Bond market focuses on inflation as yields overtake yesterday's highs
Youtube· 2025-09-12 18:48
Because tenure yields, Rick Santelli, they are back above 4%. We've got a big Fed rate meeting and decision on Wednesday. Where will the focus of your big brain and your market be the next few days.Well, I think the market's going to answer that question for me. yesterday. Well, yesterday it was all about 263,000.A big jump in uh initial jobless claims and we saw yields plummet even though CPI was close to expectations. Anybody who thinks it wasn't warm didn't really look at the numbers. And today, I think ...
Gemini shares rise after two stock halts following IPO
Youtube· 2025-09-12 18:48
Leslie, do we have trades or are we halted again. We have trades, although a lot of the air has come out of this one since first opening up. Gemini currently up about 24% uh trading around 3420 uh 55 there.The open price was 3701 and then this company priced its IPO at $28 a share. So, it's really just about finding where the supply uh which largely comprises retail of course as we've seen with a lot of these crypto IPOs where that meets uh or I'm sorry, the demand which comes from uh a lot of retail meets ...
How Crucial Are Managing Losses and LAE to Berkshire's Profitability?
ZACKS· 2025-09-12 18:46
Core Insights - Berkshire Hathaway's insurance operations are fundamental to its business model and growth, with GEICO, Berkshire Hathaway Reinsurance Group, and Berkshire Hathaway Primary Group as key components [1][4] - Effective management of losses and loss adjustment expenses (LAE) is crucial for underwriting performance, impacting both near-term earnings and long-term growth potential [2][5] Losses and LAE Management - Losses and LAE are critical drivers of underwriting performance, encompassing claim payments and settlement costs [2] - When effectively controlled, these factors enable Berkshire to generate underwriting profits and valuable float for reinvestment, enhancing long-term value [3][5] - Rising losses from catastrophes, inflation, and adverse developments can negatively affect underwriting margins and float [3] Competitive Landscape - Progressive Corporation and Allstate Corporation also emphasize disciplined management of losses and LAE to maintain underwriting profitability and long-term growth [6][7] Stock Performance - Berkshire Hathaway's stock (BRK.B) has increased by 9.2% year-to-date, outperforming the industry [8][9] Valuation and Estimates - BRK.B has a price-to-book value ratio of 1.6, slightly above the industry average of 1.56, and carries a Value Score of D [11] - The consensus estimate for BRK.B's third-quarter 2025 EPS remains unchanged, while the fourth quarter estimate has increased by 14.1% [12] - Revenue estimates for 2025 and 2026 indicate year-over-year increases, although the 2025 EPS estimate suggests a decline [13]
Is Operational Efficiency Supporting Tractor Supply's Profitability?
ZACKS· 2025-09-12 18:46
Key Takeaways Tractor Supply's Q2 net sales rose 4.5% y/y to $4.44B, with EPS up 2.8% to 81 cents, topping expectations.The gross margin improved 31 bps to 36.9%, supported by pricing discipline and supply-chain execution.Final Mile delivery now covers 15% of stores, boosting order values and customer repeat engagement.Tractor Supply Company’s (TSCO) second-quarter 2025 earnings underscore how operational efficiency is underpinning profitability even in a challenging retail landscape. The company posted rec ...
Rerating of gold mining companies has been really interesting this year: Van Eck CEO Jan van Eck
Youtube· 2025-09-12 18:46
Let's talk about that. Let's talk about crypto. Let's talk about more with one of our favorite guests.That is the CEO of Van Eek Associates, Yan Vanek. Yan, welcome. Great to be here.Brian, we got we got gold, we got silver, we've got crypto. Let's talk about a lot of things. Number one, why do you think that gold and silver, boring old expensive to hold metals are doing so well.Well, I mean, I think gold is in a multi-year trend of ddollarization where the demand for gold and gold holdings by foreign centr ...
Curanex Pharmaceuticals Inc. Announces Exercise of the Over-Allotment Option by Underwriters
Globenewswire· 2025-09-12 18:46
Jericho, New York, Sept. 12, 2025 (GLOBE NEWSWIRE) -- Curanex Pharmaceuticals Inc. (Nasdaq: CURX) (“Curanex” or the “Company”), a developmental stage pharmaceutical company focused on discovering and developing botanical drugs for inflammatory diseases, today announced that Dominari Securities LLC, which acted as the lead underwriter for the Company’s underwritten initial public offering (the “Offering” or the “IPO”), has exercised in full the over-allotment option the Company granted to the underwriters an ...
S&P 500, Nasdaq Try to Secure a Winning Week
Barrons· 2025-09-12 18:45
CONCLUDED Stock Market News From Sept. 12, 2025: Dow Slips After Hitting Record High Last Updated: 3 hours ago S&P 500, Nasdaq Try to Secure a Winning Week By Karishma Vanjani Stocks' relentless run has more room to run. Memberships Subscribe to Barron's Tools Customer Service Customer Center Network Cryptocurrencies Data Magazine Markets Stock Picks Barron's Live Roundtable Barron's Stock Screen Personal Finance Streetwise Advisor Directory That's the signal the S&P 500 and the tech-heavy Nasdaq Composite ...
COVID vaccine names take a hit after report of child deaths CDC presentation
Seeking Alpha· 2025-09-12 18:45
Companies that manufacture authorized COVID-19 shots are down significantly following word that a closely watched CDC vaccines advisory committee meeting next week will receive a presentation tying the vaccines to the deaths of 25 children. Moderna (NASDAQ:MRNA), Pfizer ( ...
WBD Up Over 50% Since PSKY Bid News, Must Jump Regulatory Hurdles
Youtube· 2025-09-12 18:44
Welcome back to NextGen Investing. It's now time for FOMO and we are talking the latest with the Paramount Sky Dance and Warner Brothers Discovery potential merger. Joining us now is Marley Kaden, host for the Schwab Network to give us some details.And I have to say, first of all, these companies have become such like conglomerates. It's a mouthful to say their their full titles together because they've bought so many other companies and now the entities are like, you know, Warner Brothers, Discovery, Param ...
Super Micro Computer: The AI Comeback Story Of 2025 Has Just Begun (NASDAQ:SMCI)
Seeking Alpha· 2025-09-12 18:43
With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.Last time I wrote about Super Micro Computer, Inc. (NASDAQ: SMCI ) stock was in early August, a few days before the company reported its fiscal Q4 2025 results , so I was generally justHe leads the investing group Beyond the Wall Investing with featu ...