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Harbor Diversified International All Cap Fund Q4 2025 Commentary (HAIDX)
Harbor Capital is an asset manager focused on curating an intentionally select suite of active ETFs that they believe have…
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Oracle shares rally on strong revenue forecast from AI data centres
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.Oracle’s shares…
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Philip Morris Q3 Earnings Preview: What Nobody Is Talking About (NYSE:PM)
Introduction Philip Morris International (NYSE:PM) is the undisputed leader in smoke-free products - thanks to…
News Corp break-up would unlock $7bn in value, says activist Starboard
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Shell Stock: Out Of The Doghouse (NYSE:SHEL)
Introduction One of the first articles I authored in Seeking Alpha was on Shell plc…
US tightens rules on AI chip sales to China in blow to Nvidia
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Broadcom: A Great Dividend Stock For The Next Decade (NASDAQ:AVGO)
When it comes to dividend stocks, there are a lot of great options out there…
Global warning system essential to beat future pandemics, says Cepi chief
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Nikola Stock: Dilution Continues Unabatedly – Sell (NASDAQ:NKLA)
Note: I have covered Nikola Corporation (NKLA) previously, so investors should view this as an…
Bank of America profits beat forecasts despite drag from low-yielding bonds
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
W.W. Grainger Stock: Compounder In An Ever-Changing Industrial Landscape (NYSE:GWW)
Investment thesis Our current investment thesis is: GWW is a quality business, owing to its…
‘A sense of solidarity’: how Poles mobilised in historic vote
Kasia Czarska drove 45 minutes on Sunday to vote in the town of Sulejówek on…
Opportunity Knocks For Municipal Investors
Market overview Municipal bonds posted sharply negative total returns in September amid heightened volatility. Interest…
Vladimir Putin visits Beijing for first time since Russia’s invasion of Ukraine
Stay informed with free updatesSimply sign up to the Russian politics myFT Digest -- delivered…
Portland General Electric: Underperformance Continues, Now At 10-Year Lows (NYSE:POR)
Dear readers/followers, While small, my investment in Portland General Electric (NYSE:POR) has not seen great…
Joe Biden to visit Israel to show support
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Geopolitical Shocks And Portfolio Construction
By Erik L. Knutzen, CFA, CAIA Investors should try to respond not to the events…