Core Insights - Gold has experienced significant price increases recently, although it has also faced increased volatility in the past weeks, attracting considerable attention to the metal [2]. Group 1: Investment Strategies - The CEF/ETF Income Laboratory manages portfolios focused on closed-end funds (CEFs) and exchange-traded funds (ETFs) that target safe and reliable yields of approximately 8% [2]. - The service offers managed portfolios, actionable income and arbitrage recommendations, and in-depth analysis of CEFs and ETFs, catering to both active and passive investors [2]. - The majority of the holdings in these portfolios are monthly payers, which aids in faster compounding and smoother income streams for investors [2].

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

Financial Sector Overview - The financial sector has experienced a downturn after a strong performance from 2023 through much of 2025, indicating a shift in market dynamics [1] - Major banks have stalled in their growth, and Berkshire Hathaway's stock has traded sideways, reflecting a broader trend of stagnation in the sector [1] - Broker-dealer equities are currently in decline, suggesting potential challenges for firms operating in this space [1] ETF Focus - The article revisits the iShares US Broker-Dealers & Securities Exch ETF, highlighting its relevance in the current market context [1]

Core Insights - Newmont Corporation (NEM) has confirmed its strategy to create long-term potential for scaling and growing the company's financial performance following the release of its Q4 2025 quarterly results [1] Group 1: Company Strategy - The company is focused on implementing a strategy aimed at enhancing its long-term growth and financial scaling [1]

PresentationYujiro HataFounder, President, CEO & Director Thank you so much to you and Evercore for hosting this fireside chat today with the IDEAYA management team. So IDEAYA Biosciences, we're a leading precision medicine oncology company. We have 9 programs in the clinic. So a very deep and diversified portfolio. Umer, as you know, our most advanced program is Darovasertib, which is now currently in 2 Phase III randomized studies, one in the first-line metastatic uveal melanoma indication and then next ...

Core Insights - PayPal Holdings, Inc. (PYPL) has been experiencing disappointing performance, marked by volatility in its executive leadership and takeover rumors [1] Company Overview - The new CEO has withdrawn, indicating potential instability within the company's management [1] Investment Analysis - The article highlights the importance of identifying undervalued companies with strong balance sheets and management teams, particularly in sectors with long-term growth potential [1]

Johnson Controls International ( JCI ) does not slow down the pace gained after Q3 and continues to delight investors with strong quarterly results. At first, I recommended Hold on the stockHi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked across sectors — from telecom to industry — and found that behind every financial statement is a real story. ...

Silvercorp ( SVM ) hasn't been on my radar for a long time, simply because of its geopolitical risk. I've shied away from buying the stock as it owns silver mines in China. A Canadian silver miner based in China? In thisAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in SVM over the next 72 hours. I wrote this a ...

This account is managed by Noah's Arc Capital Management. Our goal is provide Wall Street level insights to main street investors. Our research focus is mainly on 20th century stocks (old economy) undergoing a 21st century transformation, but occasionally we'll write on companies that help transform 20th century firms as well. We look for innovations in a business model that will cause a stock to change dramatically.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of th ...

Core Viewpoint - The SaaS sector is experiencing significant market cap losses, exceeding $800 billion in 2026, attributed to the perceived threat of AI, described metaphorically as a "black plague" [1]. Group 1: Market Impact - The SaaS industry has faced a dramatic decline in market capitalization, with losses surpassing $800 billion in 2026 [1]. Group 2: Investor Sentiment - There is a prevailing sense of panic among investors on the NYSE, indicating a broader market concern regarding the implications of AI on the SaaS sector [1].