July 2, 2025 05:49 AM GMT Global in the Flow 1H25 Recap Performance – Dollar depreciates, equities rebound, credit is resilient Although it was a volatile first half, equity markets recovered the losses after April 2. The S&P 500 returned 6.2%, MSCI Europe returned 23.7% and KOSPI led, returning 40.9%. Technology led global equity sectors while consumer staples lagged. Rates performance in DM markets was mixed. However, credit was resilient. US and EUR HY total returns were 4.6% and 2.7%, respectively. The ...

During the meeting, Dr. Tian will share how users can take advantage of GuruFocus features to find good investment opportunities in the market. He will discuss market valuations, GF Score, DCF Models, and other key topics. He will also answer questions from GuruFocus members about the site, different features, the market or investment philosophies/strategies. We hope you will join in to learn how to get the most out of your membership. ...

Speaking of the weak dollar, my next guest has three names that should benefit from that. Or maybe it's the whole market as we were just discussing. Michael Caneritz is here.He's the chief investment strategist at Piper Sandler. It's great to see you. You too.What What is the the sort of top level effect of a dollar being down 10%. I mean, is it supportive for stocks. What happens if it continues. What happens if it doesn't.I I think it's positive. I mean, at least that's what I've we've observed through mo ...

During the meeting, Dr. Tian will share how users can take advantage of GuruFocus features to find good investment opportunities in the market. He will discuss market valuations, GF Score, DCF Models, and other key topics. He will also answer questions from GuruFocus members about the site, different features, the market or investment philosophies/strategies. We hope you will join in to learn how to get the most out of your membership. ...

With a stock market that is looking exceedingly expensive again, investors have been a tough bunch to please during the Q1 earnings season, sending shares of stocks down even if they pull off a successful beat-and-raise. And yet with valuation multiples looking rich, investorsWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the ind ...

ORLANDO, Fla., June 10, 2025 (GLOBE NEWSWIRE) -- Abacus Global Management, Inc. ("Abacus" or the "Company") (NASDAQ: ABL), a leader in the alternative asset management space, today provided the following response to last week's false and misleading short attack. Our shareholders have been subjected to a false and uninformed short attack. The short seller's report published on June 4, 2025 makes two key allegations: first, that Abacus relies too heavily on a single life expectancy provider (Lapetus Solutions ...

I'll be glad to share with you know that the market has not been very smooth although it was getting better. It it has been getting better last since last week lots of volatility. Let's review the market valuation that I always do and uh then I'll go to the things that uh we uh that's important to us.Okay, let me share my screen with you here. This is mascaran and uh this is the homepage of guru focus. What you see on your homepage on the homepage might be different from what I see because this page is full ...

[Music] Hey, hey, hey. Hello. Hello everyone. Hello.Uh yeah, let me Yes, this is Charlie TM, the founder and CEO of Guru Focus and very glad to see you again here. And as always, you can uh ask questions in the in the uh YouTube streaming channel and uh I will answer your questions whenever I can I get the chance. And yes, sure.Let me know where you are and I always love to hear from you. And I'm based in Plano, Texas. And uh actually the weather is getting much better.It was raining. It was lightening and ...

During the meeting, Dr. Tian shared how users can take advantage of GuruFocus features to find good investment opportunities in the market. He discussed how users can view insider buy-to-sell ratio trends to uncover potential market bottoms. He also explained how valuation works, including the GF Score, GF Value, DCF, reverse DCF, and valuation correlations. We hope you learned how to get the most out of your membership. Please like, subscribe and comment below! --------------------------------------------- ...

a [Music] hello hello uh thank you for joining me today this is a Charlie TI I'm the founder and CE of Guru focus and uh very glad to join you to join me thank you very much and I'm located in Plano Texas and tell me where you are and say hello to me and I i' love to see your names and see where you are from and the time here is 100 p. m. on February 5th it's actually weather is little bit cold and yesterday it was cold today it's um cold and cloudy now not very good but it seems like the weather will get b ...