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Why Main Street Capital Is The Best BDC

Why Main Street Capital Is The Best BDC

Image Source: Unsplash Main Street Capital (MAIN) usually sports the lowest yield and largest premium to NAV. Investors ask me why I recommend Main Street Capital with such a low yield compared to other BDCs and why I am willing to pay such a premium for the shares.As a start, based on its regular monthly dividend, Main […]
Trump’s presidency set to kickstart with crypto-focused executive orders

Trump’s presidency set to kickstart with crypto-focused executive orders

Key Takeaways Trump to issue crypto-focused executive orders on first day of presidency, reshaping US blockchain policy. Trump’s presidency is expected to usher in major policy shifts benefiting tech and crypto industries, with figures like Marc Andreesen and David Sacks influencing its direction. Share this article President-elect Donald Trump’s administration is set to prioritize the […]
With M&A Activity Heating Up, These Investment Banking Stocks Should Rise

With M&A Activity Heating Up, These Investment Banking Stocks Should Rise

Image Source: Nick Youngson CC BY-SA 3.0 Alpha Stock Images Mergers and acquisitions bounced back in 2024 after two terrible years, and it looks like the positive momentum will continue in 2025.Already, in the first two weeks of the year, there was a blockbuster deal announced in the energy space, with Constellation buying Calpine. It is one of the […]
S&P 500 Bounces Back As Traders Offload Tech

S&P 500 Bounces Back As Traders Offload Tech

The tech selloff continued for the Nasdaq, the only loser in today’s trading, while the Dow and S&P 500 reversed earlier losses by the close. The blue-chip index tacked on 358 points, with the likes of Caterpillar (CAT) and JPMorgan Chase (JPM) among its top gainers. Driving investors away from tech has been a pop in the […]
Hard Or Soft Landing?

Hard Or Soft Landing?

Image Source: Pexels With Fed rate cuts, a volatile stock market and a bear steepener, what kind of landing will the economy have?Video Length: 00:13:34More By This Author:Los Angeles Fires Impact & DARP Update Dollar Breakout Supports Real Estate Bear Steepener Alert
Bonds Never Attract Interest Until It Is Too Late To Take Notice

Bonds Never Attract Interest Until It Is Too Late To Take Notice

Image Source: Pixabay Bond investors love to remain in the background, but when the bond yields are on an upward march they are suddenly put under the microscope. We need an explanation for the global rise in yields since mid-September. The bond sell-off is nevertheless both intriguing and important as the US moves into a new […]
We’re In A Bullish Correction

We’re In A Bullish Correction

Image Source: Pixabay Stocks went out near the lows of the week on Friday, and by now, most of you are well aware of my high regard for closing prices. In other words, when stocks close at the lows of the week, it’s a strong signal that bears were the victor of that five-day period.Over the […]
A Significant Inflection Point

A Significant Inflection Point

Image Source: Pexels   Most modern efficiencies are deferred punishment. ~ Nassim Taleb Summary: Conflicting market signals suggest we’re near a significant inflection point. This means it’s key to be on your toes and stay nimble. Equity weakness is being driven by the rise in rates (10yr yield + 2std overbought). Stocks need bonds to find a floor. […]
China’s Trade Surplus Hit A Record High In 2024

China’s Trade Surplus Hit A Record High In 2024

Image Source: Unsplash Exports end the year on a strong note China’s December export growth rebounded to 10.7% year-on-year from 6.7% YoY in November, beating consensus forecasts. December saw USD335.6bn of exports, bringing the full year exports to USD3.58tr, which was good for a 5.9% YoY growth rate and comfortably higher than what most economists were […]
Key Events This Week: CPI, PPI, Retail Sales, Q1 Earnings Start And Fed Speakers Galore

Key Events This Week: CPI, PPI, Retail Sales, Q1 Earnings Start And Fed Speakers Galore

As DB’s Jim Reid writes in his weekly preview note, it’s hard to determine what’s icier at the moment, global bond markets or the weather across much of Northern Europe and even New York where sub zero temperatures have been the norm in recent days. But as the weather warms up a bit, whether the […]