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How will strikes on Iran affect global energy flows?
Iran still has an outsized ability to rattle global energy markets.Markets will not reopen until Monday but a $10 rise…
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AI has driven investors to hallucinations
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.What will…
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EU struggles to reboot neglected Latin America relations
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Invitae Is Treading In Competitive Waters (NYSE:NVTA)
Introduction Invitae (NYSE:NVTA) is a leading provider of genetic testing services, digital health solutions, and…
Unicorn funding dries up
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Citigroup’s Management Needs To Execute With More Urgency (NYSE:C)
Value investing is about obtaining more value than the amount of money that you are…
An Update On The Banking Crisis
It has been roughly four months since the regional banking crisis started with the failure…
Intercontinental Exchange: One Of The Best Compounders In Finance (NYSE:ICE)
Introduction I am a big fan of stocks that fall in the growth/value hybrid category.…
Opera Stock: Are You Prepared? It’s Time To Get Out (NASDAQ:OPRA)
I last presented my thesis on Opera Limited (NASDAQ:OPRA) toward the end of June, as…
Stocks To Watch: Tesla Earnings, Labor Strikes and Russell 2000 Revival In The Spotlight
Get ahead of the market by subscribing to Seeking Alpha's Stocks to Watch, a preview…
So long, sourdough. I’m a sando man now
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Wedgewood Partners Second Quarter 2023 Client Letter
Review and Outlook Wedgewood Composite Net 2Q 8.1 YTD 18.7 1-Year 19.7 3-Year 13.3 5-Year…
The prospect of the childless city
Jo Riley is charging ahead — the brisk pace of a busy headteacher. The small…
Flex Ltd.: Nextracker IPO, Enphase Partnership Are Positive Catalysts (NASDAQ:FLEX)
Earlier this month, President Biden visited South Carolina and announced a $60 million investment by…
When wild swimming goes bad
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Apple Stock: Rooting For Another Decline (NASDAQ:AAPL)
The following segment was excerpted from this fund letter. Is There An App For That?…
Wagner fighters start training soldiers in Belarus
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