I I think everybody's antennas went up when we heard Jamie Diamond say there could be some other ones out there. I really want to kind of dig into this. So, one of the issues here, at least when it came to First Brands, it seems to be offbalance sheet financing.In this case, selling receivables. How common is that. And does that have the potential for contagion.>> A good question. It's it's relatively common practice. Um we we think about complex and opaque when we think the situation here with first brands ...

Kenya plans to buy gold to diversify its reserves and has held talks with the BOE on topics including bullion storage, the country’s central bank governor said https://t.co/FvCtufUM5x ...

Core Insights - JPMorgan Asset Management aims to expand its assets under management in the Asia-Pacific region to $600 billion over the next five years, with Australia, China, and Japan as key contributors [1][2] - The firm currently manages $302 billion in Asia, reflecting growth since 2019 [1] - The long-term goal is to grow the business to $1 trillion, maintaining a balanced distribution of assets between institutional and private wealth clients [2] Market Trends - There is a growing trend among clients to diversify investments away from the US, which may benefit equity markets in Europe and Asia [3] - In China, institutional investor interest in the technology sector is increasing, although investment flows have not fully recovered [4] Recent Developments - JPMorgan Asset Management was selected as the sole foreign firm to manage a portion of a S$1.1 billion ($847 million) mandate from the Monetary Authority of Singapore [4] - The firm launched its first active ETF in Taiwan, focusing on the US technology sector [5] - As of the end of March, JPMorgan had assets under service totaling $3.7 trillion globally [5]

Core Insights - Coupang is evolving from a South Korean e-commerce platform into a broader technology powerhouse, leveraging logistics, data, and customer loyalty to expand its business model beyond retail [1][3][14] Group 1: E-commerce and Logistics - Coupang has established itself as a household name in South Korea through its Rocket Delivery service, which offers same-day or dawn delivery to most of the population [2] - The company is enhancing its logistics capabilities to support new ventures, such as food delivery, which could grow into a multibillion-dollar business as it gains scale and efficiency [9][8] Group 2: New Business Ventures - Coupang Play has transformed from a customer engagement tool into one of South Korea's top streaming platforms, enhancing customer loyalty and retention [4][5] - Coupang Eats is entering the competitive food delivery market, utilizing its logistics network to reduce delivery times and create additional customer touchpoints [6][7] - Coupang Pay is positioned to become a significant growth driver in fintech, with potential expansion into credit, lending, and merchant services [10][11] Group 3: Advertising Potential - Coupang has the opportunity to develop a robust advertising business, similar to Amazon, by leveraging its extensive customer data and insights into shopping behavior [12][13] - The advertising segment could significantly enhance Coupang's profitability, as it typically offers better margins compared to retail [13] Group 4: Investment Implications - The diversification into technology-driven businesses could provide valuable long-term growth opportunities for investors, as even one successful venture could significantly increase Coupang's earnings power [15]

Market Overview & Concerns - The market has been climbing a wall of worry, with pundits predicting a sell-off for a while [2] - A significant portion of household wealth is tied to stocks, particularly the "Magnificent Seven," making the market vulnerable [3] - Valuations are a concern, and global trade issues are resurfacing [18] - Retail investor sentiment, heavily influenced by equity market performance, could impact the real economy if the labor market slows and consumer confidence declines [25][26] Risk Management & Portfolio Strategies - Diversification with assets like bonds or commodities can bolster a portfolio against equity market sell-offs [4] - Option-based strategies offer structural protection and income not reliant on interest rates [4][5] - The company emphasizes not using leverage when selling options, ensuring positions are fully covered and collateralized [8] - Diversifying the option overlay by laddering into new options daily helps adapt to changing market conditions [9][10] - The company is leaning into hedges and reducing risk to broad markets due to subdued volatility and high exposure to a small segment of the US equity market [21][22] Opportunities in Option Strategies - There's a large tailwind for option strategies and defined outcome strategies due to the demand for income and defense against equity drawdowns [12] - Option income strategies offer an intermediate step for investors with excess cash on the sidelines, providing equity market participation with less risk and monthly income [16][17]

