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German fintech hits €12.5bn valuation in deal backed by Peter Thiel
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US defence act passes in rebuke to Trump administration’s stance on Europe
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Omnicom Group: Changing Landscape With Greater Risks (NYSE:OMC)
Investment thesis Our current investment thesis is: OMC is a well-regarded advertising business, with a…
Economists expect Fed to defy investors with more interest rate rises
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Atmus Filtration: First Reading Post IPO Looks Positive (NYSE:ATMU)
In May, I concluded to filter the public offering of Atmus Filtration Technologies (NYSE:ATMU) as…
New York climate march sets tone for week of UN talks
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Coca-Cola: Why I’m Turning Bullish Even As Fear Struck Investor (NYSE:KO)
I last updated investors on The Coca-Cola Company (NYSE:KO) in early January as I downgraded…
Those trying to pick AI winners should remember the dotcom days
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Deflation, Stag Or Crack-Up Inflation?
Goldilocks is transitional; it's what's next that will represent the next major macro theme Ever…
California accuses Big Oil of covering up climate change risks in lawsuit
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Energy Transfer: An Old Adversary Threatens A Material Future Change (NYSE:ET)
Energy Transfer (NYSE:ET) has had a quiet time since the Army Corps was ordered to…
Giorgia Meloni calls for EU help to deal with surge in migrant arrivals
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Hasten’s $325M Deal For China Rights To PCSK9 Cholesterol Therapy
Deals and Financings Shanghai Hasten Biopharma entered a $325 million agreement for greater China rights…
Ukraine steps up efforts to break Russia’s Black Sea blockade
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Plenty Of Liquidity Around | Seeking Alpha
"The flood of cash into money market funds over the past eight and a half…
Chinese shadow bank exposed to troubled property developers
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The Fed May Shatter The Rate-Cut Fantasy This Week
The Fed may pass on raising rates this week, but that doesn't mean they are…