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Is the US about to screw SWFs?
Just ahead of Christmas, the US Inland Revenue Service dropped a bunch of proposed changes to Section 892 of the…
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Air Canada: Encouraging Growth In Passenger Revenue Per RPM (AC:CA)
Investment Thesis: I expect Air Canada to continue to see upside from here, on the…
European stocks tick higher after drop in US inflation
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Veeco Instruments: Boost From China Is Not Likely To Last (NASDAQ:VECO)
Veeco Instruments (NASDAQ:VECO), a supplier of semiconductor process equipment, had a terrific month of May,…
OECD tax plan targeting multinationals beset by clashes
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Fiserv: Continuing To Execute (NYSE:FI)
Fiserv (NYSE:FI) recently reported earnings, and the results were good. As a long-term shareholder, it…
Russian general attacks ‘senior bosses’ after being fired
Receive free Russian insurrection updatesWe’ll send you a myFT Daily Digest email rounding up the…
Oakmark Select Fund: Q2 2023 Commentary
Oakmark Select Fund (MUTF:OAKLX) – Investor ClassAverage Annual Total Returns 03/31/23Since Inception 11/01/96 11.08%10-year 8.69%5-year…
Chinese exports fall in June as economic problems mount
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FMIL: Active ETF Worth Keeping An Eye On (BATS:FMIL)
The Fidelity New Millenium ETF (BATS:FMIL) is an ETF version of Fidelity's long running Fidelity…
Core inflation falls, a lot
Receive free US inflation updatesWe’ll send you a myFT Daily Digest email rounding up the…
Recession In H2? CEOs Seem To Be Signaling That
Key Takeaways: S&P 500 EPS growth for Q2 2023 is set to come in at…
Extreme wildfires are here to stay. Can human beings really fight them?
The fire is in front of me. Wind drags the smoke into my eyes. One…
Oakmark Fund: Q2 2023 Commentary
Oakmark Fund - Investor Class Average Annual Total Returns(06/30/2023) Since Inception (08/5/91) 12.55% 10-year 12.05%…
Jean-Laurent Bonnafé, BNP’s longtime ‘introvert’ boss
Most chief executives might be tempted by the limelight if they had spent more than…
Harley-Davidson: Seems Like A Value Trap (NYSE:HOG)
Investment Thesis I wanted to take a look at Harley-Davidson’s (NYSE:HOG) financial performance in the…