News
Consumers discouraged by high interest rates and deteriorating financial health: study
Consumer satisfaction is taking a dip in the wake of high interest rates, driven up by inflation and the remnants…
indie Semiconductor: Not The Right Time To Cash Out (NASDAQ:INDI)
While indie Semiconductor, Inc. (NASDAQ:INDI) has gotten a boost off the lows from takeover speculation, the stock is still far…
Alibaba: Central Bank Gives Green Light To Investors (NYSE:BABA)
Thesis Summary Alibaba Group Holding Limited (NYSE:BABA) continues to trade near all-time lows, but it has seen a nice rally,…
Digital Realty Trust, Inc. (DLR) Nareit REIT Week: 2024 Investor Conference (Transcript)
Digital Realty Trust, Inc. (NYSE:DLR) Nareit REIT Week: 2024 Investor Conference June 4, 2024 8:45 AM ET Company Participants Andrew…
Pubmatic: The Market Is Underappreciating Its Potential
Pubmatic (NASDAQ:PUBM), a global digital advertising supply side platform (SSP), has carved out a series of competitive advantages that could…
Americans typically spend about 24% of their income on mortgage payments
Mortgage payments are up from a year ago but haven’t quite crossed the threshold many mortgage experts recommend that homeowners…
Deviations From Long-Term Growth Trends Back To Extremes (null:SPX)
In 2022, we discussed the market's deviations from long-term growth trends. That discussion centered on Jeremy Grantham's commentary about market…
Barrick Gold: Exceptional Profitability And Attractive Valuation (NYSE:GOLD)
My thesis Gold prices continue breaking new record highs in 2024 as geopolitical uncertainties mount, and I want to capitalize…