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Archives by Year:
Blackstone Secured Lending Fund: A “Rock-Solid” 10% Yielder?
The Blackstone Secured Lending Fund (NYSE: BXSL) is a business development company, or BDC, that lends money to private firms. It is a subsidiary of the trillion-dollar asset manager Blackstone.The company has $11.3 billion in assets, 99% of which are first lien senior secured debt. That means these loans are first in line to be paid back […]
New Data Suggest Hiring Has Never Been This Bad
Image Source: Pexels People imagine a recession is when masses of people are being laid off and so consumer spending isn’t just negative, it must be crashing. While those can happen in a downturn, they tend to show up at the end. So, if you’re waiting for those to make a determination you’ll be way too […]
Dot Plot Of Fed Projections Suggests 1-2 More Quarter-Point Cuts This Year
Fed Summary of Economic Projections The Fed projects the unemployment rate will hit 4.4 percent this year.The current unemployment rate is 4.1 percent.Unemployment Rate Asymmetric Policy AdjustmentsOne key take away from today’s report is the Fed’s asymmetric policy decisions. At the first sign of trouble, the Fed is cutting rates by a half-point.When inflation was […]
Trump Or Harris: Corporate Tax Winners And Losers
Image Source: Unsplash Not surprisingly, Donald Trump and Kamala Harris are taking opposite approaches to modifying the corporate tax code. If enacted, both proposals would significantly impact corporate profits and, thus, share prices. Currently, the plans are only campaign promises. History repeatedly reminds us that many political promises are meant to drum up votes. “Read my […]
Should You Buy New Dividend Payers: Meta, Google, And Salesforce?
Image Source: Pixabay Meta Platforms (META), Alphabet (GOOGL), and Salesforce (CRM) were healthy businesses making profits and seen as “the big guys”. Why did they start paying a dividend? What does it change for them… and for you? Should you grab some shares?More By This Author:Which Market Wins? Canadian Vs U.S. Stock Battles10 Amazing Dividend Growers […]
The First Cut Is The Deepest: Fed Kicks Off Easing Cycle With 50bps Rate Cut
Today’s U.S. Federal Reserve (Fed) decision was more consequential than normal for two reasons.First, it marked the start of the long-awaited easing cycle with the central bank shifting its focus away from inflation risks and toward protecting the U.S. labor market and economic expansion. While the Fed’s track record in achieving such a soft landing is checkered, […]
Super Micro Computer Stock Could Reach $600 Despite Ongoing Short-Seller Attacks
Image Source: Unsplash Super Micro Computer (SMCI) received a significant vote of confidence today as Needham initiated coverage with a price target of $600 and a “Buy” rating.Currently trading below $450, the company is positioned for substantial growth, particularly driven by its dominance in the AI server market.Despite a recent short-seller attack and margin pressure, Needham’s […]
50bp Cut From The Fed As It Looks To Move Rates To Neutral Quickly And Avert Recession
The US Federal Reserve wants to get to neutral quickly as it increasingly prioritises potential jobs weakness at a time when it is more comfortable with the inflation backdrop. We look for a further 150bp of cuts by next summer, but the risks are skewed towards the central bank doing more.So we get the 50bp interest […]
How To Invest In The Energy Source Of Tomorrow
Image Source: Unsplash The carbon-free renewable energy craze has about run its course. Wind and solar power don’t work without massive government subsidies and tax credits. They also don’t work when the sun doesn’t shine, or the wind doesn’t blow. Still, humanity needs reliable energy. But traditional nuclear power plants are too expensive to build and […]
Microsoft Boosts Dividends And Launches A New Buyback Program
Image Source: Pixabay Microsoft (Nasdaq: MSFT) investors received a double dose of positive news on Tuesday morning, as the technology giant disclosed both a dividend increase and a new share repurchase program. These announcements and the market’s generally optimistic mood sent Microsoft stock nearly 2% higher in early-session trading.At the same time, Microsoft remains a bellwether […]
