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SPX: Animal Spirits Are Finally Turning
Seeking Alpha· 2026-02-20 22:12
The stock market appears to be rolling over. The bubble in software stocks drove much of the market's rally over recent years and looks to be leading the reversal. There are signs that investors are no longer appreciating extremeI am a full-time investor and owner of Icon Economics - a macro research company focussed on providing contrarian investment ideas across FX, Equities, and Fixed Income based on Austrian economic theory. Formerly Head of Financial Markets at Fitch Solutions, I have 15 years of exper ...
Blackstone Mortgage Trust: Attractive Valuation After Q4 2025 Earnings
Seeking Alpha· 2026-02-20 22:01
With the S&P 500 down year-to-date after three consecutive years of strong gains, investors are rotating out of expensive megacaps into smaller value stocks. Against this backdrop, shares in Blackstone Mortgage Trust, Inc. (I ventured into investing in high school in 2011, mainly in REITs, preferred stocks, and high-yield bonds, starting a fascination with markets and the economy that has not faded despite the years. More recently I have been combining long stock positions with covered calls and cash secure ...
A U.S.-Iran War Could Trigger A Global Recession
Seeking Alpha· 2026-02-20 21:56
The S&P 500 ( SP500 ) is just below the all-time highs, and yet the VIX ( VIX ) is near 20. This means investors expect high volatility over the near term - and this couldAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business re ...
InterContinental Hotels Group PLC (IHG) Q4 2025 Earnings Call Prepared Remarks Transcript
Seeking Alpha· 2026-02-20 21:55
PresentationStuart FordSenior VP & Head of Investor Relations Hello, and welcome to IHG's 2025 Full Year Results Presentation. I'm Stuart Ford, Senior Vice President and Head of Investor Relations at IHG Hotels & Resorts. And shortly, you'll be hearing from Elie Maalouf, our Chief Executive Officer; and Michael Glover, Chief Financial Officer. Before we proceed, I'm obliged to remind all viewers and listeners that the company may make certain forward-looking statements as defined under U.S. law. Please ref ...
Zai Lab Limited (ZLAB) Presents at Citi's 2026 Virtual Oncology Leadership Summit Transcript
Seeking Alpha· 2026-02-20 21:44
PresentationYigal NochomovitzCitigroup Inc., Research Division All right. Okay. Great. Thank you. I'm Yigal Nochomovitz, biotech analyst here at Citi in New York. This is the second day of our Virtual Oncology Summit. It's my pleasure to have with me from Zai Lab, Rafael Amado, who is the Head of Research and Development at the company. So welcome, Rafael. Thank you for doing this. For those listening, if you have questions for the company, just e-mail me and then I can relay those over to Rafael. So maybe ...
Western Union: Attractive 10% Yield From A Remittance Giant Going Digital (NYSE:WU)
Seeking Alpha· 2026-02-20 21:41
Hunting for large‑cap, high‑yield dividend plays led me to The Western Union Company ( WU ) last October. The yield was an eye‑catching 11% back then, and I was quite sure I’d uncover something beneathI’ve managed my investments since 1999, gaining perspective across multiple market cycles. With a background in Economics and ongoing CFA certification, my focus is on uncovering mispriced assets that the market has overlooked. I conduct my analyses in a way that allows me to use them myself — not just casuall ...
Why 7.7%-Yielding AMLP Could Pay Even More In The Future
Seeking Alpha· 2026-02-20 21:38
The Alerian Master Limited Partnership ETF ( AMLP ) is one of the best vehicles through which to get exposure to master limited partnerships [MLPs]. MLPs, which have some of the highest yields out of all types of publicly traded securities, are very desirableAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am ...
Commvault Systems Continues Transition Against Headwinds (Downgrade)
Seeking Alpha· 2026-02-20 21:37
Donovan Jones is an IPO research specialist with 15 years of experience analyzing investment opportunities for U.S. IPOs.He also leads the investing group IPO Edge, which offers actionable information on growth stocks through first-look IPO filings, previews on upcoming IPOs, an IPO calendar for tracking what’s on the horizon, a database of U.S. IPOs, and a guide to IPO investing to walk you through the entire IPO lifecycle - from filing to listing to quiet period and lockup expiration dates. Learn moreAnal ...
FYEE's Next Act: Capturing Income Without Surrendering The Upside
Seeking Alpha· 2026-02-20 21:20
The Fidelity Yield Enhanced Equity ETF ( FYEE ) is yet another enhanced income covered call strategy based on an S&P 500-like portfolio. It has an active portfolio that intends to deliver total returns alongside the covered call option layer. The option strategyI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a ...
Microsoft: Why I Set A $370 Buy Order
Seeking Alpha· 2026-02-20 21:19
As you can tell, our core style is to provide actionable and unambiguous ideas from our independent research. If your share this investment style, check out Envision Early Retirement. It provides at least 1x in-depth articles per week on such ideas.We have helped our members not only to beat S&P 500 but also avoid heavy drawdowns despite the extreme volatilities in BOTH the equity AND bond market.Join for a trial and see if our proven method can help you too. ...