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AI: Short Circuit? | Seeking Alpha
Fiduciary Management, Inc. (“FMI”), founded in 1980, is an independent money management firm based in Milwaukee, Wisconsin. FMI’s equity investing…
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Goldman and Morgan Stanley investment bankers ride dealmaking wave
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A Lookback: CVR Partners And Market Surprises (NYSE:UAN)
Investment Thesis The global markets for agriculture, gas, and fertilizers are complex and notoriously difficult…
Israeli raid on West Bank city sparks intense battle with Palestinian militants
Israeli forces killed at least four Palestinians and wounded 45 more in an intense gun…
Cummins: Powering Its Engines (NYSE:CMI)
In the summer of last year, I believed that Cummins (NYSE:CMI) was transforming its business…
EU energy ministers lash out at Polish effort to extend coal subsidies
EU energy ministers have railed against an effort by Poland to extend subsidies for coal…
CDC Vs. SCHD: Comparing Downside Protection To Upside Maximization
The VictoryShares US EQ Income Enhanced Volatility Weighted ETF (NASDAQ:CDC) is a fascinating financial product…
Raytheon boss says complete decoupling from China is ‘impossible
Western manufacturers will be able to de-risk their operations in China but will find it…
Retailers Earnings Estimates Just Dropped Suddenly And Sharply: Recession Imminent?
Whiplash Most retailers reporting in May easily beat earnings estimates yet sharply guided down current…
Antony Blinken meets Xi Jinping as US and China seek to ease strained ties
Antony Blinken met China’s president Xi Jinping on Monday afternoon, according to state media, as…
CEF Weekly Review: Is A Net Income Snap-Back In The Cards For CEFs?
This article was first released to Systematic Income subscribers and free trials on June 11.…
BlackRock and JPMorgan help set up Ukraine reconstruction bank
BlackRock and JPMorgan Chase are helping the Ukrainian government set up a reconstruction bank to…
China’s EV Sector At Crossroads As Nio Joins Bloody Price War
Used to being praised for its cutting-edge electric vehicles (EVs), Nio Inc. (NIO, 9866.HK) found…
Experimental gene therapy tests US system of fast-track drug approval
Maria Jose Contreras holds bitter memories of the day she was told by doctors that…
Enphase Energy: A Deep Dive Into The Solar Market Trends (NASDAQ:ENPH)
Investment Thesis Despite the recent rally in the market, Enphase Energy's (NASDAQ:ENPH) performance continues to…
Assets invested in global exchange traded funds hit record $10.32tn
Assets invested in global exchange traded funds have hit a record of $10.32tn off the…
Vacasa: Lack Of Short-Term Catalyst To Rerate The Stock (NASDAQ:VCSA)
Description My concern regarding Vacasa (NASDAQ:VCSA) facing a period of "winter" with no incremental investors…