Credit rating downgrades are becoming more frequent, the latest sign that companies are starting to perform worse and raising fresh questions about whether corporate debt valuations should be as high as they are https://t.co/Viq75DILsv ...

Let's bring in Dominic Chew. He's at the American Century Championship in Tahoe and joins us with a special guest. Hey Dom.Absolutely. Kathy Englebert, the WNBA commissioner is with us right now and as she just mentioned, a magnificent setting for not just golf, but for everything else in Lake Tahoe. Thank you for being here with us.Great to be here, Don. All right, so let's talk a little bit about first why you're here. You are going to be playing in this celebrity am golf tournament that happens.Why are y ...

Motley Fool Co-Founder and CEO Tom Gardner gets candid on market fears, rookie mistakes, stock valuations, AI’s future, and the investing system built for long-term wealth.0:00 Intro0:05 Navigating Uncertainty2:40 5 Investments to Avoid9:04 Motley Fool's System13:46 Stock Market Valuation15:20 Paying for Investing Advice18:13 Two Biggest Questions ...

Well, one of the investors profiled in the Big Short is not worried about the size of the budget deficit. Steve Eisman is host of the Real Eisman Playbook podcast. He's former senior portfolio manager at Newberger Burman.He joins us here on set. Um Steve, you said this before. It doesn't matter.People have been running against us for decades. 40 years. 40 years.When do you think will it. You know what I say about all this. Just stop.God's sake. You know, I'm gonna say this. Maybe it's a little too obnoxious ...

RT KP 🐍 (@0xkp__)We've probably peaked in alt tge valuationsAlthough permissionless liquidity events are a feature not a bug of our industry, market has learned it incentivizes the wrong behavior which is1) pushing of a token (public liquidity event) way too early in a business's life2) massively over compensating lack of fundamentals with narrative3) running unnecessary raises with artificially long lockups to juice the public offering val (launch high with no supporting fundamentals at a cyclical opportun ...

July 2, 2025 09:30 AM GMT China Musings | Asia Pacific M Idea The Trio That Could Change Everything — If It's Allowed To China doesn't just need new stimulus, a new growth algorithm is needed too. The "trio" of reforms could eventually form the basis for that. But old habits and incentives die hard. The 15th Five- Year-Plan will be the real litmus test: is Beijing ready to stop rewarding what it wants to reduce? At the Central Commission for Financial and Economic Affairs meeting hosted this Tuesday (July 1 ...

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 ...

RT Kov (effort arc) (@0xkovv)think ansem is spot on herenot so much noise, but it is a signal nowcan't say I was really involved in 2020-2021 as I have been for the past 3-4 years, but from what i can see - the game is much different then it wasthe PA dynamic now feels like it isn't so much dependent on "future growth" but like they are an early start ups as ansem mentionedthink it is no surprise but the valuations on some (really all) of these coins were drastically overvalued last cycleno more freebies fo ...

If you're a US investor, U.S. equity markets are starting to look a little bit more rosy. We're on a decent roll. We're back.We've bounced quite strongly off the earlier lows. But if you're a European investor, the picture looks very different. How do I think about this. How are you thinking about this.Do you think this equity market rally has got legs. Well, I do think that the equity markets are looking a bit frothy guy, because, you know, since April we have bounced hard, as you mentioned. And if you loo ...