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S&P 500’s Long-Term Risk May Produce Contrarian Stock Buys
This article was written byFollowI'm Rob Isbitts, founder of Sungarden Investment Publishing. I run the new investing group Sungarden YARP…
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What the New Orleans attack portends for 2025
Donald Trump’s instinctive reaction to the New Orleans terror attack was to claim it was carried out by an illegal…
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Harry Belafonte, activist and singer, 1927-2023
When Harry Belafonte died earlier this week, initial reports were divided on how to refer…
Letters to Evan Gershkovich, my friend in a Moscow jail
It costs 20 roubles per page to write to my best friend, 65 for the…
PJT Partners: Elite Firm With Unattractive Margins (NYSE:PJT)
Investment thesis Our current investment thesis is: PJT is positioned perfectly to steal more market…
Hedge funds lose $18bn betting against tech stock rally
Hedge funds betting against US technology stocks have been battered by $18bn of losses after…
POSCO Holdings Inc. (PKX) Q1 2023 Earnings Call Transcript
POSCO Holdings Inc. (NYSE:PKX) Q1 2023 Earnings Conference Call April 27, 2023 3:00 AM ET…
Learn to love ambiguity
To the After Impressionism show at the National Gallery. There is a Georges Seurat landscape…
6 May Dividend Kings To Buy Plus 4 To Watch
Foreword As a supplement to this article, please note that Dogs of the Dow has…
Federal Reserve review pins blame for SVB failure on Donald Trump-era rule changes
Silicon Valley Bank’s failure last month stemmed from weakened regulations during the Trump administration and…
L3Harris: A Ridiculously Undervalued Dividend Stock (NYSE:LHX)
Introduction By now, it's no hidden secret that I have been bullish on defense stocks…
S&P 500 extends rally after week of strong US tech earnings
US stocks advanced on Friday following a week of strong tech earnings, even as investors…
Crane Company Stock: A ‘Show Me’ Story (NYSE:CR)
Earlier this year, a rather interesting transaction was completed whereby Crane Company (NYSE:CR) was essentially…
Deal reached over Ukraine grain imports into EU
Poland and three other EU member states are to lift a ban on imports of…
Elanco Animal Health: Reality Has Finally Caught Up (NYSE:ELAN)
Elanco Animal Health (NYSE:ELAN) is an interesting case study - at least for me. And…
Lazard to cut 10% of staff to contain costs amid dealmaking chill
Lazard said on Friday that it would cut 10 per cent of its staff over…
Corporate Office Properties Trust 2023 Q1 – Results – Earnings Call Presentation (NYSE:OFC)
This article was written bySeeking Alpha's transcripts team is responsible for the development of all…