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L.B. Foster Company: Despite Some Challenges, This Play Is Undervalued
Seeking Alpha· 2025-11-26 15:54
Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...
LSEG跟“宗” | 12月降息几率又回升 “高位”沽金换币的投资者叫苦不迭
Refinitiv路孚特· 2025-11-26 06:03
李冈峰 欧洲天然资源基金 Commodity Discovery 特约分析师 这是一个主要从美国每周的CFTC数据公布基金(Managed Positions)在当地期货市场的各种部署,继 而反映现时市场对贵金属的情绪和对短/中期的一个价格判断。美国每周五收市后公布的CFTC数据, 记录日为刚过去的周二(如果过去一周原本工作日是假日的话数据出炉会延期)。 概要 因为美国政府停摆,CFTC公布期货市场多空持仓 数据 仅更新至10月7日 。 目前市场认为明年1月再降息的几率也从两周前的17.4%升至25.2%(假如12月不降息,1月降的几 率则从两周前的66.1%升至76.3%)。问题也来了 —— 目前看期货数据,市场普遍认为今年12月不 降就1月降, 那早一个月晚一个月,对美股估值就有这么大影响? 相信比较大的影响,是如果12 月降息基金经理还可以指望年底分红,1月降就只能等到3月,太遥远了。因此,这次所谓的资产 大跌,说穿了就是 基金经理锁定利润 + 减去杠杆造成的。 另外有时看到网络消息,比如标题意思大概是金价升到4300美元然后「跌崩」300美元、或者「金 价升到4000美元无力再上」等等,看到也是感到无 ...
X @Bloomberg
Bloomberg· 2025-11-26 00:18
Venture Global signed an agreement with Tokyo Gas to supply the utility with liquefied natural gas for 20 years, the US producer’s fourth long-term contract with a Japanese company https://t.co/fAefFkkvmf ...
Is Berkshire Hathaway (BRK.B) The Top Stock to Save Your Portfolio Ahead of Potential AI Bubble Pop?
Yahoo Finance· 2025-11-25 13:39
Core Viewpoint - Berkshire Hathaway Inc Class B (NYSE:BRK.B) is considered a strong investment option by Redditors, particularly as a means to diversify portfolios in anticipation of a potential AI bubble burst [2]. Group 1: Investment Appeal - Berkshire Hathaway is involved in various sectors, including insurance, railroads, utilities, and energy, providing a diversified exposure [2]. - The company has a substantial cash reserve of approximately $380 billion, which positions it well against market volatility [2]. - The stock has appreciated by 11% year-to-date, indicating positive market performance [2]. Group 2: Portfolio Strategy - Berkshire's recent $4.3 billion investment in Alphabet reflects its increasing interest in AI and technology opportunities [3]. - Despite the potential for growth, concerns exist regarding the elevated valuation of Berkshire's stock [3]. - Insurance remains the primary source of revenue and operating income for Berkshire, highlighting its traditional business strength [3]. Group 3: Comparative Analysis - While Berkshire is viewed as a solid investment, there is a belief that certain AI stocks may offer higher returns with lower risk [4].
Here’s How the Acquisition Helps FTAI Infrastructure (FIP)
Yahoo Finance· 2025-11-25 13:29
Diamond Hill Capital, an investment management company, released its “Small Cap Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Markets continued their rally in the third quarter, with small-cap stocks gaining over 12% as measured by the Russell 2000 Index. However, the portfolio trailed the Russell 2000 Index in the quarter, returning 7.93% (net of fees). The relative underperformance was mainly due to the rally being driven by sectors that the portfolio typically ...
Calumet to Attend Bank of America Leveraged Finance Conference
Prnewswire· 2025-11-25 12:00
more press release views with Request a Demo Also from this source Calumet to Attend T.D. Cowen Conference Accessibility StatementSkip Navigation INDIANAPOLIS, Nov. 25, 2025 /PRNewswire/ -- Calumet, Inc. (NASDAQ: CLMT) ("Calumet") announced today that it plans to attend the Bank of America Leveraged Finance Conference on Tuesday, December 2 and will hold one-on-one investor meetings throughout the day. About Calumet Calumet, Inc. (NASDAQ: CLMT) manufactures, formulates, and markets a diversified slate of s ...
X @Bloomberg
Bloomberg· 2025-11-25 10:05
Husk Energy Systems, the world's biggest mini-grid company, has started an industry record capital raise of $400 million and wants to boost revenue 10-fold https://t.co/db5jNzN95R ...
US stock market today: Full list of top pre-market movers across Dow, S&P 500 and Nasdaq as gold slides and Bitcoin keeps falling
The Economic Times· 2025-11-24 10:46
Stock futures edged higher early Monday as markets entered the shortened Thanksgiving week with cautious optimism. Trading volumes are expected to lighten, with U.S. exchanges closed Thursday and operating on a half-day schedule Friday. At 3:39 a.m. EST, Nasdaq 100 futures were up 0.99%, S&P 500 futures gained 0.68%, and The positive tone followed a mixed finish last week, when strong earnings partly offset renewed volatility across technology and cryptocurrency markets. The S&P 500 rose 0.98% over the we ...
X @The Economist
The Economist· 2025-11-24 10:40
Most of the world’s grid-scale energy storage comes in the form of pumped hydropower. These systems are expensive, slow to build and take up a lot of land. But there is a clever alternative https://t.co/eB5ac5xjYp ...
2025 China-S Korea (Yancheng) Industrial Park Economic and Trade Cooperation Forum Opens New Pathways for Bilateral Cooperation
Globenewswire· 2025-11-24 08:16
Core Insights - The 2025 China-South Korea (Yancheng) Industrial Park Economic and Trade Cooperation Forum was held to explore economic cooperation and low-carbon development between the two countries [1][4] - The Yancheng Economic and Technological Development Zone has hosted numerous bilateral events since 2019, generating over 9 billion U.S. dollars in transaction value [4] - The development zone has attracted nearly 400 Korean-invested enterprises, with total investment exceeding 13 billion U.S. dollars, establishing itself as a key economic hub in the Yangtze River Delta [6][7] Economic Cooperation - The forum aimed to pave the way for openness and mutual benefit in economic relations between China and South Korea [1] - Practical outcomes from this year's forum are expected to set the stage for a new chapter in bilateral economic relations [4] Development Zone Initiatives - The Yancheng Economic and Technological Development Zone leverages national-level platforms to enhance its role as a distribution hub for Korean products entering China [5] - Functional facilities such as the China-ROK International Block and China-South Korea Business Hub have been established to support bilateral cooperation [9] Investment and Growth - The development zone has become a significant economic and trade hub, facilitating regional integration with South Korea and boosting global connectivity [7] - The zone is committed to building a Korean-inspired brand and positioning itself as a primary destination for industrial cooperation and innovation [8]