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X @Wendy O
Wendy O· 2025-11-11 22:08
JUST IN: Former BlackRock exec Joseph Chalom says Ethereum is the future infrastructure for Wall Street ...
X @Watcher.Guru
Watcher.Guru· 2025-11-11 21:58
JUST IN: Former BlackRock executive says Ethereum is 'the infrastructure' for Wall Street. ...
My Toughest Market Call In 14 Years - And Why I Refuse To Ignore It
Seeking Alpha· 2025-11-10 12:30
Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .As most readers probably know, I enjoy watching Formula 1 races and I'm a fan of Verstappen, the four-time World Champion who shares the same nationality as I do.Leo Nelissen is an analyst focusing on major economic developments related to supply chains, infrastructure, and comm ...
The Most Important Investment Lessons I've Ever Shared
Seeking Alpha· 2025-11-09 12:30
Group 1 - The article emphasizes the importance of in-depth research on various income alternatives including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1] - The author has achieved a personal record in the time taken to write the article, indicating a commitment to thorough analysis [1] Group 2 - Leo Nelissen is identified as an analyst focusing on significant economic developments related to supply chains, infrastructure, and commodities, contributing to actionable investment ideas [2] - The analysis provided by Leo aims to highlight dividend growth opportunities, which are crucial for investors seeking income [2]
X @Sei
Sei· 2025-11-08 17:43
Sei offers the lowest transaction fees across major blockchains.Fees are 10× lower than Sui and ~30× lower than the next-fastest EVM chain.For global enterprises and high-frequency systems,cost-efficient infrastructure is a core requirement. Sei delivers it at scale. https://t.co/ga4IzS9N7Z ...
Fed policy will be part of what drives equity markets higher, says Morgan Stanley's Chris Toomey
CNBC Television· 2025-11-07 21:22
Let's get fresh reaction now from Chris Tumi of Morgan Stanley Private Wealth. It's good to have you back. >> Thanks for having me.>> Are you Have you been thinking at all about the government shutdown. I don't really feel like the market has at all. It's been so overwhelmed and consumed with the AI trade. >> Yeah, I think it's been consumed by the AI trade and now it's digesting it.And so I think if you think about it, equity markets are up probably 30 to 40% since liberation day. If you look at some of th ...
X @Bloomberg
Bloomberg· 2025-11-07 18:53
US states and local governments have sold a record amount of debt for the second year in a row, borrowing over $500 billion in the municipal market in 2025, in part as they tackle lingering infrastructure needs https://t.co/vimnrdIeFM ...
Market pro reveals the stocks and sectors to buy now
Youtube· 2025-11-06 19:48
Talk to us about what you are buying right now. What looks attractive to you. >> Well, uh, on my shopping list, one of them has been long bonds.It was the unloved to the loved, right. Yields I still believe will go lower. So, that's a big breakout area.Secondly, in terms of the infrastructure, uh we we actually got into an ETF called Aaran AMLP which does pipeline and then I read Phillips and Kinder Morgan are looking at expanding pipelines which is necessary that type of infrastructure for energy movement ...
4 Sector ETFs to Play for 2026
ZACKS· 2025-11-06 14:01
Core Insights - U.S. consumers are showing signs of financial strain, particularly lower-income households reducing discretionary spending, as indicated by recent earnings reports from major consumer-facing companies like McDonald's [1][2] Consumer Behavior - Lower-income households are cutting back on discretionary spending, with quick-service restaurant traffic from this group falling by nearly double digits in Q3, a trend persisting for two consecutive years [2] Economic Outlook - The economy is facing challenges from high costs and eroding savings, likely due to high interest rates and increased tariffs, but sectors with durable earnings power and exposure to wealthier consumers or emerging growth concepts like AI and infrastructure may benefit [3] Sector Performance - For 389 S&P 500 members that reported Q3 results, total earnings increased by 14.6% year-over-year, with revenues up by 8.3%. Notably, 83.5% of these companies exceeded EPS estimates, and 75.6% surpassed revenue estimates [5] - Q3 earnings are expected to show growth for 11 of the 16 Zacks sectors, with significant growth in Aerospace (+76.5%), Technology (+24.7%), Finance (+24.4%), and Retail (+15.3%) [6] Sector-Specific Insights - **Aerospace**: The sector has achieved 76.5% earnings growth on 14.6% higher revenues, with projected earnings growth of 65.1%, 4.3%, and 13.3% for Q4 2025, Q1 2026, and Q2 2026, respectively [7] - **Technology**: This sector has recorded 24.7% earnings growth with 14.4% higher revenues, with expected growth of 10.9%, 12.4%, and 17.8% in the upcoming quarters [8] - **Financials**: The Financials sector reported 24.4% earnings growth on 8.5% higher revenues, with anticipated growth of 15.8%, 15.7%, and 8.6% in the next three quarters [9] - **Retail**: The Retail sector has seen 15.3% earnings growth with 6.2% higher revenues, with expected growth of 3.6%, 7.8%, and 9.0% in the upcoming quarters [10]
CRH(CRH) - 2025 Q3 - Earnings Call Presentation
2025-11-06 13:00
Disclaimer Unless the context otherwise provides, "we," "us," "our," "CRH", the "Company" and like terms refer to CRH plc and its consolidated subsidiaries. Forward-Looking Statements In order to rely upon the "Safe Harbor" provisions of the United States Private Securities Litigation Reform Act of 1995, CRH is providing the following cautionary statement. This presentation contains statements that are, or may be deemed to be, forward-looking statements with respect to the financial condition, results of op ...