Ironman is the alias of the blogger at Political Calculations, a site that develops, applies and presents both established and cutting edge theory to the topics of investing, business and economics. We should acknowledge that Ironman is either formerly or currently, and quite possibly, simultaneously employed as some kind of engineer, researcher, analyst, rocket scientist, editor and perhaps as a teacher of some kind or another. The scary thing is that's not even close to being a full list of Ironman's prof ...

分组1 - The article provides a top-down analysis of the information technology sector focusing on value, quality, and momentum metrics [1] - It aims to assist in analyzing sector ETFs, specifically the Technology Select Sector SPDR ETF [1] - The author, Fred Piard, has over 30 years of experience in technology and has been investing in data-driven systematic strategies since 2010 [1] 分组2 - Fred Piard runs the investing group Quantitative Risk & Value, which includes a portfolio of quality dividend stocks and innovative tech companies [1] - The group also offers market risk indicators, real estate strategies, bond strategies, and income strategies in closed-end funds [1]

Group 1 - MicroStrategy is increasing its Bitcoin holdings by utilizing structured digital credit to enhance the amount of Bitcoin per share [1] - The company's strategy focuses on controlled accumulation of Bitcoin, indicating a strong commitment to cryptocurrency investment [1] Group 2 - The investment approach aims to leverage market inefficiencies and contrarian insights to maximize long-term compounding while protecting against capital impairment [1]

I have been active in the market since 2011. Although I have to admit that I was 15 when I started, which means I had no idea what I was doing, I have literally followed the marketLeo Nelissen is a long-term investor and macro-focused strategist with a passion for dividend growth, high-quality compounders, and structural investment themes. He combines big-picture macro analysis with bottom-up stock research to identify durable businesses with strong cash-flow potential. Leo also writes for Main Street Alpha ...

Monte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with expertise in the technology, energy, industrials, and materials sectors. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the compani ...

Core Insights - The article emphasizes the importance of strong foundational companies in the technology, industrial, and conglomerate sectors for long-term success [1] Group 1: Company Focus - The analysis highlights a preference for companies with robust financials and strategic narratives that can provide insights into their market performance [1] - There is a commitment to understanding and explaining the financial details of businesses to aid in market comprehension [1]

Group 1: Mortgage Industry Changes - The mortgage industry is experiencing potential changes as the outlook on origination and servicing risks shifts, with a focus on increasing competition and lowering costs for consumers [3] - Federal Reserve Vice Chair for Supervision Michelle Bowman highlighted a significant decline in bank participation in the mortgage market, with banks originating only 35% of mortgages and servicing about 45% of mortgage balances as of 2023, down from 60% and 95% respectively in 2008 [4] - Proposed regulatory changes may include removing the requirement to deduct mortgage servicing assets from regulatory capital while maintaining a 250% risk weight on those assets, and increasing risk sensitivity of capital requirements based on loan-to-value ratios [4] Group 2: Impact on Non-Bank Lenders - Non-bank lenders have seen a significant rise in market share post-2008 financial crisis, and may face pressure to defend their margins against renewed competition from banks [5] - Major banks like Wells Fargo, Bank of America, and JPMorgan Chase may be incentivized to reclaim their market share in the mortgage sector, particularly for loans sold to or guaranteed by government-sponsored agencies [5] Group 3: Market Trends and Developments - The mortgage market is a key topic as the housing market begins to thaw, indicating a potential shift in dynamics that could benefit consumers [3] - The ongoing changes in the mortgage industry reflect broader trends in financial regulation and market participation, emphasizing the need for traditional lenders to adapt to a changing landscape [4][5]

Group 1 - The company High Yield Landlord is positioning itself for a market shift and offers access to its Top Picks for 2026, supported by over 500 five-star reviews and a 30-day money-back guarantee [1] - Jussi Askola, President of Leonberg Capital, leads the investing group High Yield Landlord, which focuses on REIT investing and provides real-time updates on its portfolio and transactions [2] Group 2 - The investing group features three distinct portfolios: core, retirement, and international, along with buy/sell alerts and a chat room for direct interaction with analysts [2]

Not only does the AI industry require scaling and increasing the computing power of data centers, it also requires solutions to ensure stable data transmission and energy efficiency. Credo Technology Group Holding Ltd (My professional journey in the investment field began in 2011. Today, I combine the roles of an Investment Consultant and an Active Intraday Trader. This synergistic approach allows me to maximize returns by leveraging deep knowledge in economics, fundamental investment analysis, and technica ...

Group 1: Danaher and Masimo Acquisition - Danaher (DHR) is nearing a $10 billion acquisition of medical technology company Masimo (MASI), which represents a premium to Masimo's nearly $7 billion market capitalization as of last Friday's close [3][4] - The acquisition would be Danaher's largest since its $21.4 billion takeover of Cytiva in 2020 [5] - Masimo's stock has increased by 32% in premarket trading, despite a 27% decline over the past year [3][5] Group 2: Norwegian Cruise Line and Elliott Investment Management - Elliott Investment Management has acquired over a 10% stake in Norwegian Cruise Line Holdings (NCLH) to advocate for operational and strategic changes [5][6] - Norwegian Cruise Line's shares have decreased nearly 4% year-to-date, underperforming competitors like Carnival (CCL) and Royal Caribbean (RCL) [6] Group 3: Costco Lawsuit - Costco (COST) is facing a class action lawsuit alleging salmonella contamination at its Nebraska chicken processing plant [8] - The lawsuit claims that Costco's failure to control salmonella poses a danger to consumers and violates their trust [8] - Costco reported that its $4.99 rotisserie chicken sales exceeded 157 million worldwide in 2025 [9]