It was a slow ascent: I needed to check for wasps, snakes and scorpions I was born in Tawau, a Malaysian city on the island of Borneo, and grew up around logging camps – my dad worked in the industry. In the early 90s, a lot of the forest here started being cleared for commercial use. At the time, I just thought that was the way things were. That changed when I began working in conservation as a t...
It was a slow ascent: I needed to check for wasps, snakes and scorpions I was born in Tawau, a Malaysian city on the island of Borneo, and grew up around logging camps – my dad worked in the industry. In the early 90s, a lot of the forest here started being cleared for commercial use. At the time, I just thought that was the way things were. That changed when I began working in conservation as a teenager at the South East Asia Rainforest Research Partnership in the nearby Danum Valley. My job was to plant seedlings in places where the forest had been cut down. I began to learn about the importance of keeping the forest safe. Continue reading...
Viktor Orbán, an icon for the global far right, could face defeat despite an electoral system weighted in his favour Hungarians go to the polls on 12 April in Europe’s most consequential election of the year, with Viktor Orbán, the country’s illiberal prime minister and global far-right icon, facing possible defeat, after 16 years in power, by a former loyalist, Péter Magyar. Continue reading...
Viktor Orbán, an icon for the global far right, could face defeat despite an electoral system weighted in his favour Hungarians go to the polls on 12 April in Europe’s most consequential election of the year, with Viktor Orbán, the country’s illiberal prime minister and global far-right icon, facing possible defeat, after 16 years in power, by a former loyalist, Péter Magyar. Continue reading...
Plan for three nuns who escaped from care home last year to go to Rome thought to be positive sign of Vatican’s decision Three nuns who escaped from a care home to return to their convent in a castle close to Salzburg where they had spent most of their lives are a step closer to being able to stay there, sources close to them say. Sisters Bernadette, Regina and Rita, who are in their early to late...
Plan for three nuns who escaped from care home last year to go to Rome thought to be positive sign of Vatican’s decision Three nuns who escaped from a care home to return to their convent in a castle close to Salzburg where they had spent most of their lives are a step closer to being able to stay there, sources close to them say. Sisters Bernadette, Regina and Rita, who are in their early to late eighties, broke into their convent home in Elsbethen last September with the help of former pupils of the Catholic school at which they had taught and other supporters. Their case became a cause célèbre, attracting attention from around the world. Continue reading...
Hong Kong police are on the hunt for two men who allegedly attacked a taxi driver they had an argument with in Yuen Long in the early hours of Friday. The force received a report from the 57-year-old victim at 2.50am. The cabby said he had asked the two men blocking his vehicle off 3 Kau Yuk Road to move aside, but his plea triggered a quarrel and led to him being attacked by the pair. The two men...
Hong Kong police are on the hunt for two men who allegedly attacked a taxi driver they had an argument with in Yuen Long in the early hours of Friday. The force received a report from the 57-year-old victim at 2.50am. The cabby said he had asked the two men blocking his vehicle off 3 Kau Yuk Road to move aside, but his plea triggered a quarrel and led to him being attacked by the pair. The two men, who are non-Chinese, fled after the attack. Officers arriving at the scene found the victim with...
kyoshino/E+ via Getty Images 8:30 AM Employment Situation The most closely watched of all economic indicators, the employment situation is a set of monthly labor market indicators based on two separate reports: the establishment survey, which tracks 650,000 worksites and offers the nonfarm payroll and average hourly earnings headlines, and the household survey, which interviews 60,000 households a...
kyoshino/E+ via Getty Images 8:30 AM Employment Situation The most closely watched of all economic indicators, the employment situation is a set of monthly labor market indicators based on two separate reports: the establishment survey, which tracks 650,000 worksites and offers the nonfarm payroll and average hourly earnings headlines, and the household survey, which interviews 60,000 households and generates the unemployment rate. Payrolls are seen to be back up by 51K after a surprise decline of 92K in February. The jobless rate is expected to be flat at 4.4 percent in March versus 4.4 percent in February. Earnings growth is expected at 0.3 percent, down from 0.4 percent in February. 9:45 AM PMI Composite Final The US Services Purchasing Managers' Index (PMI) is based on monthly questionnaire surveys collected from over 400 U.S. companies, which provide a leading indication of what is happening in the private sector services economy. More on U.S. Markets Is The War Really Reaching Its End? Assets Bounce Despite Oil Rally - Market Check Bonds Won't Save You From The Next Recession SPX Call Demand Jumps On Optimism Trump threatens to hit Iran ‘extremely hard’ even as war nears end; oil surges, futures dip Recession odds down sharply after string of better-than-expected economic data
This is the forum for daily political discussion on Seeking Alpha. A new version is published every market day. Please don't leave political comments on other articles or posts on the site. The comments below are not regulated with the same rigor as the rest of the site, and this is an 'enter at your own risk' area as discussion can get very heated. If you can't stand the heat... you know what the...