Core Insights - Gold and silver traders must consider monetary policy, inflation data, and safe-haven demand while exploring the broader precious metals market, including platinum and palladium, which offer unique investment narratives [1][2] Group 1: Platinum Insights - Current platinum pricing presents an anomaly compared to historical ranges, with a ratio of 2.5x to gold, indicating a potential long-term value opportunity [3][4] - Over 60% of platinum's demand is driven by industrial applications, particularly in the automotive sector, which accounts for half of that demand [5] - The shift towards increased use of platinum in gasoline engine catalysts due to high palladium prices is creating a structural demand change for platinum [5] - Platinum's role in the hydrogen economy, particularly in green hydrogen production and fuel cells, positions it as a key player in the transition to decarbonization and green energy [5] - Supply concentration in South Africa, where around 70% of the world's platinum is mined, poses significant risks, as operational disruptions can lead to immediate price impacts [5] Group 2: Palladium Insights - The ongoing high prices of palladium have prompted automotive manufacturers to substitute it with platinum, indicating a potential long-term demand shift [5]

Investing can be stressful at any time — especially during periods of uncertainty. Talk about recessions, inflations and tariffs — among other things — can trigger heightened emotions that could lead some investors to take quick actions. Read More: Most Experts Say Buy Index Funds. Charles Payne Says Do This Instead Check Out: How Far $750K Plus Social Security Goes in Retirement in Every US Region It’s also during those uncertain times that some investors see growth if they’re strategic in focusing on cer ...

Core Insights - Mission Produce, Inc. (AVO) reported a strong Q3 for fiscal 2025, with revenues increasing by 10% year-over-year to $357.7 million, driven by a 10% rise in avocado volumes sold [1][9] - The company's gross profit rose by 22% to $45.1 million, highlighting operational efficiency and pricing discipline as key components of its growth strategy [1][9] - AVO's disciplined cost management framework was evident despite a 19% increase in SG&A expenses, primarily due to performance-based incentives [2] Financial Performance - Revenues for Q3 reached $357.7 million, a 10% increase from the previous year, attributed to higher avocado sales [9] - Gross profit increased by 22% to $45.1 million, indicating improved margins through operational efficiency [1][9] - AVO's forward price-to-earnings ratio stands at 24.02X, significantly higher than the industry average of 12.96X [10] Strategic Focus - The company is prioritizing debt reduction and working capital optimization, maintaining leverage at approximately 1x adjusted EBITDA [3] - AVO is focusing on diversification and efficiency, with plans to expand blueberry and mango production, and has seen a 37% increase in European sales [4] - Capital expenditures are directed towards long-term productivity, including investments in farming in Latin America and a new packhouse in Guatemala [2] Competitive Landscape - AVO faces competition from Corteva, Inc. (CTVA) and Fresh Del Monte Produce Inc. (FDP), both leveraging unique strategic advantages in the fresh produce sector [5] - Corteva focuses on agricultural innovation and sustainability, while Fresh Del Monte emphasizes a vertically integrated global network and investments in automation and renewable energy [6][7] Market Outlook - The Zacks Consensus Estimate indicates a year-over-year earnings decline of 9.4% for fiscal 2025 and 28.3% for fiscal 2026, with stable estimates over the past 30 days [11] - AVO's stock has gained 16.8% over the last six months, outperforming the industry growth of 5.5% [8]

Successful investing starts with a plan: set goals, assess risk, and diversify. It’s less about timing the market—and more about time in the market.Learn more: https://t.co/KFtsdqojlW https://t.co/LPix9MOUA6 ...

Core Insights - The article discusses two dividend ETFs, Vanguard High Dividend Yield ETF (VYM) and Capital Group Dividend Value ETF (CGDV), highlighting their potential as durable income streams and diversification options in a volatile market environment [3][4]. Group 1: Vanguard High Dividend Yield ETF (VYM) - VYM is noted for its balance between income and growth, offering a yield of 2.5% and featuring growth-oriented stocks in its top holdings [5][6]. - The ETF includes 581 stocks, providing better sector representation compared to the S&P 500, which helps mitigate concentration risk associated with the technology sector [6][7]. - With a beta of 0.85 and a yield that is 1% higher than the S&P 500, VYM is positioned as a favorable investment option for the end of the month [7]. Group 2: Capital Group Dividend Value ETF (CGDV) - CGDV is characterized by its focus on dividend, growth, and value, with a lower yield of 1.33% but a potentially lower risk profile amid tech and AI bubble concerns [8][9]. - The ETF has received a gold rating from Morningstar, indicating strong investor interest, despite a higher expense ratio of 0.33% compared to VYM [8][9]. - CGDV emphasizes lesser-appreciated stocks that may have significant growth potential, maintaining manageable exposure to the top holdings of the S&P 500 [11].