Think of the electric grid like the nation's highway system. Power plants are the factories. Big high-voltage lines are the interstates and local lines are neighborhood streets.When traffic gets jammed or a bridge goes out, the whole system slows.The most cost-effective way to harden the grid is first to maximize the use of our existing roads, then address the weak spots, and only after that, build new highways.This matters because for the first time in more than a decade, U.S. power consumption is rising a ...

CoinShares, the premier European digital asset manager with $10 billion in AUM, announced a merger with Vine Hill Capital Investment Corp. The merger will enable CoinShares to go public in the U.S., allowing investors to partake in CoinShares' ongoing growth. The firm is the largest digital asset manager in EMEA and the fourth-largest globally. Expansion into the U.S. market in recent years via ETFs reflects CoinShares' trajectory as a global player. With organic inflows resulting in over 200% AUM growth in ...

The U.S. labor market continued to show signs of cooling, with all major labor indicators pointing to a softening trend and a weak hiring environment. This data collectively pushed the odds of a Fed rate cut at the next meeting to 100%, with debate shifting to the size of the cut itself. In response, the S&P 500 retreated from its latest record high, and Treasuries tumbled to their lowest level in months. Employment Report The August employment report showed that 22,000 jobs were added last month, falling ...

You see that egg, walking the plank in the picture above? If Nvidia's ( NVDA ) chart were a Getty Images picture, it would look a lot like that. And as important as NVDA is to the S&P 500 (I'm Rob Isbitts, founder of Sungarden Investment Publishing. I run the new investing group Sungarden Investors Club, a community dedicated to navigating the modern investment climate with humility, discipline, and a non-traditional approach to income investing. I've been charting investments since the 1980s, and I spent d ...

The National Economic Council Director Kevin Hasset reiterating concerns about mission creep at the Federal Reserve. The Treasury Secretary Scott Besson writing in the Wall Street Journal, quote, "The Fed's new operating model is effectively a gain of function monetary policy experiment, overuse of non-standard policies, mission creep, and institutional bloat. The Fed must change course." Joining us now to discuss, Alan Zander, the chief economic strategist at Morgan Stanley Wealth Management. Alan, good mo ...

We are currently offering a free two-week trial to Distressed Value Investing . Join our community to receive exclusive research about various companies and other opportunities along with full access to my portfolio of historic research that now includes over 1,000 reports on over 100 companies.Ring Energy (NYSE: REI ) delivered oil sales volumes above expectations for Q2 2025 , and significantly reduced its lease operating expenses with a 12% reduction compared to Q1 2025. Ring also now expects 4% lower le ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’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 ...

Key Takeaways lululemon posted Q2 revenues of $2.5B and EPS of $3.10, beating expectations with strong digital sales.Hanesbrands saw Q2 sales of $1.5B and profit rise, fueled by a 420 bps gross margin expansion to 40.1%.HBI stock gained 29% in three months, while lululemon fell 35.2%, highlighting divergent investor sentiment.In the apparel industry, two names stand out for very different reasons: lululemon athletica inc. (LULU) and Hanesbrands Inc. (HBI) . While lululemon has carved out a premium niche in ...

Core Viewpoint - The company resembles an ETF more than a traditional operating company, indicating a focus on generating recurring revenue rather than engaging in typical operational activities [1] Group 1 - The company's structure and revenue model suggest it is more aligned with investment vehicles than with conventional business operations [1] - There is an emphasis on the stability and predictability of revenue streams, which is characteristic of ETFs [1]

Wall Street banking titan JPMorgan is cautioning investors that the Federal Reserve’s anticipated interest rate cut on September 17 could trigger a “sell the news” reaction in U.S. equities, despite a rebound in markets since April. According to the bank’s trading desk, led by Andrew Tyler, the rally faces mounting headwinds such as inflation pressures, softening labor data, ongoing trade frictions, and seasonal weakness in September. “This current bull market feels unstoppable with new support forming as f ...