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JEPI ETF: Below-Average Income Potential Ahead
Seeking Alpha· 2025-07-21 20:12
Join for a 100% Risk-Free trial and see if our proven method can help you too. You do not need to pay for the costly lessons from the market itself.Our last work on JPMorgan Equity Premium Income ETF (NYSEARCA: JEPI ) was published on May 13 in an article titled , “SPYI Vs. JEPI: 3 Reasons To Go With SPYI.” In thatSensor Unlimited contributes to the investing group Envision Early Retirement which is led by Sensor Unlimited. They offer proven solutions to generate both high income and high growth with isolat ...
Devon Energy's Stock Swoon: Could This Permian Producer Become A Prime M&A Target?
Seeking Alpha· 2025-07-21 18:16
The stock of Oklahoma-based oil and gas producer Devon Energy (NYSE: DVN ) is down 32% over the past year - much greater than its bigger peers (see one-year total returns chart below). The downdraft in the stock is despite the fact that Devon grew Q1Michael Fitzsimmons is a retired electronics engineer and avid investor. He advises investors to construct a well-diversified portfolio built on a core foundation of a high-quality low-cost S&P500 fund. For investors who can tolerate short-term risks, he advises ...
美银:The Flow-When Jerome met Donald Show
美银· 2025-07-19 14:57
更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 US Fed Funds rate (inverted) and Dow Jones Industrial Average from 1966 to 1977 Source: BofA Global Investment Strategy, Bloomberg BofA GLOBAL RESEARCH End of Bretton Woods 3 6 9 12 550 600 650 700 750 800 850 900 950 1000 1050 '66 '67 '68 '69 '70 '71 '72 '73 '74 '75 '76 '77 Dow Jones Industrial Average US Fed funds rate (mma, RHS- inverted) Franklin National bankruptcy Nixon impeachment Oil shock, Yom Kippur War Arthur Burns cuts rates by 225bps Penn Central bankruptcy Tet offe ...
QQQI: The Fund's Strategy Has Again Proven To Be Successful In A Changing Market Environment
Seeking Alpha· 2025-07-19 13:30
Group 1 - Sacrifice is often a part of investing, where investors must choose between consistent growth and income when allocating capital [1] - Companies or funds that provide both consistent growth and income are rare, leading to a common dilemma for investors [1] Group 2 - No specific company or industry details are provided in the documents [2] - The articles emphasize the importance of individual investor discretion and the lack of guarantees in past performance [2]
QQQI ETF: I See Better Hiding Places Amid Record NASDAQ Levels
Seeking Alpha· 2025-07-18 16:01
Group 1 - The article discusses the recent rise in the broader equity market and examines covered-call funds as a potential investment strategy [1] - NEOS Nasdaq 100 High Income ETF is highlighted as a specific fund that may offer high income and growth opportunities with managed risks through dynamic asset allocation [1] - Sensor Unlimited, the author, has a PhD in financial economics and has spent a decade analyzing the mortgage market, commercial market, and banking industry [2] Group 2 - The investment strategy includes two model portfolios: one focused on short-term survival and withdrawal, and another aimed at aggressive long-term growth [1] - The company provides direct access for discussions, monthly updates on holdings, and tax discussions, enhancing investor engagement [1] - The focus areas of the analysis include asset allocation and ETFs related to the overall market, bonds, banking, financial sectors, and housing markets [2]
With Intellia Therapeutics, Human Patience Beat Hot-Take Trading: Still At 'Buy'
Seeking Alpha· 2025-07-18 12:00
After 43+ years working for one investment research company or another, I finally retired. So now, I’m completely independent. And for the first time on Seeking Alpha, I won’t be working based on anybody else’s product agenda. I have only one goal now… to give you the best actionable investment insights I can.I have long specialized in rules/factor-based equity investing strategies. But I’m different from others who share such backgrounds. I don’t serve the numbers. Instead, the numbers serve me… to inspire ...
X @s4mmy
s4mmy· 2025-07-18 10:25
Platform & Tools Focus - Legion is a capital allocation platform aiming to democratize OTC/pre-sales via a scoring system [1] - The industry emphasizes the need for tools that can filter information effectively and enhance credibility in the face of increasing AI-generated content [1] - Pairing Legion profiles with Cookie may allow users to validate their timelines with on-chain proof [1] - The industry highlights the importance of innovation and utility for these tools, cautioning against becoming sources of recycled noise [2] Competition & Community - The Cookie–Kaito rivalry is considered healthy for the space [2] - Kaito's community launchpad with Theoriq and Espresso is anticipated [2] - The industry acknowledges that the potential market extends beyond Crypto Twitter [2] Market Observation - The industry is interested in observing the execution of these teams and providing feedback [2] - The industry is eager to see the upgraded tools in action and identify potential vulnerabilities [3]
X @Andy
Andy· 2025-07-17 15:59
It's highly likely that institutions are looking at this data and making allocation decisions based on it.Just saying. https://t.co/ZQAu5vvBAV ...
X @Wu Blockchain
Wu Blockchain· 2025-07-17 15:26
Investment & Digital Assets - Enlightify (ENFY), a NYSE-listed company, will acquire up to $20 million of CYBER tokens [1] - The acquisition will be phased over the next 12 months from the open market [1] - This is part of Enlightify's long-term digital asset treasury allocation strategy [1] - Enlightify becomes the first publicly listed company to invest in CYBER [1]
NEM Unlocks Value From Asset Sales: Will This Support Capital Plans?
ZACKS· 2025-07-17 14:31
Core Insights - Newmont Corporation (NEM) has sold shares in Greatland Resources Limited and Discovery Silver Corp for approximately $470 million after taxes and commissions, simplifying its investment portfolio and generating additional cash [1] - The company completed its non-core divestiture program in April 2025, expecting to generate $3 billion in after-tax cash proceeds from its divestiture program, which will support its capital allocation strategy [2][8] - Newmont's asset streamlining aims to concentrate capital on high-return, long-life assets, resulting in a $1 billion reduction in gross debt and a record first-quarter free cash flow of $1.2 billion [3] Financial Performance - Newmont's shares have increased by 57% year to date, outperforming the Zacks Mining – Gold industry's rise of 50.5%, largely due to a rally in gold prices [7] - The Zacks Consensus Estimate for NEM's earnings in 2025 and 2026 indicates a year-over-year rise of 31.3% and 6.7%, respectively, with EPS estimates trending higher over the past 60 days [10] Strategic Focus - The divestments allow Newmont to invest in key growth projects such as Tanami Expansion 2 in Australia, Ahafo North expansion in Ghana, and Cadia Panel Caves in Australia, aimed at boosting production capacity and extending mine life [4][8] - Newmont is well-positioned to meet its 2025 targets, continuing to deliver robust free cash flow from its high-quality, long-life asset portfolio [4] Competitive Landscape - Other companies in the industry, such as Barrick Mining Corporation and Kinross Gold Corporation, have also streamlined their portfolios by divesting non-core assets to focus on high-quality projects [5][6]