Macro

Search documents
Central Puerto: Solid Fundamentals And Limited Room For Growth
Seeking Alpha· 2025-06-26 17:50
Since my previous publication in March, Central Puerto (NYSE: CEPU ) has gone through a key phase of strategic consolidation, marked by a profound internal transformation and a macroeconomic and regulatory environment that began to align with market logic.I am an individual investor with over five years of experience in personal investing, holding a PhD in Economics from UCEMA. My investment approach focuses on value companies with solid long-term potential. I share my knowledge with the community by offeri ...
Tesla's Robotaxi: Worth Way More Than Waymo
Seeking Alpha· 2025-06-26 17:25
When I last wrote about Tesla, Inc. (NASDAQ: TSLA ), I reiterated my Buy rating with a price target of $365 per share, representing an upside of 28% at that time.Amrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objective is to invest capital in sustainable, growth-driven companies that maximize shareholder equity by meeting their growth-oriented goals. In addition, she also started her own award-winning newsletter, The ...
高盛:宏观研究焦点_中东风险、美国疲软数据信号、人民币升值
Goldman Sachs· 2025-06-26 14:09
25 June 2025 | 5:01PM EDT What's Top of Mind in Macro Research: Middle East risks, US soft data signals, CNY appreciation This week: Transcript Middle East reprieve, but risks remain Beyond the energy impacts, renewed escalation could also activate Dollar safe-haven flows, as initially occurred in response to the recent developments, though we ultimately expect the Dollar to continue weakening against a broad range of currencies as investors reassess US assets' relative return prospects. As such, the Dollar ...
Coinbase Is Unlocking A Trillion-Dollar Opportunity
Seeking Alpha· 2025-06-26 09:02
Group 1 - The Pragmatic Investor focuses on global macro, international equities, commodities, tech, and cryptocurrencies, aiming to guide investors in their investment journey [1] - The platform offers features such as a portfolio, weekly market updates, actionable trades, technical analysis, and a chat room for investor engagement [1] - James Foord, an economist with a decade of experience in global market analysis, leads The Pragmatic Investor, emphasizing the creation of diversified portfolios to preserve and grow wealth [1]
Alphabet: A Defensive Growth Compounder In Hibernation
Seeking Alpha· 2025-06-25 15:57
Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...
ICON: With A 57% Drop, Trump Legislation, And Debt Reduction, Is The Stock Undervalued?
Seeking Alpha· 2025-06-25 10:36
Daniel Mellado is an economist from Carabobo University with a Master's Degree in Statistics from Simon Bolivar University, both obtained in Venezuela.Daniel worked analyzing the agricultural commodity market and the financial investment portfolio for an agribusiness group. Then, he managed two teams, one in trading and the other in data analysis. The trading team invested in bonds, equities, and ETFs.His following job opportunities have been as a freelance developing and implementing strategies for algorit ...
Sonoco Products: 20% Compound Total Annual Return Potential
Seeking Alpha· 2025-06-25 03:04
At Friedrich Global Research we are searching for what we believe will be the safest and best performing companies in which to buy stocks. We focus on free cash flow, efficient capital allocation, and consistently superior results to identify the highest quality management teams.Founder of Bern Factor LLC, an independent research and publishing firm located in Virginia. I have nearly 40 years of investing and analysis experience. I am a former CPA (1990 -2017) and became a CFA charter holder in 2000. I cons ...
高盛:中国经济指标更新
Goldman Sachs· 2025-06-24 02:28
23 June 2025 | 10:50PM HKT China: GS Economic Indicators Update: June (Song) Please find an update of our proprietary economic indicators below. The data behind our proprietary economic indicators can be downloaded here. (Methodology notes available in the appendix.) GS Proprietary Economic Indicators in April Source: Goldman Sachs Global Investment Research, NBS, CEIC Andrew Tilton +852-2978-1802 | andrew.tilton@gs.com Goldman Sachs (Asia) L.L.C. Hui Shan +852-2978-6634 | hui.shan@gs.com Goldman Sachs (Asi ...
Still Cheap After Near 100% Gains? Oscar Health Stock Could Continue Higher
Seeking Alpha· 2025-06-23 21:19
However, I believe OSCR is a company that has true potential, and even after this massive rally, the stock is stillThe Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market update newsletter, actionable trades, technical analysis, and a chat room. Learn moreJames Foord is an economist by trade and has been analyzing global mark ...
Zscaler: On A Likely Path To Reclaiming Its All-Time Highs
Seeking Alpha· 2025-06-22 15:59
Group 1 - The article discusses the investment strategy of Zscaler (NASDAQ: ZS), with a recent price target upgrade from $221 to $256 per share, indicating a 23% upside potential from the current stock price [1] - The focus is on sustainable, growth-driven companies that maximize shareholder equity, highlighting the importance of meeting growth-oriented goals [1] - The author emphasizes the need for democratizing financial literacy and simplifying complex macroeconomic concepts for better understanding among investors [1] Group 2 - The author has a beneficial long position in Zscaler shares, indicating confidence in the company's future performance [2] - The article expresses personal opinions and is not influenced by compensation from any company mentioned [2] - Seeking Alpha's platform is noted for featuring diverse opinions from both professional and individual investors, which may not always reflect a unified stance [3]