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野村:美越贸易协议_对亚洲的影响
野村· 2025-07-07 15:44
Details are sketchy at this stage, but a draft joint statement obtained by Politico claims that lower tariffs will apply to a range of Vietnam's exports to the US, including tech roducts, footwear, agricultural commodities and consumer products including toys. The US and Vietnam will "establish favorable rules of origin" of each other's imports to reduce transshipment, Vietnam will address non-tariff barriers such as intellectual property enforcement and "provide preferential market access" for both agricul ...
X @aixbt
aixbt· 2025-07-05 16:00
treasury teams saying "eth staking arbitrage"sbet went from $3 to $120 after announcing their eth treasury. ancient btc whales moving coins for the first time in 14 years.yield changes everything ...
Despite Falling Revenue, Altria's Pricing Power Will Lead To Further Gains For Shareholders
Seeking Alpha· 2025-07-02 22:09
Altria Group (NYSE: MO ) is a major tobacco company that owns brands such as Marlboro, which dominates the U.S. Market. Altria solely focuses on the American market as it spun off Philip Morris International to focus onAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basicall ...
X @Bloomberg
Bloomberg· 2025-07-02 12:06
Brokerages are restructuring in Argnentina after President Javier Milei took away lucrative arbitrage opportunities when he rolled back capital controls https://t.co/rZ3BFdedNy ...
有色套利早报-20250702
Yong An Qi Huo· 2025-07-02 01:20
有色套利早报 研究中心有色团队 2025/07/02 铜:跨市套利跟踪 2025/07/02 国内价格 LME价格 比价 现货 80190 10083 7.96 三月 80390 9967 8.00 均衡比价 盈利 现货进口 8.14 -1085.77 现货出口 1585.17 锌:跨市套利跟踪 2025/07/02 国内价格 LME价格 比价 现货 22290 2721 8.19 三月 22195 2740 6.25 均衡比价 盈利 现货进口 8.65 -1256.15 铝:跨市套利跟踪 2025/07/02 国内价格 LME价格 比价 现货 20780 2606 7.97 三月 20545 2607 7.88 均衡比价 盈利 现货进口 8.51 -1396.28 镍:跨市套利跟踪 2025/07/02 国内价格 LME价格 比价 现货 119250 15021 7.94 均衡比价 盈利 现货进口 8.23 -2691.60 铅:跨市套利跟踪 2025/07/02 | | 国内价格 | LME价格 | 比价 | | 均衡比价 | 盈利 | | --- | --- | --- | --- | --- | -- ...
Occidental Petroleum Could Become A Good Hedge Against Geopolitical Tensions
Seeking Alpha· 2025-07-01 18:40
Group 1 - Occidental Petroleum has attracted attention from value investors, particularly after Warren Buffett began purchasing shares in 2022 [1] - The focus is on analyzing undervalued companies with strong fundamentals and cash flows, particularly in sectors like Oil & Gas and consumer goods [1] - Energy Transfer is highlighted as a company that was previously overlooked but has shown potential for substantial returns [1] Group 2 - The article emphasizes a long-term value investing approach while also acknowledging interest in deal arbitrage opportunities [1] - There is a clear preference for businesses that are understandable, avoiding high-tech and certain consumer goods sectors [1] - The author expresses skepticism towards investments in cryptocurrencies [1]
Hims & Hers Can Still Thrive Without GLP-1s
Seeking Alpha· 2025-07-01 18:27
Group 1 - Hims & Hers Health, Inc. has experienced a significant rally over the past three years, capturing attention in the Fintwit community [1] - The company operates in the telehealth sector, providing affordable healthcare solutions to consumers [1] - The author expresses a focus on undervalued companies with strong fundamentals, particularly in sectors like Oil & Gas and consumer goods [1] Group 2 - The author emphasizes a long-term value investing approach while also exploring deal arbitrage opportunities [1] - There is a noted aversion to investing in high-tech businesses and certain consumer goods, with a preference for more traditional products [1] - The article aims to foster a community of investors seeking superior returns and informed decision-making through shared insights [1]
Creatd Completes Purchase of 25% of PCG Advisory for $1.25 Million
Globenewswire· 2025-06-30 13:30
With PCG now part of its portfolio, Creatd continues to expand its ecosystem of companies working to reshape how early-stage and growth companies operate in the public markets. This partnership reflects Creatd's commitment to empowering founders and investors through smarter systems and collaborative platforms. NEW YORK, June 30, 2025 (GLOBE NEWSWIRE) -- Creatd, Inc. (OTC: CRTD), a publicly traded company focused on capital structure arbitrage and building platforms for emerging growth companies, today anno ...
X @CoinDesk
CoinDesk· 2025-06-30 11:45
CRYPTO REGULATION: Some people think Malta is nimble and innovative when it comes to Europe’s new MiCA regime; others say the island offers a fast track to regulatory arbitrage, @IanAllison123 and @camomileshumba report.https://t.co/BC3LIaqZER ...
X @Token Terminal 📊
Token Terminal 📊· 2025-06-30 08:32
RT Chunk (@allred_chase)Arb is open for business ...