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Goldman Sachs Emerging Markets Equity Insights Fund Q3 2025 Commentary
Market Review In the third quarter of 2025, the MSCI Emerging Markets Index rose by 10.64%, contributing to the strongest…
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VMBS: Agency Mortgages, A Top Idea From JPMorgan (NASDAQ:VMBS)
Thesis We have written about Agency MBS before, assigning Buy ratings on a couple of…
Foreign investors pile into Japan’s stock rally
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NIKE, Inc. (NKE) Q4 2023 Earnings Call Transcript
NIKE, Inc. (NYSE:NKE) Q4 2023 Earnings Conference Call June 29, 2023 5:00 PM ET Company…
Israeli PM Benjamin Netanyahu’s coalition dismayed by judicial overhaul concession
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Progress Software Corporation (PRGS) Q2 2023 Earnings Call Transcript
Progress Software Corporation (NASDAQ:PRGS) Q2 2023 Earnings Conference Call June 29, 2023 5:00 PM ET…
Chinese balloon was using US surveillance technology, finds FBI
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AMD Stock Has Reached Dangerously High Levels
Today I will take a little detour and talk about a tech-oriented stock. The technology…
US special envoy for Iran on leave amid security clearance review
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Cigna: Buy While It’s Still Cheap And Not Loved (NYSE:CI)
Healthcare stocks have generally not performed well this year, as the healthcare sector topped out…
Audi chief ousted after German carmaker lags behind rivals
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PHK: The Risk-Reward Still Doesn’t Excite Me
Main Thesis/Background The purpose of this article is to evaluate the PIMCO High Income Fund…
ECB hawks take aggressive stance on rates after UK inflation wake-up call
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Oracle Is The First Transformation Of The AI Era (NYSE:ORCL)
Good News/Bad News, But Mostly Good News My big takeaway for the cloud business from…
Google to pull its news service from Canada
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H2 Outlook: Prepare For The Hard Landing (SP500)
Note: This is a transcript of my expected July 3rd speech on H2 outlook. Effect…