Core Viewpoint - The focus is on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging, particularly in the context of increasing market volatility surrounding software stocks [1][2]. Group 1: Investment Strategy - The investment strategy emphasizes hard assets over software stocks, as hard assets are less susceptible to replacement by AI, offering "drama-free" income for conservative investors [2]. - The investment group iREIT®+HOYA Capital targets high-yield, dividend growth investment ideas, aiming for dividend yields up to 10% across various asset classes including REITs, ETFs, closed-end funds, and preferred stocks [2]. Group 2: Market Context - The current market environment is characterized by jitters over software stocks, making hard assets more appealing for investors seeking stable cash flow [2]. - The focus on defensive stocks with a medium- to long-term horizon is highlighted as a strategy to achieve dependable monthly income and portfolio diversification [2].

CAMBRIDGE, Mass.--(BUSINESS WIRE)--Forrester (Nasdaq: FORR) today announced the agenda for its global customer experience (CX) event series: CX Summit EMEA, being held in Amsterdam, June 8–10, 2026; CX Forum East, being held in New York City, June 16–17, 2026; and CX Forum West, being held in San Francisco, June 29–30, 2026. Today, CX, marketing, and digital business leaders are under mounting pressure to leverage AI to architect smarter end-to-end customer journeys, automate service, operation. ...

Paramount+ and HBO Max will be combined into one streaming service if regulators approve Paramount Skydance's acquisition of Warner Bros. Discovery, Paramount CEO David Ellison said on a conference call Monday.A combined service would have about 200 million subscribers given existing totals, Ellison said during his company's investor call about the WBD transaction. Paramount and Warner Bros. Discovery said last week they had struck an agreement to sell WBD for $31 per share after Netflix backed out of the p ...

Joining us now Tom Lee Fund strat global adviser set of research and a CNBC contributor could be down obviously a lot more straits of her moves maybe in in play at this point. in in past incidents like this and every single time it's happened, we've always said, well, in past incidents, it it it never lasts that long and decisions that are made about whether staying in or getting out of a market. Normally, standing pat has been the right move.>> That's right. I mean, nobody likes to see headlines and the im ...

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

price of crude is surging back with a seven handle on fears of a further supply disruption uh in Iran. Joining us now with more, Daniel Jurgen, S&P global vice chairman. Dan, so many different angles to to talk about.I I guess the first one I'd ask is, is Iran still capable of shutting the straits where people are afraid to go through. And is there anything we can do uh to degrade their ability to shut that the straight. We we're doing everything else.>> Joe, the thing is people are afraid to go through. I ...

The agency plans to suspend enrollment of beneficiaries into certain Medicare Advantage plans, Elevance says. ...

The prevalence of the internet has helped to create exciting new businesses. Just look at Peloton Interactive (NASDAQ: PTON) and Uber (NYSE: UBER). They are digitally enabled enterprises that leverage technology to serve their customers, selling innovative offerings. The exercise company's shares once were a big winner, but they trade 98% below their all-time high (as of Feb. 27). Shares in the ride-hailing and delivery business are 25% off their peak, but they have climbed 126% in the past three years. Wi ...

Core Insights - Crossroads Capital LLC reported a 2.7% net return in Q4 2025, with an annual return of 37.7% net, and a compounded rate of 21.2% gross and 17.1% net since inception [1] - The fund's overall non-delta adjusted gross and net exposure were 89.7% and 72.1% respectively by the end of December 2025 [1] - Market sentiment shifted rapidly in Q4 2025 due to concerns over the AI bubble, Federal Reserve uncertainty, and bearish positioning, highlighting market volatility [1] - The firm remains cautiously optimistic about market breadth and interest in small-cap stocks carrying into 2026 [1] Company-Specific Insights - Calumet, Inc. (NASDAQ:CLMT) is highlighted as a specialty products and renewable fuels manufacturer, with a market capitalization of $2.34 billion [2] - Calumet, Inc. stock closed at $26.96 on February 27, 2026, with a one-month return of 18.61% and a 52-week gain of 100.30% [2] - Crossroads Capital sold its position in Calumet, Inc. due to a disastrous DOE loan announcement and an ATM offering that undermined confidence in management [3] - Calumet, Inc. was held by 17 hedge fund portfolios at the end of Q4, down from 18 in the previous quarter, indicating a slight decrease in popularity among hedge funds [4] - The firm believes that certain AI stocks present greater upside potential compared to Calumet, Inc., despite acknowledging its investment potential [4]

Core Viewpoint - Airline stocks have experienced a decline due to concerns over rising fuel costs triggered by the ongoing conflict in Iran [1] Group 1: Industry Impact - The conflict in Iran has raised fears about potential increases in fuel prices, which could significantly impact airline operating costs [1] - Airlines are particularly sensitive to fuel price fluctuations, as fuel costs represent a substantial portion of their overall expenses [1] Group 2: Market Reaction - Following the news of the conflict, airline stocks have seen a notable drop, reflecting investor anxiety regarding future profitability [1] - The market's reaction indicates a broader concern about the stability of the airline industry amidst geopolitical tensions [1]