Let's turn back to the markets. Keith Lerner, truest wealth co-chief investment officer, joins us now. Keith, good morning.Um, wonder what you think the market requires at this point to to maybe continue this advance. It's been a very rapid recovery, one of the most uh rapid ones historically. Uh, and now, you know, I think people are mostly on board with the idea that things might turn out okay.Yeah. Well, great to be with you, Mike. I mean, we have used a lot of energy.Part of the reason why this market h ...

诸多因素中，二级市场估值修复与退出预期改善是募资、投资回暖的核心逻辑。当前行业对多元化退出 机制的共识不断深化，创投机构普遍将提升DPI(已分配资本/实缴资本)作为核心目标，通过优化退出策 略为出资人创造回报，因此对项目的退出诉求尤为强烈。 不过，市场全面回暖仍需突破多重关卡，比如，市场化资金投资情绪有待进一步激活，长线资金入市规 模需持续扩大，IPO退出通道有待进一步畅通。唯有实现"募投管退"全链条良性循环，机构投资者才能 真正释放投资动能，加大对硬科技领域的布局力度。未来，随着政策红利持续释放叠加市场机制自我修 复，创投行业将向更具韧性、更富效率的发展新阶段迈进。 随着上半年创投市场关键数据陆续发布，行业人士对市场回暖的认知已从主观感受转向客观数据支撑。 执中最新报告显示，上半年机构LP(出资人)出资规模同比激增50%，投融资规模降幅显著收窄，IPO退 出项目数量增幅超20%。多项核心指标集体反弹，标志着创投市场走向复苏周期。 政策"组合拳"持续发力成为市场修复的核心动能。从2024年新"国九条""创投十七条"到2025年初国办1 号文，再到5月七部门提出设立"国家创业投资引导基金"，一系列政策"组合拳" ...

What we've seen so far is that tariffs tariffs haven't hurt. The dog that didn't bark was the tariffs going to hurt the economy. We're going to hurt the markets.Market had the fastest recovery ever ever the from the low in April uh from a 15% decline and you know we're we're at new highs in the market. That was Treasury Secretary Scott Bessent last hour talking the market recovery. this as the S&P 500 and NASDAQ again head for closing highs today.Here to share her playbook with stocks at records, Morgan Sta ...

尽管目前供应危机正推动房价持续上涨，但对于只有75万澳元预算的买家来说，仍 有希望。 根据最新的HTW Month in Review报告，如果买家愿意做出一些妥协，75万澳元的 预算仍能在市场中占 得一席之地。 （图片来源：RealEstate） HTW的Chris Hinchliffe指出："当前的住宅市场表现各异，首府城市和地区的情况 差异明显。" "全澳住宅中位价约为82.5万澳元，首府城市为90.5万澳元，而地区则 为67.3万澳元。" "虽然在悉尼或墨尔本市中心附近买房难度加大，但在其他主要城市仍可以买独立 屋或地理位置良好的 公寓，而地区的房源类型更是多种多样。" 报告指出，全澳目前只有5个独立屋市场处于下跌状态——Alice Springs, Launceston, Burnie/Devonport （初步下跌）, 墨尔本（在下滑中）和Port Macquarie（接近底部）。 有6个市场已触底——Ballina/Byron Bay, Coffs Harbour, Geelong, Illawarra, Lismore 和Southern Highlands。 目前有9个市场处于复苏初期，20 ...

S&P 500 hits new record high, reversing an almost $10 trillion loss in just weeks.https://t.co/2SiHOmPtL0 ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Bank of America Securities (BofA) on Monday downgraded Equifax, Inc. EFX underwhelmed by the company’s investor day that happened last week.The company has outlined its long-term financial framework, projecting an 8%-12% revenue growth rate, with 7%-10% of that being organic and mergers and acquisitions (M&A) contributing roughly 1%-2%.The company also anticipates cash EPS growth of 12%-16% and an annual shareholder return of 13%-18%.Also Read: Equifax Doubles Down On Growth Plan Despite Mortgage Market Woe ...

Core Viewpoint - Investing in turnaround stocks can be challenging, but successful turnarounds can yield significant gains [1] Company Overview - RH, formerly known as Restoration Hardware, is undergoing a transformation despite a stagnant housing market [2][3] - The company has shifted its focus to selling high-end furniture to affluent consumers and has rebranded its stores as "design galleries" [3] Financial Performance - Initially, RH's strategy led to revenue growth and operating margins increasing from approximately 10% in 2015 to over 24% during the pandemic [4] - However, margins have since compressed to just under 10% as revenue declined, indicating vulnerability to housing market fluctuations [6] Debt and Buyback Strategy - In response to market conditions, RH took on significant debt, totaling about $2.55 billion, to repurchase $1 billion in stock in 2022 and an additional $1.25 billion in 2023 [8][9] - This buyback reduced shares outstanding by over 25%, but the debt burden raises concerns if the housing market does not recover [9] Housing Market Context - The CEO described the current housing market as the worst in 50 years, with existing home sales nearly unchanged despite a significant population increase [10] - The prolonged downturn has exceeded management's expectations, leading to regrets about the timing of stock repurchases [11] Future Outlook - Despite challenges, there are signs of potential recovery, with last quarter's revenue up 12% year-over-year, and management anticipates revenue growth of 10% to 13% for the year [14][15] - The company is also investing in new design galleries, including locations in Paris and six in the U.S. [15] Risks and Considerations - RH's enterprise value is around $5.1 billion, and the company remains vulnerable to a prolonged housing market freeze due to its debt load [16] - The outlook for recovery is uncertain, influenced by interest rates, tariffs, and broader economic conditions [17]

After tariffs were announced at the beginning of 2025, stock market levels and household net worth declined. After the extreme tariffs were pulled back, the stock market has recovered which will likely help boost many American's net worth. https://t.co/sAWCy1mP6H ...

Get ON Semiconductor alerts: The last several years have been rough for many semiconductor stocks that focus on the automotive industry. However, recently, several of these names have experienced big upticks in their share prices, recovering from their deep lows in 2025. The analysis below will detail three of these names, which are now up more than 60% from their lows this year. These names also remain solidly below their 52-week and all-time highs, indicating that further recovery may be possible. All ret ...