Barry speaks with Howard Lindzon, co-founder and CEO of StockTwits, and founder and managing partner at Social Leverage. They discuss his outlook for venture capital investing including what he sees as potentially profitable from human behavior. (Source: Bloomberg)
Barry speaks with Howard Lindzon, co-founder and CEO of StockTwits, and founder and managing partner at Social Leverage. They discuss his outlook for venture capital investing including what he sees as potentially profitable from human behavior. (Source: Bloomberg)
TruBridge (TBRG) delivered earnings and revenue surprises of +15.69% and -3.62%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
TruBridge (TBRG) delivered earnings and revenue surprises of +15.69% and -3.62%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
NJ Transit Cuts World Cup Train Fare After Backlash Over $150 Ticket Price After getting roasted over its $150 World Cup train fare, NJ Transit is backing off, lowering the roundtrip ticket to $105 for rides between Penn Station and MetLife Stadium, according to Bloomberg . The agency had defended the original price as necessary to handle massive game-day crowds, with roughly 40,000 extra riders e...
NJ Transit Cuts World Cup Train Fare After Backlash Over $150 Ticket Price After getting roasted over its $150 World Cup train fare, NJ Transit is backing off, lowering the roundtrip ticket to $105 for rides between Penn Station and MetLife Stadium, according to Bloomberg . The agency had defended the original price as necessary to handle massive game-day crowds, with roughly 40,000 extra riders expected per match. That explanation didn’t land well, considering the same trip usually costs about $13. Bloomberg writes that Mikie Sherrill pushed for a cheaper option and told the agency to look for outside funding, while also arguing that FIFA should help pay for moving its fans around. The price cut comes as frustration grows over the broader cost of attending the tournament, from match tickets to parking and travel. And despite Gianni Infantino hyping the event as an economic bonanza, hotel bookings in host cities like New York City, Boston, Toronto, and Vancouver are looking weaker than expected. FIFA maintains it already worked out financial responsibilities with host cities years ago and never agreed to cover transit costs. A bold stance from an organization expecting cities to roll out the red carpet — and apparently pick up the tab for it too. This year’s tournament will be the biggest World Cup yet, with 48 national teams playing 104 matches across the U.S., Canada, and Mexico — the first time the event has returned to North America since the 1994 FIFA World Cup. MetLife Stadium will host several marquee matches, including the final, putting the New York/New Jersey region squarely in the global spotlight. Which is exciting — assuming fans can actually afford to get there once they’ve paid for tickets, hotels, and a small fortune in stadium beer. Tyler Durden Fri, 05/08/2026 - 17:20
NVR ( NVR ) said on Friday that it will repurchase up to $750 million of the company’s outstanding common stock. The repurchase authorization does not have an expiration date. Source: Press Release More on NVR NVR, Inc.: Forward Indicators Have Improved, But P&L Hasn't (Rating Upgrade To Hold) NVR: Fundamental Resilience And Reasonable Valuation Warrant A Buy Amid Market Volatility NVR stock slide...
NVR ( NVR ) said on Friday that it will repurchase up to $750 million of the company’s outstanding common stock. The repurchase authorization does not have an expiration date. Source: Press Release More on NVR NVR, Inc.: Forward Indicators Have Improved, But P&L Hasn't (Rating Upgrade To Hold) NVR: Fundamental Resilience And Reasonable Valuation Warrant A Buy Amid Market Volatility NVR stock slides after Q1 earnings disappoint NVR GAAP EPS of $67.76 misses by $11.44, revenue of $1.88B misses by $140M Seeking Alpha’s Quant Rating on NVR
BlackRock Inc. is planning to launch two money-market funds built for investors who hold their cash in stablecoins, not bank accounts, a sign the world’s largest asset manager sees a durable customer base in the digital-dollar economy. The New York-based firm submitted paperwork to debut a digital class of shares tied to the roughly $6.1 billion BlackRock Select Treasury Based Liquidity Fund (BSTB...
BlackRock Inc. is planning to launch two money-market funds built for investors who hold their cash in stablecoins, not bank accounts, a sign the world’s largest asset manager sees a durable customer base in the digital-dollar economy. The New York-based firm submitted paperwork to debut a digital class of shares tied to the roughly $6.1 billion BlackRock Select Treasury Based Liquidity Fund (BSTBL), which invests in cash, US Treasury bills, notes and other securities with maturities of 93 days or less. The tokenized securities will be available on the Ethereum blockchain, and operate alongside the current traditional share classes. The other vehicle , BlackRock Daily Reinvestment Stablecoin Reserve Vehicle (BRSRV), will be a newly created tokenized money-market fund aimed at a growing class of investors who manage their finances through crypto wallets and stablecoins, as opposed to traditional brokerages. The fund will be launching on multiple blockchains, according to the Friday filing with the US Securities and Exchange Commission . Tokenization involves turning conventional assets such as stocks, bonds or private loans into blockchain-based tokens that confer fractional ownership. It’s become one of the hottest trends as Wall Street continues to court crypto-native capital. Read more: Wall Street ETF Complex Muscles Into the Digital Dollar Market BlackRock’s filings come as passage of the Genius Act — legislation establishing a federal framework for dollar-linked stablecoins, or digital tokens pegged to the greenback — accelerates demand for blockchain-native reserve assets. As more stablecoins come to market, issuers are seeking reserve funds that are both Genius-compliant and tokenized to allow for round-the-clock trading and near-instant settlement. The market value of tokenized assets has surged about 410% since 2025 to roughly $31 billion, according to data provider rwa.xyz. While the sector remains small compared with the trillions of dollars held in mutua...
American families are expected to spend up to $38 billion on Mother's Day this year, according to the National Retail Federation (NRF), $3.2 billion of which will go toward buying flowers. UrbanStems CEO Meenakshi Lala discusses broader consumer spending trends, especially for these sentimental holidays, while Americans navigate the K-shaped economy.
American families are expected to spend up to $38 billion on Mother's Day this year, according to the National Retail Federation (NRF), $3.2 billion of which will go toward buying flowers. UrbanStems CEO Meenakshi Lala discusses broader consumer spending trends, especially for these sentimental holidays, while Americans navigate the K-shaped economy.
2d illustrations and photos/iStock via Getty Images The fund I'm bringing you today does something that none among those analyzed has done. Yet it's something that in emerging markets in my opinion can bring value: it has made a selection. That's right, this ETF has a semi-quantitative selection strategy that has brought a 1.64x additional gain compared to the most profitable passive ETF on my lis...
2d illustrations and photos/iStock via Getty Images The fund I'm bringing you today does something that none among those analyzed has done. Yet it's something that in emerging markets in my opinion can bring value: it has made a selection. That's right, this ETF has a semi-quantitative selection strategy that has brought a 1.64x additional gain compared to the most profitable passive ETF on my list. The question is: will it be able to do it in the future too? Reasons to doubt, honestly there are many. Yet, personally I think yes. We're talking about Freedom 100 Emerging Markets ETF ( FRDM ), and you really need to hear this story. What is FRDM? FRDM is a passive solution, but driven by a quantitative selection mechanism. It keeps 20% for an overlap of the MSCI EM, and leaves over about 80% (79% to be precise) to an active , opportunistic I would define, selection strategy. A strategy it calls "freedom", precisely because it follows a benchmark called "life+ freedom index", proprietary. A strategy that precisely starts from selection, but that then continues with also the weighting methodology, also here "freedom", and annual rebalancing. It has a TER, above the average of passive ones, today equal to 0.49% , however covered by a dividend yield today equal to 2.01-2.11%, even though in the peaks of 2023 it also reached 5%. Moreover a yield equal to peak price. FRDM: 1Y Price Performance (Seeking Alpha) What Does This Strategy Consist Of? Trying to simplify: the first filter is applied on 24 emerging markets. Only stocks that weigh at least 0.15% of world market cap, following that other specific scores are applied. The interesting part are the exclusion metrics. First of all all those with >20% state ownership are eliminated, an element I appreciate a lot. We'll see that this will bring decided consequences in the expected return function. But let's immediately go see the construction. How is it Built? The fund today holds more than 130 stocks where the top 10 weighs...
IREN shares soar on a $3.4 billion AI cloud infrastructure deal with Nvidia. But does that warrant buying IREN stock at current levels? Let’s find out!
IREN shares soar on a $3.4 billion AI cloud infrastructure deal with Nvidia. But does that warrant buying IREN stock at current levels? Let’s find out!
Nvidia (NASDAQ: NVDA) , the world's largest company, has in recent days been dancing back and forth across the $5 trillion market cap threshold. Today, it's above that level. But those are just short-term movements. What long-term investors really want to know is when it could hit the next major milestone: $10 trillion. But is it even possible or realistic for Nvidia to get that far? Image source:...
Nvidia (NASDAQ: NVDA) , the world's largest company, has in recent days been dancing back and forth across the $5 trillion market cap threshold. Today, it's above that level. But those are just short-term movements. What long-term investors really want to know is when it could hit the next major milestone: $10 trillion. But is it even possible or realistic for Nvidia to get that far? Image source: Getty Images. Nvidia has been one of the biggest beneficiaries of the AI build-out. Its graphics processing units (GPUs) are still the top AI computing chips available. Considering both its rapid growth and the consistent undersupply of data center chips relative to demand, I don't see this changing anytime soon. This year, Wall Street analysts project 72% revenue growth for the company. Considering all that, it's no surprise that some investors believe that a $10 trillion market cap for it is inevitable, but what would it take to get there? Continue reading
If you are thinking about buying Bitcoin (CRYPTO: BTC) , you have plenty of options for getting exposure to the world's top cryptocurrency. You could, for example, buy it directly on a crypto exchange. Or you could buy a Bitcoin proxy stock such as Strategy (NASDAQ: MSTR) . But by far the easiest way is by buying one of the new spot Bitcoin ETFs . The first of these was launched in January 2024, a...
