I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Anthony Scaramucci is seemingly mixing business with humor, sharing a workout video with Arnold Schwarzenegger weeks after he doubled down on his bold Bitcoin (CRYPTO: BTC) forecast. From Pumping Iron To Pumping Bitcoin On Monday, the SkyBridge Capital CEO joked that he was the Danny DeVito in a nod to the 1988 comedy "Twins" while sharing a video with Schwarzenegger on X, formerly Twitter. "We are Twins. ...

Core Insights - Elevated interest rates and high home prices are squeezing American homebuyers' budgets, leading to predictions of skyrocketing rental rates and home prices over the next decade [2][5] - The real estate market is shifting towards a rental-centric model, with predictions that Americans will increasingly rent various aspects of their lives, including homes and cars [4][5] - Strategies for investing in real estate without substantial debt include using crowdfunding platforms, as many prospective buyers feel priced out of the market due to high mortgage rates [6][5] Economic Context - As of August 2025, the Consumer Price Index for All Urban Consumers increased by 2.9% compared to the previous year, indicating ongoing inflationary pressures [1] - The average 30-year fixed mortgage rate is around 6.5% in 2025, marking the highest levels since 2002 [6] Future Predictions - Grant Cardone forecasts a significant shift in mortgage terms, suggesting that longer mortgage durations (up to 100 years) may become common in the future as a response to high prices [7]

Core Insights - Regeneron Pharmaceuticals has received FDA approval for a label extension of its cholesterol drug Evkeeza for children aged one to less than five years with homozygous familial hypercholesterolemia (HoFH) [1][7] - The approval is based on clinical efficacy and safety data from six children with HoFH [2][7] - Evkeeza generated sales of $72.1 million in the U.S. during the first half of 2025 [3][7] Drug Development and Commercialization - Evkeeza was initially approved in 2021 for adults and adolescents aged 12 years and older with HoFH, followed by approval for children aged five to 11 years [2] - Regeneron is responsible for the development and distribution of Evkeeza in the U.S., while Ultragenyx Pharmaceutical is responsible for commercialization outside the U.S. [4][7] Financial Performance - Eylea, Regeneron's lead drug, has faced declining sales due to competition from Roche's Vabysmo, impacting the company's overall revenue [5][6] - Eylea HD sales surged 29% in the second quarter due to increased demand [9] Portfolio Diversification - Regeneron is working to diversify its portfolio, with solid sales from Dupixent contributing to its top line [10] - Recent progress in the oncology portfolio, including Libtayo and Lynozyfic, is expected to enhance growth [11]

Core Insights - The Nifty 50 index delivered zero returns over the past year, with significant variations across other indices and asset classes [1][2] - Broader indices like Nifty 500, Nifty Midcap 150, and Nifty Smallcap 250 experienced declines of 4.09%, 2.88%, and 6.86% respectively [2] - Actively managed funds outperformed passive funds, with top large-cap funds delivering returns between 1.5% to 7% [3][4] Equity Indices Performance - Midcap and smallcap indices underperformed large caps, reversing a multi-year trend [3] - Top-performing actively managed funds in various categories provided better returns compared to indices [3][4] Global Investment Opportunities - Diversifying 10-20% of equity portfolios into global funds could have improved returns significantly [5] - Notable global funds include Mirae Asset Hang Seng Tech Fund with over 100% returns, and Invesco India-Invesco Global Consumer Trends FoF with 64% returns [6] Precious Metals Performance - Gold and silver delivered around 45% returns, driven by global uncertainties [8] - Silver's investment potential has increased due to its critical role in new technologies [9][10] Other Asset Classes - Fixed deposits from large banks yielded 6.5% to 7%, while corporate bond funds returned around 8% [12] - Multi-asset funds achieved returns of 10-15% due to exposure to gold, silver, and international equities [12] REITs and InvITs - REITs delivered over 15% returns, including a dividend yield of 6-7%, while InvITs returned between 8-14% [14] - Recent SEBI classification of REITs as equity is expected to enhance their appeal and stability [15][16] Portfolio Strategy Recommendations - Actively managed funds, global allocation, and multi-asset funds significantly outperformed the Nifty 50 [18] - A diversified asset allocation strategy across various asset classes can enhance resilience and risk-adjusted returns [20]

The pullback is a sign that investors might want to consider broadening their portfolios beyond the frothiest tech plays. Consider industrials and healthcare stocks. ...

