With a decade at a Big 4 audit firm specializing in the banking, mining, and energy sectors, I bring a strong foundation in finance and strategy. Currently, I serve as the Head of Finance for a leading owner and operator of retail real estate, where I oversee complex financial operations and strategy. I’ve been an active investor in the U.S. stock market for 13 years, starting with my very first paycheck. Over time, my portfolio has evolved to reflect a balanced approach, with a growing focus on value stock ...

U.S. stock futures point lower as investors review President Donald Trump's latest tariff threat against Canada, and bitcoin surges to a new record, lifting crypto stocks. Here's what investors need to know today. https://t.co/To5WHewfs8 ...

AND WALTER PIECYK CALLING FOR DISRUPTIVE CHANGE AT APPLE. WE BEGIN WITH STOCKS LOWER AS PRESIDENT DONALD TRUMP FLOATS A HIGHER GLOBAL TARIFF RATE. JOSE MANEYA WRITING "VOLATILITY IS HERE TO STAY. STAY INVESTED IN LOOK FOR THE RIGHT DIVERSIFICATION." JOSE JOINS US NOW.I WANT TO PICK UP ON THE FIRST LINE. VOLATILITY IS HERE TO STAY. WHY IS THAT.JOSE: WE ARE AT AN ALL-TIME PEAK IN TERMS OF THE NOISE IN THE MARKET. OUR TEAM ADDED 26 OR 27 POLICY CHANGES OR CYCLES THAT IMPACTED OR JOLTED THE MARKETS. THE MARKETS ...

又见基金从业人员违规炒股被罚。值得注意的是，被罚者未按规定申报行为竟持续4年之久。 上海证监局最新披露，针对夏某婕作为基金从业人员未按规定申报投资的违法行为，该局决定 对夏某婕处以3万元罚款。经查明，夏某婕于201X年X月入职某基金管理股份有限公司工作， 系基金从业人员。2020年3月至2024年4月期间，夏某婕控制使用"陈某"证券账户进行证券 投资，但事先未向所任职基金管理公司申报。 罚单显示，夏某婕，女，199X年X月出生，住址：上海市浦东新区。 近年来，基金从业人员违规炒股或因老鼠仓被罚者不胜枚举，甚至还有基金经理指挥妻子趋同 交易被曝光7个月后，监管直接下发公告催缴罚款。 夫妻档老鼠仓曝光后，监管催缴罚款3132万 今年3月，上海监管局出示公告，因违反《中华人民共和国证券投资基金法》《证券市场禁入 规定》，对张亮责令改正， 没收违法所得1566.26万元，并处以1566.26万元罚款，采取10 年证券市场禁入措施。 相关处罚决定书已经送达生效，但张亮至今未按规定缴纳罚没款。 因其他方式无法送达，该局向张亮公告送达《行政处罚罚款催告书》，并要求自该公告发出之 日起30日内到本局领取前述《行政处罚罚没款催 ...

Core Viewpoint - Analysts forecast that Synovus Financial (SNV) will report quarterly earnings of $1.25 per share, reflecting a year-over-year increase of 7.8%, with revenues expected to reach $583.84 million, a 90.7% increase compared to the previous year [1] Earnings Projections - Over the last 30 days, there has been a 1% upward revision in the consensus EPS estimate for the quarter, indicating analysts' reassessment of their initial forecasts [2] - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3] Key Metrics Forecast - Analysts project the 'Net interest margin, taxable equivalent' to be 3.3%, up from 3.2% in the same quarter last year [5] - The 'Efficiency ratio - TE' is expected to be 53.6%, a significant improvement from 98.2% reported in the same quarter last year [5] - The estimated 'Average Balance - Total interest earning assets' is $55.51 billion, compared to $54.85 billion in the same quarter last year [6] - 'Non-performing Assets (NPAs)' are projected to reach $289.74 million, up from $256.93 million a year ago [6] - 'Non-performing Loans (NPLs)' are expected to be $288.95 million, compared to $256.11 million in the same quarter last year [7] - The 'Tier 1 Capital Ratio' is forecasted at 11.3%, down from 11.7% reported in the same quarter last year [7] Income Estimates - The consensus estimate for 'Net interest income taxable equivalent' is $466.25 million, compared to $436.35 million in the same quarter last year [8] - 'Net Interest Income' is expected to be $462.13 million, up from $435.00 million in the same quarter last year [8] - 'Mortgage banking income' is projected at $4.47 million, compared to $3.94 million in the same quarter last year [9] - 'Service charges on deposit accounts' are expected to be $23.38 million, up from $22.91 million a year ago [9] - 'Fiduciary and asset management fees' are estimated at $20.08 million, compared to $19.73 million last year [10] - 'Capital markets income' is forecasted at $8.37 million, down from $15.08 million in the same quarter last year [10] Stock Performance - Over the past month, Synovus shares have returned +13.5%, outperforming the Zacks S&P 500 composite's +4.1% change, indicating a likely performance that aligns with the overall market in the upcoming period [11]

Analysts on Wall Street project that Monarch Casino (MCRI) will announce quarterly earnings of $1.22 per share in its forthcoming report, representing an increase of 2.5% year over year. Revenues are projected to reach $130.37 million, increasing 1.7% from the same quarter last year.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Ahead ...

Wall Street analysts expect Morgan Stanley (MS) to post quarterly earnings of $1.93 per share in its upcoming report, which indicates a year-over-year increase of 6%. Revenues are expected to be $15.92 billion, up 6% from the year-ago quarter.Over the last 30 days, there has been a downward revision of 0.7% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe. ...

The upcoming report from Commerce Bancshares (CBSH) is expected to reveal quarterly earnings of $1.02 per share, indicating a decline of 4.7% compared to the year-ago period. Analysts forecast revenues of $430.36 million, representing an increase of 3.8% year over year.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Before a company an ...

The upcoming report from South Plains Financial (SPFI) is expected to reveal quarterly earnings of $0.77 per share, indicating an increase of 16.7% compared to the year-ago period. Analysts forecast revenues of $51.7 million, representing an increase of 6.4% year over year.The consensus EPS estimate for the quarter has been revised 2.4% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timefra ...

Analysts on Wall Street project that M&T Bank Corporation (MTB) will announce quarterly earnings of $4.03 per share in its forthcoming report, representing an increase of 6.3% year over year. Revenues are projected to reach $2.39 billion, increasing 3.6% from the same quarter last year.The consensus EPS estimate for the quarter has undergone a downward revision of 0.2% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial ...