In looking at the distressed-bond market today, Marty Fridson suggests: Fasten your seatbelts. It’s going to get very bumpy. But investors who remain rational will profit extravagantly from the foreseeable disconnect between value and price in the lower-quality end of the corporate bond market.
There are good AI stocks and there are not-so-good AI stocks: some are overvalued and some are growing revenue and earnings while creating lasting innovations. It is a stock market where both things can be true.
If you want to succeed in investing – or in any field where competition is fierce – take a page from this investor’s book… and play the game differently than everyone else. Erez Kalir explains how.
The real damage that tariffs cause is not just the destabilization of stock markets. It is the real burden it will place on businesses and ultimately consumers.
We are recommending two new covered-call trades on shares of Embraer (NYSE: ERJ) and Philip Morris International (NYSE: PM).
As the impact of higher inflation, slow economic growth, and a collapse in GDP becomes apparent, a scapegoat will be found. Porter tells the story of Jenkin’s ear. When the elites’ financial dominance is threatened, they find an ear. And they cut it off.
Each Friday, we provide an update on the current live tracking portfolio (as of the previous day’s closing prices), a summary of the last week of trading activity, and updates on any significant developments among the companies we have positions in.