Core Insights - Allied Energy Corporation has entered into a Memorandum of Understanding (MOU) with Puma Gold LLC for a potential acquisition of an interest in the Silver Reef Gold Property in California [1][2] - The MOU outlines a framework for a proposed Option Agreement that would allow Allied to earn a controlling interest through a three-phase earn-in program [2][7] - The move aligns with Allied's strategy to expand into gold exploration amid rising gold prices and a recovering U.S. gold production landscape [3][8] Company Strategy - The MOU is a significant step for Allied, reflecting its intent to capitalize on high-potential gold exploration opportunities in California, which remains underexplored compared to Nevada [3][7] - The company aims to validate historical drilling results and develop a NI 43-101 compliant resource estimate for the Silver Reef Property [9] Industry Context - California is experiencing a revival in gold exploration, supported by rising gold prices and favorable permitting environments [4][8] - The U.S. gold mining sector generated over $11 billion in value in 2023, with domestic production increasingly viewed as essential for supply chain security [8] - Gold prices have remained consistently above $2,633.00 per ounce in 2025, serving as a hedge against inflation and economic uncertainty [8] Future Prospects - The anticipated Option Agreement will include staged cash payments, share issuances, and multi-million-dollar work commitments [2][9] - The exploration-stage companies in stable U.S. jurisdictions are gaining heightened investor interest, indicating a favorable market environment for Allied's strategic move [6]

Group 1: Industry Trends - The oil and gas industry is undergoing transformation due to the electrification of the transport sector, with significant investments in EV charging stations being a notable strategy [2][4][5] - GlobalData forecasts that EVs will account for nearly 50% of all global light vehicle sales by 2035, with a compound annual growth rate of 6.7% for hybrid and electric vehicle sales between 2025 and 2037 [7] - The market for EV charging infrastructure was estimated to be worth $32.26 billion in 2024, projected to grow to $125.39 billion by 2030 [7] Group 2: Regional Insights - The Asia-Pacific (APAC) region is seen as an attractive investment opportunity due to growing populations, developing economies, and the need for affordable energy sources [3][12] - EVs currently make up 42% of auto sales in APAC, expected to reach 77% by 2037, while in Europe, EVs currently account for around 58% of auto sales, projected to jump to 99% by 2037 [10] - APAC is experiencing rapid increases in disposable incomes, leading to a forecast that the region will account for over 60% of the 115 million EVs sold worldwide over the next five years [13] Group 3: Company Strategies - Major oil companies like Shell, bp, and TotalEnergies are investing in EV charging infrastructure to adapt to the changing market [4][8] - Shell has prioritized investment in seven leading markets for EV adoption, including China, Germany, and the UK, due to their advanced pace of electrification [18][19] - European oil companies are reducing investment in EV charging infrastructure while maintaining a focus on Western markets, with Shell lowering its emissions reduction target for 2030 [17][19]

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential [1] - The popularity of insurance companies in the Philippines since 2014 indicates a shift in investment strategies among local investors [1] - The diversification of investment portfolios across various industries and market capitalizations is becoming a common practice among investors [1] Investment Trends - There is a notable trend of investors moving from traditional savings in banks and properties to stock market investments for better returns [1] - The entry into the US market by investors from the Philippines reflects a growing interest in international investment opportunities [1] - The use of platforms like Seeking Alpha for analysis and comparison of market trends is becoming increasingly popular among investors [1] Sector Focus - Key sectors of interest include banking, telecommunications, logistics, and hospitality, indicating a broad investment strategy [1] - The logistics and shipping industries are particularly highlighted as areas of investment, suggesting their importance in the current economic landscape [1]

Core Viewpoint - The Federal Reserve has cut interest rates by 25 basis points, with potential for further cuts, prompting investors to reconsider where to allocate their cash [1][2] Group 1: Investment Opportunities - Investors are seeking alternatives beyond traditional asset classes due to macroeconomic uncertainty, as equities and fixed income are not seen as reliable options [2] - Bitcoin is highlighted as a potential investment, offering historically lower correlation to both equity and fixed-income markets, making it an attractive option for diversification [3] Group 2: Calamos Investments and Bitcoin Strategies - Calamos Investments has launched a suite of bitcoin strategies designed to provide a risk-managed alternative to direct bitcoin exposure, appealing to investors looking for lower risk [4] - The Calamos Bitcoin Structured Alt Protection ETF (CBOY) offers complete capital protection over a one-year outcome period, which is particularly appealing given bitcoin's volatility [5][6] Group 3: CBOY Fund Details - CBOY has an upside cap of approximately 8% as of September 4, 2025, allowing investors to benefit from bitcoin's positive price momentum while maintaining downside protection [6][7] - The fund's strategy aims to provide a solid alternative for investors moving out of money market funds, balancing downside protection with access to long-term returns during favorable market conditions [7]