If you are thinking about buying Bitcoin (CRYPTO: BTC) , you have plenty of options for getting exposure to the world's top cryptocurrency. You could, for example, buy it directly on a crypto exchange. Or you could buy a Bitcoin proxy stock such as Strategy (NASDAQ: MSTR) . But by far the easiest way is by buying one of the new spot Bitcoin ETFs . The first of these was launched in January 2024, and they have been a smash success. Within a year of launching, they had quickly pulled in more than $100 billion from investors. The only hard part, frankly, is choosing which of the spot Bitcoin ETFs you would like to buy. All told, there are now more than a dozen such ETFs. Continue reading
Earnings Call Insights: Starwood Property Trust (STWD) Q1 2026 Management View Rina Paniry said the company “reported distributable earnings of $147 million or $0.39 per share for the first quarter,” adding that results reflected “continued higher-than-normal cash balances, the resolution of nonperforming assets and the ongoing optimization of our new Net Lease cylinder,” and that “adjusted for wh...
Earnings Call Insights: Starwood Property Trust (STWD) Q1 2026 Management View Rina Paniry said the company “reported distributable earnings of $147 million or $0.39 per share for the first quarter,” adding that results reflected “continued higher-than-normal cash balances, the resolution of nonperforming assets and the ongoing optimization of our new Net Lease cylinder,” and that “adjusted for which DE would have been $0.47.” Paniry said the company deployed $2.5B in the quarter and ended with “total undepreciated assets” of “a record $31.7 billion,” while also deploying “another $1.5 billion after the quarter.” She also framed mix shift away from a pure mortgage REIT profile: “Commercial Lending comprising just 52% of our investment base and owned property increasing to 25% this quarter.” On credit actions and reserves, Paniry detailed resolutions/foreclosures, including a multifamily sale that “we sold the asset for a $5 million DE loss,” and said STWD foreclosed on three nonaccrual loans totaling $347M. She added, “The weighted average risk rating on our loan portfolio improved to 2.9 this quarter versus last quarter's 3.0,” and said the quarter ended with “$676 million of reserves.” Paniry highlighted infrastructure and financing execution, saying STWD completed “our seventh actively managed infrastructure CLO, a $600 million transaction at a record low spread of SOFR plus 1.68%,” and that CLOs are “75% of our infrastructure debt.” On Net Lease dilution and refinancing steps, Paniry said the platform “has been quite dilutive” and that “if optimized and at scale, this business would have contributed $0.03 of incremental DE to the quarter.” She cited a $466M ABS at “5.06%” used to replace $324M at “6.65%,” plus a post-quarter $1B warehouse facility with a “40% lower spread.” On capital actions, Paniry said the board authorized “a $400 million share repurchase program,” and that in March STWD bought “1.1 million shares at a weighted average price of $17.67.” Outlo...
Earnings Call Insights: Information Services Group (III) Q1 2026 Management View Michael P. Connors said, "ISG had a strong first quarter and an excellent start to the year, continuing our momentum" (Chairman & CEO Michael P. Connors). Connors framed AI as the core growth narrative, saying, "AI demand continues to accelerate for ISG" and adding, "In Q1, we delivered $21 million of AI-related reven...
Earnings Call Insights: Information Services Group (III) Q1 2026 Management View Michael P. Connors said, "ISG had a strong first quarter and an excellent start to the year, continuing our momentum" (Chairman & CEO Michael P. Connors). Connors framed AI as the core growth narrative, saying, "AI demand continues to accelerate for ISG" and adding, "In Q1, we delivered $21 million of AI-related revenue, about 1/3 of our firm-wide total" (Chairman & CEO Connors). Connors highlighted a major governance win, stating, "One of the highlights of Q1 was the signing of our largest deal ever, a multiyear agreement valued up to $17 million" and adding, "we expect to support this client for up to 8 years" (Chairman & CEO Connors). Connors updated on ISG Tango, saying, "More than $27 billion of contract value is flowing through Tango" (Chairman & CEO Connors). Michael Sherrick summarized profitability and earnings, stating, "Adjusted EBITDA for the quarter was $8.3 million, up 11.8% with margin expanding 111 basis points to 13.5%" and "GAAP net income was $2.7 million or $0.05 per fully diluted share" (CFO & Executive VP Michael Sherrick). Outlook Connors provided Q2 targets: "we are targeting revenues of between $62.5 million and $63.5 million and adjusted EBITDA between $8 million and $9 million" (Chairman & CEO Connors). On guidance posture, Sherrick said, "there's an uncertain macro environment" and "we want to be conservative in how we look at things" (CFO & Executive VP Sherrick). Relative to the prior call’s Q1 guide of $60.5 million to $61.5 million in revenue and $7.5 million to $8.5 million in adjusted EBITDA, management’s current discussion emphasized continued AI and governance-led demand while citing macro uncertainty (Chairman & CEO Connors; CFO & Executive VP Sherrick). Financial Results Sherrick reported, "Revenue for the first quarter was $61.2 million, up 3% year-over-year" and by region, "Americas revenue was $39.8 million, down 2.9%... Europe delivered revenue ...