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X @The Economist
The Economist· 2025-07-16 11:20
Markets are supposed to look forward. Too many investors look back instead—and not just the amateurs https://t.co/hPW1HbMxn1 ...
X @Bloomberg
Bloomberg· 2025-07-16 02:06
Investment Activities - Tetra Pak背后的神秘家族正在全球悄悄积累数十亿美元的股票[1] - 这些投资的规模表明,世界上一些最富有的家族在如何管理资金方面变得越来越成熟[1]
X @Bloomberg
Bloomberg· 2025-07-15 23:45
Overview - Tetra Pak 背后神秘家族在全球范围内悄悄积累了数十亿美元的股票投资 [1] Financial Activities - 该家族通过股票投资积累了数十亿美元的财富 [1]
X @The Motley Fool
The Motley Fool· 2025-07-15 23:07
Investment Opportunity - The report discusses a hypothetical investment scenario involving a 20% stock price decrease [1] Market Sentiment - The question implies an interest in identifying fundamentally strong companies that would be attractive at a discounted valuation [1]
X @Ansem
Ansem 🧸💸· 2025-07-15 21:00
RT Bitcoin Teej 🐳🟧 (@Bitcoin_Teej)$100 invested weekly into Bitcoin for 4 yearswith a 30% average return = ~$32,000That’s $20K profit on $20/weekfrom delivering DoorDash or skipping the bar tabStacking small is how you win big. ...
Larry Fink: There's a need for trillions of dollars of investment in AI infrastructure
CNBC Television· 2025-07-15 20:30
How big is the AI and infrastructure opportunity for BlackRock. I think it's enormous and we made a strategic uh study in 2023 and this is why we did these three acquisitions. We did uh GIP.We believe infrastructure is just at the beginning of a golden age and I'll get into that. Uh we believe private credit will continue to grow and evolve. We did HBS.That's HPS. But it but but also we believe that if you're going to be if if you believe there's going to be a melding between public and private markets whic ...
X @Bloomberg
Bloomberg· 2025-07-15 14:48
While investors seem to have grown inured to the vacillations tied to the Trump administration’s policies, forecasting where the S&P 500 will be in six or 12 months has become hazardous https://t.co/ZjDMtLzHTa ...
Nevis Brands reports steady second quarter revenue and gross margins
Proactiveinvestors NA· 2025-07-15 12:36
Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]
X @Forbes
Forbes· 2025-07-15 01:30
How This Investor Spots Billion-Dollar Winners In Boring Industries https://t.co/pSgLHZBGVK https://t.co/pSgLHZBGVK ...
The 'Halftime' Report Investment Committee debate their expectations for q2 earnings season
CNBC Television· 2025-07-14 19:10
Market Trends & Tariffs Impact - Evercore ISI 指出,关税发展增加了股市抛售的可能性,并可能导致每股收益(EPS)预期进一步降低 [1][2] - 市场对关税的反应不大,更多关注盈利 [1][3] - 供应链中,美国铝价上涨 50%,即使不直接支付关税,公司也会通过提价来转嫁成本,已提价 35% [4][5] - 如果特朗普不让步,关税将持续存在 [12] Earnings Season Outlook - 普遍预期盈利季将超过降低后的预期,如果超过 75% 的公司未能超出预期,将是非常令人失望的 [9][17] - 盈利季可能成为动摇市场看涨势头的催化剂,部分股票可能在发布良好报告后被抛售 [11][17][18] - 投资者可能因获利了结和季节性因素(如8月、9月)而选择减少投资 [19][20] Investment Strategy & Risks - 一些投资者认为标普 500 指数在 6500-6600 点以上的涨幅难以实现,并担心通胀和政策限制 [21] - 摩根士丹利财富认为,美元疲软可能加剧关税的影响,税收改革可能不足以刺激新的投资繁荣 [21] - 运营利润率的增长可能难以实现,因为会计机制、需求破坏、关税吸收和商品收益会抵消盈利惊喜 [22] - 公司在资本支出方面仍然暂停,缺乏明确性 [27][30]