June 25, 2025 02:00 PM GMT Internet | North America Where Are We Trading Now: Geopolitics vs. Fundamentals Ahead Internet names fell -2% last week (SPX/NDX flat) with GOOGL - 5% (search debate) and AMZN/META -1%/flat. Markets saw gains to start the week amid tentative ceasefire talks in Middle East. EPS and fundamentals are next with AMZN/GOOGL/META 29X/17X/25X '26 EPS (-5%/-10%/+12% vs TTM avg). We would greatly appreciate your 5-star vote in the Internet Large Cap and Internet SmidCap categories in this y ...

Capital Link Webinar January 2024 1 Disclaimer Forward-Looking Statements This presentation contains certain forward-looking statements including analyses and other information based on forecasts of future results and estimates of amounts not yet determinable and statements relating to our future prospects, developments and business strategies. Forward-looking statements are identified by their use of terms and phrases such as "anticipate," "believe," "could," "estimate," "expect," "intend," "may," "plan," ...

Core Viewpoint - EOG Resources is actively monitoring the macroeconomic environment, particularly in relation to geopolitical volatility and its impact on oil and gas supply and demand fundamentals [4]. Group 1: Company Insights - EOG Resources has been a significant player in the U.S. shale revolution, indicating its influential role in the energy sector [1]. - The company has made several noteworthy announcements recently, reflecting its ongoing developments and strategic direction [2]. Group 2: Industry Analysis - The demand for oil and gas appears strong globally, although there are concerns regarding how tariffs may influence this demand [4][5]. - EOG's team is closely analyzing the macro environment, which has been characterized by volatility, necessitating a careful assessment of supply and demand dynamics [4].

Joining us now is Arjun Mertie. He is partner for energy macro and policy at energy consultancy Veritin and former equity analyst at Goldman Sachs. Arjun, welcome.So does lawyer lower oil today just reflect that investors believe Iran has been defanged. I think that's right. I mean, keep in mind, we probably had built as much as a 15 to20 dollar per barrel premium in oil over the last week versus where we were trading pre-Israel Iran and we're now in the process of eliminating that and I think the market is ...

Just Do It. Buy Nike. Do it. NIKE, Inc. (NYSE: NKE ), one of the most iconic brands in the world, has been throughMarkets rise and fall, booms come and go, and the world keeps ticking. Ultimately, I believe observing megatrends, as difficult as they can be to spot, let alone fully comprehend, can yield insights into the advance of human society, which in turn could pave the way for many useful investment insights. As society and technologies evolve, companies and other stakeholders will seize advantages. Fi ...

There are times when if you tune in to the show, it's all about the Federal Reserve and trade policy all the time. I prefer to focus on the fundamentals of individual companies. You know that trying to help you identify winning stocks.But there are moments when these big picture macro forces trump what's going on at the companies themselves. No, no pun intended. We just went over the Federal Reserve at what they really do, why they feel compelled to raise interest rates in a strong economy, why those higher ...

Hi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked across sectors — from telecom to industry — and found that behind every financial statement is a real story. I studied in Belgium — did my bachelor’s in Antwerp, master’s at KU Leuven, and later completed an MBA in Finance at Vlerick. That journey gave me both theory and hands-on skills. Now I’m bu ...

In this episode of Stocks in Translation, TKer.com editor Sam Ro joins Markets and Data Editor Jared Blikre and Producer Sydnee Fried to discuss stock market fundamentals with a focus on corporate valuations. Ro breaks down valuation metrics amid market uncertainty, and how investors should view hard and soft data to best shape their portfolios. Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for you ...

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