Global Equities: Ratcheting Up Downside Protection
Global Equities: Ratcheting Up Downside Protection Source link
Global Equities: Ratcheting Up Downside Protection Source link
Well, Wall Street’s heavy hitters are at it again and rolling in the dough. Earnings just came out and the banks are KILLING it. While it might sound like the usual banker party – there’s more to these earnings reports than just fat bonuses and champagne… With Goldman Sachs, Bank of America and Citigroup all…
by Calculated Risk on 10/23/2024 02:48:00 PM Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: Architecture firm billings worsened in September The AIA/Deltek Architecture Billings Index (ABI) score was 45.7 for the month, as the majority of firms continued to report declining billings. Despite recently…
I had a deep dive into KPG to see if I could find any conviction given the strong run in share price and the enthusiasm some investors I respect, had for the business. In the end I couldn’t find the conviction and here are a few of the reasons. The debt still troubles me, a…
Chip firm Arm is cancelling an architectural license agreement that allows Qualcomm to use its intellectual property to design chips, a person familiar with the matter said, amid an ongoing legal battle between the two companies. Qualcomm’s shares fell nearly 3% on Wednesday, while Arm was down around 6%. Arm has given Qualcomm a mandated…
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Apple Inc. (NASDAQ: AAPL) stock has surged in response to the iPhone 16 first reports four weeks after its sales commencement. Wall Street experts are getting increasingly buoyant about the company, mainly on the performance of its main product in the global markets. The stock made positive moves on October 21, as it got up…
Ad Insiders Exposed Has Trump Finally Gone Too Far? Lately, there’s been a lot of buzz around a secret loophole executive insiders are using to make millions buying and selling their own stocks. It’s so powerful … so profitable … that most people immediately assume this is just another example of Trump doing what’s best…