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Role reversal: how foot-dragging France blindsided newly assertive Berlin
German Chancellor Friedrich Merz was making one last push to persuade EU leaders to use €210bn in frozen Russian sovereign…
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Zelenskyy to confront De Wever in stand-off over Russian assets loan
Good morning. There are only two stories in Europe today: First, will EU leaders agree to provide Ukraine with additional…
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SPY ETF: The Fed Likely To Cap The Bear Market Rally
First, let's me point that, based on my analysis, the recent breach of the 20%…
French AI fundraising sensation shows Europe’s got talent
They have a business concept, prestigious French engineering degrees, stints at US tech groups and…
Adobe: Our Favorite AI Stock Right Now (NASDAQ:ADBE)
Adobe Inc. (NASDAQ:ADBE) has quickly cemented itself a leader in generative AI tools geared toward…
Americans are staying right where they are
You would be forgiven for assuming that the US was in the middle of a…
Amazon’s Silent AI Revolution: Rethinking AWS’ Growth (NASDAQ:AMZN)
Investment Thesis With the AI rally underway and companies like Nvidia (NVDA) posting a 195%…
Why China’s economic recovery is hanging in the balance
Five months after China’s president Xi Jinping declared victory over the pandemic and relaxed stringent…
June FOMC Meeting: A Very Hawkish Pause
By Seema Shah At Wednesday’s meeting, for the first time since March 2022, the Federal…
Micron to invest $600mn in Chinese factory despite Beijing ban
Micron plans to invest more than $600mn in its factory in the Chinese city of…
XRMI: Risk Managed S&P 500 Return, Not Worth The Trouble
Thesis The Global X S&P 500 Risk Managed Income ETF (NYSEARCA:XRMI) is a fairly new…
Nissan’s internal leadership clash forces top executive’s exit
A bitter clash among the top leadership of Nissan has forced out an executive previously…
It’s A Coin Toss: Gold And Silver Analysis
By David Brady The Fed paused rate hikes on Wednesday but stated its intention to…
US bank regulator begins $460mn sale of SVB’s German assets
The US banking regulator has kicked off the sale of collapsed Silicon Valley Bank’s German…
ADMA Biologics: Adding Intrinsic Value Based On The Catalysts
Investment Summary A full 6-months have passed since my buy thesis on ADMA Biologics, Inc.…
Live news: Disney’s chief financial officer to step down for medical leave
Christine McCarthy, who has worked at Disney for decades, will stay on as an adviser…
Alpha Metallurgical Resources: High Quality At A Great Price (NYSE:AMR)
Company Overview Alpha Metallurgical Resources (NYSE:AMR) is an American mining company that produces coal in…