Group 1 - Friedrich Global Research aims to identify the safest and best performing companies for stock investment, focusing on free cash flow, efficient capital allocation, and consistently superior results to find high-quality management teams [1] Group 2 - The founder of Bern Factor LLC has nearly 40 years of investing and analysis experience, with expertise in both quantitative and qualitative analysis, as well as technical analysis [2] - The founder has a diverse background, having worked in various sectors including retail, military, and management, which provides a broad perspective on macroeconomics and detailed operational insights [2]

Have you ever heard of the Rainbow Mountain of Peru. Chances are you've seen beautiful photos like this, like this, or like this on social media. We did see it.The Rainbow Mountain has become one of the world's top tourism destinations, becoming a viral sensation only in the past decade. At a time when Instagram filled a craze for picture perfect sites, almost overnight, millions of dollars poured into a poor corner of Peru, where the local indigenous community reinvented themselves as the administrators of ...

United Airlines was bullish on Wednesday about a "strong finish" to the year as the carrier saw demand begin to rise earlier in the month amid decreased uncertainty.  The Chicago-based airline said in its second-quarter earnings report that demand posted a "sequential 6-point" acceleration beginning in early July, with business demand notching a "double-digit acceleration" compared to the second quarter. That uptick, United said, came from "less geopolitical and macroeconomic uncertainty."  "Importantly, Un ...

Bill Gates, Charles Koch And Three Other Billionaires Are Giving $1 Billion To Boost Economic Mobility Using A.I. https://t.co/FcbVltcJz7 https://t.co/FcbVltcJz7 ...

Insteel Industries (IIIN) Q3 2025 Earnings Call July 17, 2025 10:00 AM ET Company ParticipantsH.O. Woltz III - Chairman, President & CEOScot Jafroodi - VP, CFO & TreasurerConference Call ParticipantsJulio Romero - Equity Research AnalystTyson Bauer - Senior AnalystOperatorHello, and welcome, everyone, to the Instill Industries Third Quarter twenty twenty five Earnings Call. My name is Becky, and I'll be your operator today. I will now hand over to your host, Pete Schwartz, to begin. Please go ahead.H.O. Wol ...

From @WSJopinion: Whatever Powell’s errors, canning him early would be an economic and legal mistake https://t.co/qxUucr7bDT ...

Monetary Policy & Central Bank Independence - Central bank independence is crucial for achieving stable economic outcomes, especially low and stable inflation [3][4] - Markets would be concerned if central bank independence were threatened [4] - The Fed leadership likely believes tariff effects won't cause prolonged high inflation, especially given the less tight labor market compared to 2022 [8] - The FOMC holds a range of views regarding the appropriateness of lowering interest rates while tariff effects are present [11] Economic Outlook & Data Analysis - Recent data suggests the labor market doesn't require significant rate cuts, and underlying inflation trends are moving towards 2% [5] - Goldman Sachs anticipates three rate cuts later this year, potentially starting in September, due to a relaxed view on inflation [5][6] - Consumer spending appears somewhat softer when adjusted for tariff-driven price increases [14] - Tariffs are expected to slow the pace of economic growth due to their function as taxes and the uncertainty they create [14] - While tariffs may lead to slower consumption and final demand growth, other factors like bank earnings, M&A, and IPO activity suggest increased business and consumer confidence [15] - The economy is not expected to enter recessionary territory [15] - Growth for the year is expected to be in the low 1% range, below the trend pace of around 2% [19]

Recently, Black Rockck CEO Larry Frink published an article in the Financial Times titled, quote, "It's time for the second draft of globalization. It's safe to say that it took the world by storm." In that article, Larry acknowledged that globalization has created multiple problems such as growing wealth inequality. But it goes without saying that the solutions he has in mind could make things much worse. And that's why today we're going to take a look at what exactly Black Rockck is planning, how this cou ...

Bill Gates, Charles Koch And Three Other Billionaires Are Giving $1 Billion To Enhance Economic Mobility In The U.S. https://t.co/pQvusExZl3 https://t.co/0gkmtdfMeY ...

today unemployment rate in the low fours full employment uh the inflation rate still elevated but coming down you know I think the reality is is that the bite on the economy is a lot in a small medium-sized business area and and the reason why that happens is they borrow on their floating rate lines of credit and that rate went up substantially and it's come down a bit but it's up substantially and that slows down economic activity and you couple that with them with our commercial clients trying to figure o ...