China’s top electric vehicle maker, BYD, has shelved plans to build a major plant in Mexico over geopolitical tensions and uncertainty stemming from US President Donald Trump’s trade policies https://t.co/V3RCLvk6Gf ...

Key Takeaways SFM, URBN, COST and BJ are well-positioned despite a drop in U.S. consumer confidence in June. SFM's growth is fueled by innovation, pricing strategy, store expansion and private label momentum. URBN leverages digital growth, brand strength and operational agility to drive profitability.U.S. consumer sentiment declined in June, reflecting rising concerns over job concerns and broader economic challenges. The Conference Board's Consumer Confidence Index dipped by 5.4 points to 93.0, down from ...

The Bank of Thailand’s decision to leave borrowing costs unchanged this week gives it a “monetary lifeline” to deal with challenges ranging from US tariffs and geopolitical tensions to domestic politics, according to Deputy Governor Piti Disyatat https://t.co/roESV2WtgT ...

Market Opportunity & Investment Thesis - Bitcoin presents the greatest front-running opportunity in history, with significant potential for further growth [2] - Billionaires and ultra-wealthy millionaires are strategically accumulating Bitcoin behind the scenes [1][2] - The current $2 trillion market capitalization of Bitcoin is still small, indicating substantial room for expansion [2] - Geopolitical tensions are expected to drive Bitcoin's price higher [11] - Bitcoin is becoming the "Switzerland" of the world, offering a neutral asset in a fragmented global market [14][15] Market Dynamics & Catalysts - The involvement of Wall Street and the introduction of ETFs are key catalysts for Bitcoin's growth [10] - The US is becoming increasingly crypto-friendly, with sovereign wealth funds and public companies adopting Bitcoin strategies [10][11] - Regulatory clarity, particularly with potential shifts in political administrations, is creating a more conducive environment for Bitcoin [12][13] - The absence of strong negative sentiment ("poo pooers") indicates growing acceptance of Bitcoin [4] Investment Strategies & Perspectives - Ultra-wealthy individuals are allocating significant portions of their portfolios to Bitcoin, sometimes buying 100s or 1000s at a time [21][22] - Investors should focus on Bitcoin's present value rather than speculating on the future value of altcoins [42] - Maintaining a disciplined approach and continuing to accumulate Bitcoin, even at higher prices, is crucial for long-term success [34] - Bitcoin's unique position as a reserve asset for federal and state entities sets it apart from other cryptocurrencies [37]

Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...

Equity Research European Integrated Energy 22 June 2025 European Integrated Energy Hormuz in the crosshairs - testing a $100 oil scenario Iranian parliament holds a non-binding vote to close the Strait of Hormuz, in retaliation against the overnight US attack on Iran's nuclear sites. We expect energy stocks to move higher as a result, although those with higher Middle East exposure may lag behind relatively. Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies cove ...

Daniel, what do you make of the fact that we're seeing futures uh they're higher right now, not really responding to the idea that potentially there's a break in the ceasefire. It seems like investors seem pretty confident the ceasefire will hold. I don't know if I'd say people feel terribly confident, but there is clearly a baseline assumption in all of this that even before the announcement of the ceasefire, frankly, uh a belief that this wouldn't escalate too far.uh if you looked at the reaction even whe ...

ए कॉम्प्रहेंसिव लुक एट ट्रेंड्स, फंड प्रोफाइल्स एंड मोर इन एक्सप्लोरिंग ईटीएफ। हाय एवरीवन, वेलकम टू एक्सप्लोरिंग ईडीएफ। आई एम नीना मिश्रा एंड टुडे वी आर टॉकिंग अबाउट एरोस्पेस एंड डिफेंस ईडीएफस व्हिच आर सर्चिंग एज़ द कॉन्फ्लिक्ट इन द मिडिल ईस्ट हैज़ क्विकली एस्केलेटेड विथ द यूएस स्ट्राइकिंग न्यूक्लियर साइट्स इन ईरान ओवर द वीकेंड एंड ईरान हैज़ बाउंड टू रिटेलिएट सो वी आर ऑल क्लोजली वाचिंग दीज़ डेवलपमेंट्स एंड इन िशन टू कॉन्फ्लिक्ट्स इन द मिडिल ईस्ट रीजन एंड यूक्रेन द रशिया यूक्रेन वॉर व्हिच हैज़ बीन गोइंग ऑन टेंशनं ...

Investors looking for attractive dividends can always find something of interest in turnaround stories. There are, however, high-risk turnarounds and low-risk turnarounds. Medical Properties Trust (MPW 0.45%) is a high-risk story, while Prologis (PLD 0.57%) and Rexford Industrial (REXR -0.41%) are both of the low-risk variety. That's why Medical Properties Trust is probably best avoided and both Prologis and Rexford deserve a deep dive.What happened to Medical Properties Trust's dividend?Medical Properties ...

Key Takeaways Barrick is progressing with key projects like Goldrush, Fourmile, and Lumwana to boost long-term production. AEM saw record Q1 cash flow, slashed net debt, and benefits from post-merger scale and flexibility. Agnico Eagle trades at a higher valuation than B but offers stronger dividend growth and lower financial risk.Barrick Mining Corporation (B) and Agnico Eagle Mines Limited (AEM) are two leading players in the gold mining space with global operations and diversified portfolios. While gol ...