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X @The Wall Street Journal
The Wall Street Journal· 2025-07-06 13:55
President Trump promised “no tax on tips,” but for some workers, the details in the megabill say something else https://t.co/xbgI96WS3i ...
还有哪些行业兼具高景气和性价比?
HTSC· 2025-07-06 08:40
证券研究报告 策略 还有哪些行业兼具高景气和性价比? 2025 年 7 月 06 日│中国内地 策略周报 配置:近期金融及必需消费,中期服务消费、软件及科技硬件 港股市场三季度波动加大,反而提供配置窗口。近期可关注更具性价比和安 全边际的行业如食品饮料、家庭个护及金融,中期景气改善催化的服务消费 (旅游、茶饮、餐饮等)、耐用消费(潮玩、黄金珠宝、服饰等)、科技硬 件、软件服务(云、AI 应用、媒体)仍有配置价值。 中国资产重估受景气支撑,流动性宽松放大重估弹性 2025 年,中国上市企业 EPS 连续第三年上升。EPS 是衡量股权投资回报 的核心指标。MSCI 中国指数 EPS 在 2002~2014 年间年复合增长率 15.7%, 但 2015~2022 年间年复合增长率只有-2.94%。2002~2014 年间,MSCI 中 国指数 ROE 均值 15.4%,2015~2022 年间趋势性降至 10%左右。过去数 年上市公司并未实现每股收益增长,就不难解释为什么指数中枢很难抬升; 但一旦出现阶段性 EPS 预期改善,市场就容易快速反弹,如 2017 年和 2020~2021 年。2023 年以来,ROE ...
Trump signs no tax on tips or overtime into with 'One, Big, Beautiful Bill'
NBC News· 2025-07-05 16:56
We will have no tax on tips, no tax on overtime. That was a campaign promise of President Trump's. Now he's signing it into law as part of his so-called one big beautiful bill.As this takes effect, the impact on the economy and individuals will likely be mixed. Tipped workers make up just 2 and 12% of the US workforce, and as many as 40% of those tipped workers already don't make enough money to have to pay federal income tax on any of their earnings. Still, about 12% of hourly workers clock some overtime e ...
StoneX: Elevated Volatility Drives Rally
Seeking Alpha· 2025-07-05 05:50
Group 1 - The article emphasizes the focus on mispriced opportunities within the financial and technology sectors, highlighting the potential for asymmetric setups driven by market overreactions, business model shifts, or cyclical inflections [1] - The author manages their own portfolio and aims to clarify their thinking while sharing high-conviction ideas that are supported by in-depth research [1]
X @Forbes
Forbes· 2025-07-05 04:30
Nearly half (47%) of U.S. workers have experienced career gaps, according to a recent MyPerfectResume report. Yet, countless talented professionals sabotage their job search by treating a career gap like a dirty secret. https://t.co/tPItGcB2fi https://t.co/vxdizRU1S3 ...
There’s Good News Tonight: Nebraska town celebrates world’s biggest time capsule after 50 years
NBC News· 2025-07-05 02:00
In America's official July 4th small town in small town USA, 4th of July city. The world's biggest time capsule according to the World Record Academy. A classic roadside attraction for 50 years.They found it. I can't believe they found it. Finally unsealed, revealing a treasure trove of Americana.Half a century ago today, the town came together to freeze a moment in time. Pet rocks, a teal colored leisure suit, very, very much 1975. even an almost perfectly preserved Chevy Vega.It took three days to crack o ...
X @The Wall Street Journal
The Wall Street Journal· 2025-07-04 20:45
Overseas stocks are outperforming U.S. stocks after trailing since the 2008 financial crisis. It could be time to get refamiliarized with the upside potential of international equities. https://t.co/18sK2V9z3g ...
GitLab's DevSecOps Growth Momentum Continues: A Sign for More Upside?
ZACKS· 2025-07-04 15:26
Key Takeaways GitLab is gaining from strong demand for its DevSecOps platform and enterprise customer expansion. New releases, such as GitLab 18 and Duo with Amazon Q, are enhancing security, AI, and DevOps workflows. GTLB's partnerships with major cloud providers are boosting its footprint among large enterprises.GitLab (GTLB) is benefiting from strong demand for its DevSecOps platform. Its solutions, such as GitLab Ultimate, Dedicated, and GitLab Duo, play a significant role in driving customer adoption ...
X @Cointelegraph
Cointelegraph· 2025-07-04 14:30
📊 UPDATE: Solana DApps brought in over $562M in Q2 2025; more than Ethereum, BSC, Base, and others combined. https://t.co/StfswH9D8m ...