Before when we were bringing you on uh we were talking to you about some of that delayed data that's coming up later today. The October November jobs report. The combination of that we're looking at potentially the estimate at least 50,000 jobs added unemployment ticking up to 4 and a.5% highest level since October of 2021.I want to ask you does that matter to the markets. Does it matter to the Fed when we know there's going to be a lot of twist and turns before that next Fed meeting. Well, there'll definit ...

Core Insights - The article discusses potential investment opportunities in PHM, indicating a possible long position within the next 72 hours [1]. Group 1 - The analyst has no current stock or derivative positions in the companies mentioned but may initiate a beneficial long position [1]. - The article expresses the author's own opinions and is not influenced by external compensation [1]. - There is no business relationship with any company whose stock is mentioned in the article [1].

Core Insights - Neuberger Berman was established in 1939 with the primary goal of delivering compelling long-term investment results for clients [1] - The firm operates with a culture focused on fundamental research, investment insight, and continuous innovation [1] - Neuberger Berman manages a diverse range of investment strategies including equity, fixed income, private equity, and hedge funds [1] Company Overview - The firm has a global presence with offices in 39 cities across 26 countries [1] - Neuberger Berman employs 763 investment professionals and a total of 2,850 employees [1] - The company has achieved high retention rates among senior investment staff and has been recognized in the Pensions & Investments "Best Places to Work in Money Management" survey since 2014 [1] Investment Philosophy - As a private, independent, employee-owned investment manager, Neuberger Berman is aligned with the long-term interests of clients [1] - The firm has no external parent or public shareholders, allowing it to focus solely on its core mission [1] - Employee compensation is directly linked to team and firm strategies, fostering a collaborative investment approach [1] Financial Metrics - As of June 30, 2025, Neuberger Berman manages $538 billion in assets [1]

PepsiCo has reshuffled parts of its team of senior executives as part of its efforts to speed up the company's growth. The changes, which will take effect later this month, were announced yesterday (15 December) and come as the US group looks to improve its performance after pressure from activist investor Elliott Investment Management. Steven Williams, the CEO of PepsiCo's business in North America, has been moved to a new combined position of vice chairman and global chief commercial officer. William ...

Company Updates - Ford (F) anticipates a significant $19.5 billion write-down and will cease production of several electric vehicles due to poor sales performance, as stated by CEO Jim Farley [3] - Tesla (TSLA) directors have reportedly earned over $3 billion through stock awards, indicating substantial compensation linked to company performance [7] - PayPal (PYPL) has applied to establish a bank focused on small business lending, marking a strategic move into the banking sector [7] Labor Market Insights - The upcoming November nonfarm payrolls report is expected to show an increase of 40,000 jobs, a decrease from the 119,000 jobs added in September, with the unemployment rate projected to rise to 4.5% [5] - Wells Fargo economists predict a loss of 60,000 jobs for October, while expecting a gain of 45,000 jobs for November, highlighting a "tenuous position" in the labor market [6] - Average hourly earnings are anticipated to rise by 3.6% year-over-year, down from 3.8% in September, indicating a deceleration in wage growth [5] Market Reactions - The jobs data is expected to significantly influence equity markets' perception of interest rate policy, with moderate labor market weakness potentially being viewed positively by investors [6] - Current market conditions reflect a "good is bad/bad is good" regime, suggesting that a strong jobs report could diminish the likelihood of interest rate cuts next year [6] Economic Calendar - Companies reporting earnings today include Lennar (LEN), with a full earnings calendar available on Seeking Alpha [9]

Core Points - Nissan has commenced production of the third generation Nissan Leaf at its Sunderland plant, representing a GBP450 million investment in operations and supply chain [1][5] - The new Leaf is positioned as a smart, sleek, and aerodynamic vehicle that redefines possibilities for electric vehicles, marking a significant milestone for Nissan [2] - The Sunderland plant has undergone significant transformation to support EV manufacturing, including the introduction of advanced technologies and new equipment [3][4] Investment and Production - The investment of GBP450 million signifies Nissan's commitment to the UK automotive industry and the North East economy [1][5] - The production of the Leaf includes the implementation of factory of the future technologies, such as big data, virtual reality, and digital mapping [4] - A state-of-the-art battery marriage facility has been established, utilizing fully automated technology to integrate the battery into the vehicle efficiently [6] Technological Advancements - The Sunderland plant features 137 new press dies for the Leaf's body panels and 78 new high-tech robots for precision manufacturing [4] - The introduction of 475 automated guided vehicles enhances the efficiency of parts delivery directly to the production line [6] - Over 360,000 hours of training have been provided to the 6,000 team members involved in the production of the new Leaf [6]

Core Insights - Clearway Energy, Inc. (CWEN) has a stable business model that generates predictable cash flows, placing it in the "above average" tier according to the scoring framework used [1] Group 1: Business Model and Financial Performance - Clearway Energy exhibits steady EBITDA margins and healthy cash conversion, contributing to its classification as an above-average performer [1]

Core Insights - The company is incurring $19.5 billion in charges related to its electric vehicle (EV) investments as it adapts to consumer trends [1] Financial Impact - The $19.5 billion charge reflects the company's strategic shift towards aligning with evolving consumer preferences in the EV market [1]

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Core Viewpoint - GoldQuest Mining Corp. plans to conduct a non-brokered private placement of up to 24,793,399 units at a price of $1.21 per unit, aiming for gross proceeds of approximately $30 million, with no minimum offering amount [1][2]. Group 1: Financing Details - The private placement is expected to close on or before December 19, 2025, pending regulatory approvals, including from the TSX Venture Exchange [3]. - Each unit will consist of one common share and one-half of a common share purchase warrant, with each whole warrant exercisable at $1.80 per share for 24 months from the closing date [2][3]. Group 2: Strategic Importance - The financing is intended to strengthen the company's balance sheet and provide flexibility for exploration and early development activities in the Dominican Republic [2]. - The participation of new and existing institutional investors from the Dominican Republic is seen as a strategic advantage, reflecting confidence in the company's assets and approach [2][5]. Group 3: Use of Proceeds - Proceeds from the private placement will be allocated to early development activities at the Romero project, expansion of greenfield exploration drilling, and general corporate purposes [3].