RT s4mmy (@S4mmyEth)Bitcoin is approaching price discovery.When it breaks, which altcoins will pump the hardest? ...

and their markets have seen a big rebound in stock markets in the past three months. The Shanghai Composite up nearly 9%, the FXI ETF up more than 15%, the KWEB Internet ETF up about that amount as well. Joining us now is Brendan Ahern.He's the chief investment officer at Crane Shares. Brendan, bring us up to speed. I mean you might have heard a little bit of that discussion about um sort of the future of some companies like Apple in China but more specifically amid rumors swirling about the health of Xiinp ...

Core Insights - United Airlines Holdings, Inc. (UAL) is set to report its second-quarter 2025 results on July 16, with a history of positive earnings surprises, averaging a beat of 10.34% over the last four quarters [1][3]. Financial Performance Expectations - The Zacks Consensus Estimate for UAL's Q2 2025 earnings has been revised down by 1.57% to $3.75 per share, indicating a 9.42% decrease from the previous year's actual earnings [3][5]. - UAL's revenue for Q2 2025 is estimated at $15.31 billion, reflecting a 2.17% year-over-year growth, supported by improving travel demand and lower fuel prices [7]. Cost and Economic Factors - UAL is expected to face challenges from a tariff-induced macroeconomic environment, with geopolitical uncertainties and inflation likely impacting travel demand [4][6]. - Labor costs are projected to rise, contributing to an 8.8% increase in operating costs compared to Q2 2024, driven by a 10.5% rise in salaries and related expenses [6]. Oil Prices and Industry Impact - The decline in oil prices, which fell 6% in the April-June 2025 period and 9% since the start of 2025, is seen as beneficial for the aviation industry, as fuel expenses are a significant cost factor [8]. Earnings Prediction Model - The current model indicates a potential earnings beat for UAL, with an Earnings ESP of +3.43% and a Zacks Rank of 3, suggesting a favorable outlook for the upcoming earnings report [9].

$50mm shorts liquidated in the past 60 minutes.Squeeze the bears and here comes price discovery. https://t.co/rfY0cRHxLzs4mmy (@S4mmyEth):Bitcoin is approaching price discovery.When it breaks, which altcoins will pump the hardest? ...

Core Insights - The article discusses the financial sector and highlights the author's extensive experience in journalism and reporting, particularly in the context of Canadian politics and economics [3]. Group 1 - The author, Neils Christensen, has over a decade of experience in reporting, specifically within the financial sector since 2007 [3]. - The article emphasizes the author's background in covering both territorial and federal politics in Canada, indicating a strong understanding of the economic landscape [3]. Group 2 - The article includes a disclaimer stating that the views expressed may not reflect those of Kitco Metals Inc., and it is intended for informational purposes only [4]. - The author has made efforts to ensure the accuracy of the information provided, but there is no guarantee of such accuracy [4].

Core Insights - ZIM Integrated Shipping's shares have decreased by 13.3% over the past six months, underperforming the Zacks Transportation-Shipping industry's decline of 8.5% and the broader transportation sector's 4.2% drop [1][6] - The stock has lagged behind peers such as Star Bulk Carriers, which gained 14.6%, and Frontline, which saw a decline of 2.1% during the same period [1][2] Supply Chain and Trade Challenges - Ongoing supply chain issues, rising tariff-related costs, and geopolitical tensions have pressured ZIM's stock performance [2][6] - Trade tensions, particularly between the U.S. and China, have negatively impacted ZIM, with management expressing caution regarding transpacific trade in the absence of a long-term trade agreement [3][4] Financial Outlook - Earnings estimates for ZIM for 2025 and 2026 have declined year-over-year due to trade tensions [5][6] - ZIM's long-term debt has more than doubled to $4.6 billion since 2019, raising concerns about its financial stability [7] Analyst Sentiment - Analysts maintain a bearish outlook on ZIM, with an average price target of $16.07, indicating a potential downside of 2.7% from its last closing price [9] - The average brokerage recommendation for ZIM is 4.13 on a scale of 1 (Strong Buy) to 5 (Strong Sell), reflecting negative sentiment [9] Dividend and Valuation - Despite challenges, ZIM offers a high dividend yield, with a regular cash dividend of approximately $89 million or 74 cents per share declared for the first quarter of 2025 [14][13] - ZIM trades at a low forward price-to-sales (P/S) ratio of 0.3X, making it attractive compared to industry peers [16][6]

