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The power struggle in the world’s narrow seas
It has become much harder to forget since the effective closure of the Strait of Hormuz.Hundreds rather than the usual…
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With Erdoğan ahead in Turkey’s elections, investors must reprice risks
The writer is chief investment officer of emerging market debt at FIM PartnersDebt and currency…
Fire & Flower Holdings Corp. 2023 Q1 – Results – Earnings Call Presentation (OTCMKTS:FFLWF)
This article was written bySeeking Alpha's transcripts team is responsible for the development of all…
Fed faces a long battle to trim inflation to its 2% target
Economists and policymakers are bracing for a long and rocky road back to the US…
Urban Outfitters: Margin Contraction Is Problematic (NASDAQ:URBN)
Investment thesis Our current investment thesis is: URBN is a quality business with several strong…
Investors must focus on margins in era of high rates, says Warburg Pincus boss
Higher interest rates have so fundamentally shifted the financial environment that investors must focus on…
Adobe: Shares Are Languishing, But AI Could Catalyze Growth (ADBE)
We observe that Adobe (NASDAQ:ADBE) stock has recently been subjected to market pressures, resulting in…
Erdoğan poll lead prompts soul searching for Turkey’s opposition
Flush with confidence that victory against Recep Tayyip Erdoğan was finally within reach, Turkey’s main…
A Tale Of 2 Indices
By Joseph V. Amato How an “optical illusion” might be making the S&P 500 look…
European stocks rise on cheering German economic data
European and Asian stocks rose on Monday as investors were cheered by German economic data…
Microchip Technology: Strong Stock Offering Exposure To A Growing Market (NASDAQ:MCHP)
Interlude Microchip Technology Inc. (NASDAQ:MCHP) is a prominent semiconductor company that specializes in creating and…
Turkey’s Erdoğan gains momentum as he navigates fight of his political life
If Recep Tayyip Erdoğan was rattled by the knife-edged nature of Turkey’s pivotal elections, with…
SmileDirectClub: Upbeat Earnings But No Change In Thesis (NASDAQ:SDC)
Recap We have covered SmileDirectClub (NASDAQ:SDC) since October of last year, and we have maintained…
Erdoğan leads in tight race for Turkish presidency
Turkey’s veteran leader Recep Tayyip Erdoğan on Monday led a hotly contested election to extend…
CDX: Hedged U.S. High Yield Exposure (NYSEARCA:CDX)
Thesis The Simplify High Yield PLUS Credit Hedge ETF (NYSEARCA:CDX) is a fixed income exchange…
Gold miner Newmont seals $19bn deal for Australia’s Newcrest
The board of Australia’s Newcrest Mining has unanimously backed a A$29bn ($19bn) takeover offer by…