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McKnight: Mid caps offer strong balance sheets and solid earnings growth
CNBC Television· 2025-07-01 11:25
officer at Wealth Management. Alan, good morning. Good to see you, Frank.>> Always a pleasure to be here with you. >> So we were just kind of showing what we like to call the wall of worry using some air quotes there. Is there one of those in particular that you see as the biggest worry specifically for the markets.>> I think the biggest worry right now is around uncertainty, which breeds volatility and complexity. And when you look across the landscape, whether it be the situation in Washington, which you ...
X @Forbes
Forbes· 2025-06-30 19:10
5 Survival Tips For Working Moms With Kids Home This Summer https://t.co/YkzXAMcn8D https://t.co/YkzXAMcn8D ...
野村:日本、美国和欧洲长期利率上升的原因;中国的资产负债表衰退
野村· 2025-06-30 01:02
NOMURA Richard Koo Reasons for rise in long-term rates in Japan, US, and Europe; China's balance sheet recession Long-term interest rates have risen or remained elevated in many nations over the past few weeks, with the conspicuous exception of China. This has led some analysts to question the fiscal sustainability of these economies. n certain countries, including Japan, long-term rates have reached their highest levels in over a decade, shocking market participants accustomed to ultra-low rates. However, ...
WD-40: Excellent Company, Expensive Stock
Seeking Alpha· 2025-06-27 15:57
Editor's note: Seeking Alpha is proud to welcome David Devine as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.With a master’s in economics and 15 years of experience spanning both public and private sectors, I bring a global perspective to my investing insights. Having lived and worked in Colombia, Costa Rica, Chile, and Myanmar, I have a firsthand un ...
Sierra Bancorp (BSRR) Earnings Call Presentation
2025-06-27 11:50
2025 WESTERN BANK FORUM MARCH 10 - 11, 2025 MARINA DEL REY, CALIFORNIA INVESTOR PRESENTATION SAFE HARBOR STATEMENT This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on the current beliefs and expectations of Sierra Bancorp's management and are: Actual results may differ from those set forth in the forward-looking statements. Factors that could cause Sierra Bancorp's actual results to differ materially ...
X @The Economist
The Economist· 2025-06-27 08:22
Tesla does poorly on work-life balance but scores highly for attributes like innovation. How about other firms? Explore the data https://t.co/dVk8Z1ecYL ...
瑞银:全球石油和炼油市场展望
瑞银· 2025-06-27 02:04
ab 23 June 2025 Global Research Global Oil and Gas Global oil and refining markets outlook Equities Global Oil Companies, Major Henri Patricot, CFA Analyst henri.patricot@ubs.com +33-14-888 3033 Anna Kishmariya Analyst anna.kishmariya@ubs.com +44-20-7568 7999 Nayoung Kim Analyst nayoung.kim@ubs.com +44-20-7568 4010 Joshua Stone Analyst joshua.stone@ubs.com +44-20-7901 5588 This report has been prepared by UBS Europe SE. ANALYST CERTIFICATION AND REQUIRED DISCLOSURES, including information on the Quantitativ ...
'Not a bipartisan issue' but a 'Trump issue': Weissmann on Congress' ability to check power
MSNBC· 2025-06-26 21:01
Joining us now, former FBI general counsel and senior prosecutor on the Miller investigation, Andrew Weissman. He is now co-host of the Main Justice podcast. Also with us in studio, MSNBC legal correspondent Lisa Rubin and Paul Reichoff.He is still with us. Andrew, um, welcome to the conversation. So, what does the Constitution say about the role that Congress plays in declaring war.Sure. Well, there there are two bodies of law that that people have to be thinking about. what is um the constitution sort of ...
KT Corporation: Staying Bullish On Policy Tailwinds And Strategic Alliances
Seeking Alpha· 2025-06-26 14:32
Asia Value & Moat Stocks is a research service for value investors seeking Asia-listed stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e. buying assets at a discount e.g. net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e. buying earnings power at a discount in great companies like "Magic Formula" stocks, high-quality businesses, hidden champions and wide moat compounders). Sign up here to get starte ...
US Economy: Jobless Claims Fall, 1Q GDP Revised to -0.5%
Bloomberg Television· 2025-06-26 14:22
Durable goods orders on a headline basis hasn't crossed yet, but ex transportation up half a percent. The capital goods orders not defense ex air, what we call core durables up 1.7% after falling 1.5% last month. So this is good news.Business is still spending. We will have to see what the breakdown is there. Here's jobless claims.They fall to 236,000 from 246,000 last month. Last week there were a lot of people who thought this may be a seasonal adjustment problem. That pushed claims up in recent weeks bec ...