto a network at 4 pm EDT. Because that time coincides with the market’s close, I came prepared not only to discuss the day’s activity but also the earnings reports that would be arriving during that timeframe. As we wrote yesterday, investors have been all too quick to punish […]
Espresso and Polygon Labs partner to address rollup interoperability
Espresso Systems, a shared sequencer developer, has partnered with Polygon Labs, an Ethereum layer-2 scaling solution. The collaboration is meant to build out and produce an aggregation layer (AggLayer) that could solve the problem of fragmented liquidity across interoperable rollups.AggLayer, first introduced in January, is designed to enable transaction verification across multiple chains using a […]
TGT: Why This Undervalued Growth Stock Is A Buy Right Now
Image Source: Unsplash The stock market has been on a bull run for close to a year and a half right now, and whether or not it will continue is open to debate. However, what is pretty clear right now is that the markets are a bit overvalued, so investors need to be mindful of stocks […]
Yields Slide To Session Low After Stellar 30Y Auction
Image Source: Pixabay After a stellar 3Y auction and a solid, but tailing 10Y auction, moments ago the Treasury held the week’s final refunding auction when it sold $25 billion in 30Y bonds in yet another stellar auction.The high yield of 4.635% was fractionally below last month’s 4.671% (and well below the cycle high of 4.837%in […]
Can Weight Loss Companies Fuel Gains In Your Stock Portfolio?
The past year has seen a surge in the popularity of injectable medications for weight loss. Drugs like Ozempic and Wegovy, both made by Novo Nordisk (NVO), and Zepbound and Mounjaro, which are manufactured by Eli Lilly (LLY), are finding themselves in high demand, despite their hefty price tags and limited insurance coverage.This trend reflects a growing openness to pharmaceutical […]
Economic Moats: Intangible Assets, Cost Advantages, And Scale
Image Source: Pixabay Concluding our series of articles on economic moats, this week we look at the intangible assets, cost advantages, and scale efficiency factors that contribute to companies’ economic moats. Missed last week’s article? No worries, get it here. Intangible assets Intangible assets include intellectual property, brand equity, customer relationships, and proprietary technology. Intellectual Property (IP) […]
AMC Stock Price Forecast: Beware Of This Crucial Risk
Photo by Donreál Lunkin on Unsplash The AMC (NYSE: AMC) stock price continued its freefall on Thursday after the company issued a weak forward guidance. It plunged by over 6%, bringing the year-to-date losses to over 50%. In the past few years, the company’s market cap has moved from over $10 billion to about $881 million. Results were […]
Fed Forecasting: AI Or Markets?
Image source: Pixabay In a recent blog post, Vasant Dhar had some interesting remarks about the possible role of AI in Fed policy: Might AI help us better understand the data and design better economic policy interventions? Last week I had lunch with some central bankers who wanted to talk to me about AI. They were interested in […]
Mapped: Southeast Asia’s GDP Per Capita, By Country
In 1937, as America navigated the Great Depression, Russian-born economist Simon Kuznets presented a novel idea on measuring a country’s economy. And thus, gross domestic product (GDP) was born.Nearly eight decades later, measuring GDP, and GDP per capita—which helps make data comparable between populations—has become a benchmark statistic to compare and contrast countries’ economies and productivity.In this […]
Finding The Next Apple Using Buffett’s Logic
On the heels of Apple’s latest earnings report, the Wall Street Journal shared an article discussing how Apple became such an oversized investment of Warren Buffett’s company, Berkshire Hathaway. Given their success with Apple shares, we think it is worth understanding the logic that drove Buffett to accumulate such a large position in Apple.Unbeknownst to […]
