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Burford Capital: A Conviction Buy Of A Future Industry Giant
Seeking Alpha· 2025-07-09 08:18
Burford (NYSE: BUR ) is the world's largest capital provider of litigation finance. It is the dominant player in the fast-growing litigation finance field. I believe Burford's established business model, proven track record, promising TAM, and independence from market volatility provide anMy investment philosophy centers on three primary areas of focus. First, I specialize in analyzing high-quality growth companies with sustainable competitive advantages and expanding market opportunities, particularly enjo ...
X @Bloomberg
Bloomberg· 2025-07-09 07:23
WPP cuts guidance, Galliford Try sees opportunities in UK infrastructure and London should drop listing "snobbishness" -- get briefed ahead of your morning calls with The London Rush https://t.co/TohazFz7uE ...
The tax on university endowments will more than quadruple under megabill
CNBC Television· 2025-07-08 15:00
The tax on many UN university endowments will more than quadruple in the new tax plan universities currently pay a tax on their endowment of 1.4%. Now the big bill creates three new tax rates based on the student adjusted endowment. So that's the total endowment divided by the number of students.So schools with adjusted endowments of between 500,000 and 750,000 they will still pay that 1.4%. Those between 750 and 2 million pay 4% and those above 2 million will pay 8% much better than the 21% that have been ...
Ford's Intensifying Recall Crisis: A Red Flag for Investors?
ZACKS· 2025-07-08 14:50
Key Takeaways Ford's recall pace in 2025 has already outstripped its total recalls from the entire previous year. Most recalls require physical repairs, signaling deeper design and manufacturing flaws at Ford. A recent recall hit 200,000 vehicles over rearview camera failures across multiple popular Ford models.U.S. legacy automaker Ford (F) is racking up recalls at a troubling pace in 2025, raising serious concerns about quality control and rising costs. In just the first five months of the year, Ford is ...
Rexford Industrial Realty: No End Of Pain In Sight
Seeking Alpha· 2025-07-08 13:00
Rexford Industrial Realty, Inc. ( REXR ) has been on my watch list for a very long time (see below for reasons). Every time I check the price, I see that the stock has**My articles represent my opinion only and in no way constitute professional investment advice. It is the responsibility of the reader to conduct their due diligence and seek investment advice from a licensed professional before making any investment decisions.**Analyst’s Disclosure:I/we have no stock, option or similar derivative position in ...
Trump spending bill to quadruple the tax on university endowments
CNBC Television· 2025-07-08 12:59
Tough university endowments are being hit with an 8% tax, but it could have been worse. Robert Frank joins us now with a breakdown of who gets hit and who escapes. Robert, good to see you.In fact, it could have been much worse. The tax on many universities endowments will more than quadruple in the new tax plan universities currently pay a tax on their endowment of 1.4%. Now, the big bill creates three new tax rates based on the student adjusted endowment.So, that's the total endowment divided by the number ...
I would have expected a bigger decline on the tariff news, says Jim Cramer
CNBC Television· 2025-07-08 00:03
Tariffs do matter. They raise prices almost immediately. If you slap a 25% tariff on all the cars and trucks we import from Korea and Japan, you're talking about roughly 17% of the vehicles sold in the US last year.Today, President Trump did precisely that, which would be a 25% price increase on about 16 of the US auto market. And that's on top of the existing tariffs on everything from Japan and South Korea. Now that's big enough to cause some inflation which is a major reason why the averages rolled over ...
Ford Motor Company (F) Falls More Steeply Than Broader Market: What Investors Need to Know
ZACKS· 2025-07-07 22:45
Ford Motor Company (F) closed at $11.59 in the latest trading session, marking a -1.86% move from the prior day. This change lagged the S&P 500's daily loss of 0.79%. Elsewhere, the Dow saw a downswing of 0.94%, while the tech-heavy Nasdaq depreciated by 0.92%. Coming into today, shares of the company had gained 15.11% in the past month. In that same time, the Auto-Tires-Trucks sector lost 2.1%, while the S&P 500 gained 5.22%. The investment community will be paying close attention to the earnings performan ...
Ford's Mach-E Woes Fuel EV Sales Slump: Is it Re-Strategizing?
ZACKS· 2025-07-07 15:31
Key Takeaways Mustang Mach-E sales slid 19.5% due to a global recall over faulty electronic door latches. Ford's overall EV slump was due to Mach-E issues and factory shutdowns for 2025 model prep. Ford plans a new EV lineup launching in 2027 with starting prices below $30,000.Ford (F) currently has three models in its electric vehicle lineup —Mustang Mach-E SUV, F-150 Lightning pickup truck and E-Transit van. The company reported that in the second quarter, its EV sales plunged 31.4%. EV deliveries dropp ...
【环球财经】就业数据强劲支撑市场信心 标普500、纳斯达克创下收盘新高
Xin Hua Cai Jing· 2025-07-03 23:01
受美国非农就业数据超预期及参议院版本"大而美"法案在众议院获得通过等利好刺激,纽约股市三大股 指3日高开,早盘涨幅扩大,随后窄幅盘整,收盘时三大股指全线收涨。 截至当天收盘,道琼斯工业平均指数比前一交易日上涨344.11点,收于44,828.53点,涨幅为0.77%;标 准普尔500种股票指数上涨51.93点,收于6,279.35点,涨幅为0.83%;纳斯达克综合指数上涨207.97点, 收于20,601.10点,涨幅为1.02%。 板块方面,标普500指数十一大板块十涨一跌。技术板块和财务板块分别以1.29%和1.08%涨幅领涨,材 料板块下跌0.02%。 美国劳工部3日盘前公布的数据显示,6月份美国非农就业岗位增加14.7万个,高于道琼斯指数经济学家 预测的11万个。失业率也降至4.1%,而经济学家此前预计失业率将升至4.3%。虽然私营部门就业增长 放缓,新增7.4万个岗位,低于预期的10万个,制造业就业减少7000个,但整体就业形势依然稳健。然 而,平均小时工资增幅放缓至0.2%,同比增长3.7%,而平均工作时长为34.2小时,与之前相当。 强劲的就业报告促使美国国债收益率飙升,并减少了市场对美联储近期 ...