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Archives by Year:
3 Hospital Stocks To Buy With Strong Earnings Estimate Revisions
Image: BigstockThe U.S. hospital industry has been in good health over the past year. The industry has been witnessing several positive catalysts, such as rising admissions, the resumption of elective procedures, and improvement in cybersecurity and other technological advancements.The Zacks-defined Medical – Hospital Industry has recently been in the top 1% of the Zacks Industry Rank. In […]
The Yen Carry Trade Unwind May Have Come Back To Life
Image Source: PixabayThis past week didn’t go as expected despite reserve balances falling to around $3.13 trillion. The JPM Equity Fund collar had too much of an impact, causing the index to get stuck between 5725 and 5750, preventing any meaningful breakout. That was one reason the market gave back all of its gains on Thursday […]
The Infinite Game In Telecom
Painting is by my father, Naum Katsenelson. Prints available on Naum Katsenelson.I’m back from a ten-day Japan trip. I went with my son Jonah and my friend Ben. Someone asked me why I went, and my reply was that three Vitaliys went – the investor (we met with ten companies), the writer (I’m working on a long […]
Coherent Corp: A Semiconductor Star Benefiting From Several Key Tech Trends
Photo by Steve Johnson on UnsplashMarket volatility can often depress the common buy-and-hold investor and drive them to poor decisions. Coherent Corp. (COHR) is one of the best examples we can give for why we maintain a five-year, buy-and-hold strategy for our Paradigm Portfolio, highlights George Gilder, editor of Gilder’s Technology Report.Like most of the semiconductor sector, Coherent Corp. has shown extreme volatility in […]
Bitcoin Soars To $66,000 As The Market Sees Green All-Around
Image Source: Unsplash This Week’s Summary The cryptocurrency market looks set to end the week at a total market capitalization of around $2.31 trillion. Bitcoin moved up by over 5% to trade at around $65,700. Ethereum increased by almost 4% to trade at around $2,660. XRP rose by 11%, Solana by 10%, and Shiba Inu by 36%. Almost all […]
The 7 Largest Companies – Sunday, Sept. 29
Image Source: PexelsHere is a brief look at the 7 largest companies by market capitalization as of Sunday, Sept. 29, 2024. Additionally, I have included the percentages of their gains on a year-to-date basis. Let’s dive into the numbers. Apple (AAPL) has a market cap of around $3.49 trillion, with year-to-date gains of +18.3% Microsoft (MSFT) has a […]
A Bond Bull
Image Source: PixabayMy two unabashed bullish calls – gold and bonds – have been doing just fine. I think precious metals are going to ease back for a while, but bonds seem well positioned to make another push higher.My general theme is that not only are interest rates going to fall, but they’re also going to keep falling […]
Pairs In Focus – Sunday, Sept. 29
Image Source: Pexels GBP/USD The British pound rallied during the course of the week, as it had initially pulled back, only for it to turn around and break above the 1.34 level during the middle of the day on Friday. The GBP/USD market has continued to see a lot of bullish behavior, and I think any dips in this space […]
DPLTA: Playing The German Back-End Game How Does It Work? How Is This Used By Activist Hedge Funds? Unintended Consequences Prominent Examples Conclusion
Guest Post by By Vincent Weber, CEO and Head of Research at Resonanz Capital, an investment advisory firm specializing in absolute return strategies. Santje09-iStockPhoto Activist hedge funds employ the German-back-end trade to profit from post-takeover litigation in Germany, with Elliott Management as a key player.The “German back-end” trade is a form of corporate activism used by event-driven […]
Boeing Union Says “Talks Broke Off” Amid Stalemate Over Pensions & Pay
Image Source: DepositPhotos Nearly 33,000 unionized Boeing (BA) factory workers are entering the third week of strikes after negotiations between the union and the aerospace giant collapsed over the weekend.On X, the International Association of Machinists and Aerospace Workers (IAM) wrote in a post late Friday that zero progress has been made on a new labor […]