Market Trends & Global Financial System - Investors are wary of longer-dated debt due to market volatility [1][4] - The financial system is repricing from a unipolar to a multipolar system [2] - Central banks are prioritizing financial stability over price stability, leading to higher inflation [3] Investment Strategies & Asset Allocation - Investors should consider hard assets like gold and private credit [3][4] - It's better to stay closer to home and position for upside in markets like equities or commodities [5] US Economic Outlook & Fiscal Policy - Tariffs won't generate enough capital to sustain the deficit [2] - The US may face austerity measures, including spending cuts, potentially starting in 2026 [2][5] - Voters are showing less tolerance for fiscal profligacy [6] - The US can continue spending at a clip of 6-7%, but eventually needs to find ways to fund the Treasury, cut spending, or depreciate the currency [7]

Company Overview - Rhythm Pharmaceuticals, Inc. (RYTM) shares increased by 36.6% in the last trading session, closing at $89, with notable trading volume compared to typical sessions [1] - The stock had previously experienced a 3.3% loss over the past four weeks [1] Recent Developments - The stock's rally followed the announcement of positive top-line data from a phase II study of the investigational oral melanocortin-4 receptor (MC4R) agonist, bivamelagon, for patients with acquired hypothalamic obesity [2] - The study results indicated statistically significant and clinically meaningful reductions in body mass index after 14 weeks of treatment with bivamelagon [2] Financial Expectations - The company is projected to report a quarterly loss of $0.64 per share, reflecting a year-over-year change of -16.4% [3] - Expected revenues for the upcoming report are $43.76 million, which represents a 50.5% increase from the same quarter last year [3] - The consensus EPS estimate for the quarter has remained unchanged over the last 30 days, indicating that stock price movements may not continue without trends in earnings estimate revisions [4] Industry Context - Rhythm Pharmaceuticals is part of the Zacks Medical - Biomedical and Genetics industry, which includes other companies like EyePoint Pharmaceuticals (EYPT) [5] - EYPT shares closed 10.2% higher at $10.96, with an 8% return over the past month [5] - EYPT's consensus EPS estimate for the upcoming report has also remained unchanged at -$0.67, representing a -15.5% change from the previous year [6]

Chim, any thoughts here on the dollar. I think the dollar has devalued 50% in the last 35 or 40 years. So, I think it's somewhat useful to look at any single couple of months in time, but this has been a one-way trade for a very long time.And it's probably important to understand why that is. And I think it generally has to do with the fact that the United States finances a lot of growth and that has been the right decision. So unless you see a complete collapse in the currency, I suspect that this decay co ...

Core Viewpoint - Kennedy-Wilson (KW) has shown a significant price increase of 11.3% over the past four weeks, with a mean price target of $9.9 indicating a potential upside of 32.7% from the current price of $7.46 [1] Price Targets and Analyst Consensus - The average price targets for KW range from a low of $7.70 to a high of $13.00, with a standard deviation of $2.76, suggesting variability in analyst estimates [2] - The lowest estimate indicates a 3.2% increase, while the highest suggests a 74.3% upside, highlighting the potential for significant price movement [2] - A low standard deviation among price targets indicates a high degree of agreement among analysts regarding the stock's price direction [9] Earnings Estimates and Market Sentiment - Analysts have shown increasing optimism about KW's earnings prospects, with a strong consensus on revising EPS estimates higher, which correlates with potential stock price increases [11] - The Zacks Consensus Estimate for the current year has risen by 245.5% over the past month, indicating positive sentiment among analysts [12] - KW holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates, further supporting its potential upside [13] Caution on Price Targets - While price targets are commonly referenced by investors, they can often mislead, as empirical research shows that they rarely predict actual stock price movements accurately [7][10] - Analysts may set overly optimistic price targets due to business incentives, which can inflate expectations [8]