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Dollar sinks to three-year low on Trump tariff threat
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How smuggled US fuel funds Mexico’s cartels
The FT has uncovered dozens of suspicious shipments to Mexico, with millions of barrels of fuel falsely declared as industrial…
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The debt ceiling crisis is distracting Biden from his geopolitical agenda
It’s not the first time a White House pivot to Asia has fallen victim to…
Walgreens: Healthcare Might Shock This One Back To Life (NASDAQ:WBA)
Walgreens Boots Alliance (NASDAQ:WBA) is now offering one of the highest dividends yields in its…
Sony considers partial spin-off and listing of financial services unit
Sony said it would consider spinning off and relisting shares of its financial services arm…
Quick Thoughts On The Debt Ceiling
Manole Capital Management Debt Ceiling May 2023 Debt Ceiling: As we are writing this newsletter,…
European stocks gain as investor optimistic grows over US debt
European equities rose on Thursday, joining an overnight rally on Wall Street, as concerns over…
AT&T: The Knife Is Still Falling (NYSE:T)
Thesis I have been a long-term bull on AT&T (NYSE:T) and have been arguing for…
Global chipmakers to expand in Japan as tech decoupling accelerates
Seven of the world’s largest semiconductor makers have set out plans to increase manufacturing and…
Alexandria Real Estate: Expensive And Not As Safe As You Think (NYSE:ARE)
Alexandria Real Estate Equities (NYSE:ARE) is an office REIT focused primarily on life science tenants.…
Credit Suisse bondholders force Swiss regulator to release AT1 wipeout decree
Credit Suisse’s bondholders have forced Switzerland’s financial regulator to divulge the decree that wiped out…
The Great Dividend Divide: Spotting Clues From 2 Telling Companies’ Payout Changes
With the bulk of Q1 earnings season in the rearview mirror, investors have a better…
Germany’s Green star brought down to earth by cronyism and boilers
Cronyism, boiler bans, botched gas levies — after a whirlwind rise through the ranks of…
Archer-Daniels-Midland: Dividend King At Attractive Valuation (NYSE:ADM)
Introduction Archer-Daniels-Midland (NYSE:ADM), the agriculture giant with a $40 billion market cap, is trading 25%…
Xi Jinping courts Central Asia as Russian influence weakens
President Xi Jinping is stepping up efforts to boost China’s influence in Central Asia by…
The Path Of Least Resistance
As good as it gets? The U.S. stock market has been in rally mode dating…
TikTok faces first US state ban in Montana
TikTok is facing its first ban by a US state over national security concerns after…