This is the forum for daily political discussion on Seeking Alpha. A new version is published every market day. Please don't leave political comments on other articles or posts on the site. The comments below are not regulated with the same rigor as the rest of the site, and this is an 'enter at your own risk' area as discussion can get very heated. If you can't stand the heat... you know what they say... More on Today's Markets: Moderation Guidelines: We remove comments under the following categories: Personal attacks on another user account Anti-Vaxxer or covid related misinformation Stereotyping, prejudiced or racist language about individuals or the topic under discussion. Inciting violence messages, encouraging hate groups and political violence. Regardless of which side of the political divide you find yourself, please be courteous and don't direct abuse at other users. For any issue with regards to comments please email us at : moderation@seekingalpha.com. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Tania Warner is fitted with ankle monitor and released along with seven-year-old daughter Ayla Luca after being deemed not a flight risk A Canadian woman and her seven-year-old daughter, who were held for nearly three weeks in a notorious detention center by US Immigration and Customs Enforcement (ICE), were released on Thursday evening after posting a bond of $9,500. Tania Warner and her daughter...
Tania Warner is fitted with ankle monitor and released along with seven-year-old daughter Ayla Luca after being deemed not a flight risk A Canadian woman and her seven-year-old daughter, who were held for nearly three weeks in a notorious detention center by US Immigration and Customs Enforcement (ICE), were released on Thursday evening after posting a bond of $9,500. Tania Warner and her daughter Ayla Luca, originally from British Columbia, are both Canadian citizens. Warner moved to the US in 2021 when she married Edward Warner, a US citizen. “Very happy to have my family home … it’s been a whirlwind day,” said Edward Warner. Continue reading...
24K-Production/iStock via Getty Images I remember 2018 fondly, it was the year I began my career as an equities analyst. It was also the year that marijuana stocks were making moonshot gains every other week. Canada legalized marijuana for recreational use that year, and Wall Street anticipated that American federal legalization would be just around the corner. Today, about eight years later, fede...
24K-Production/iStock via Getty Images I remember 2018 fondly, it was the year I began my career as an equities analyst. It was also the year that marijuana stocks were making moonshot gains every other week. Canada legalized marijuana for recreational use that year, and Wall Street anticipated that American federal legalization would be just around the corner. Today, about eight years later, federal legalization might be closer than it was in 2018 but it’s not here yet. Despite that, I think NewLake Capital Partners ( NLCP ) is worth serious consideration for your dividend portfolio. And it’s not just because its yield is just shy of 12% at current prices. Though, that does make it pretty attractive to be perfectly honest. Let’s get into it. The Opportunity: Prohibition Nearing its End? NewLake isn’t one of the cannabis companies that popped in 2018 only to crash shortly thereafter. It’s a real estate investment trust or REIT that rents out retail properties to state-licensed cannabis companies. And even if investors might have jumped the gun in 2018 I do think federal legalization is coming, just more slowly than many hoped it would eight years ago. Because, despite still being illegal at the federal level, cannabis is now fully legal for adult use in 24 states, legal for medical use in 15 states, and the use of CBD for medical purposes is legal in 6 states. Only Kansas, Wyoming, and Idaho have no state-level laws on the books offering the drug greater legality than it has on the federal level. At the end of 2018, marijuana was only fully legal in 10 states so that number has more than doubled in the almost-decade since. NewLake Investor Presentation Beyond that, according to a Pew Research poll, 57% of American adults believe marijuana should be legal for both medical and recreational use while 32% of American adults think it should at least be legal for medical use. Only 11% of American adults think marijuana should remain totally banned. So, while the federal g...
Independent hardware stores and cooperative chains like Do it Best, Ace Hardware, and True Value Hardware face extreme competition from major big-box home improvement centers like Home Depot and Lowe's, which have resulted in the smaller competitors closing their stores when they can no longer ...
Independent hardware stores and cooperative chains like Do it Best, Ace Hardware, and True Value Hardware face extreme competition from major big-box home improvement centers like Home Depot and Lowe's, which have resulted in the smaller competitors closing their stores when they can no longer ...
U.S. trade panel opens patent probe into Hisense The U.S. International Trade Commission has opened a patent-infringement investigation into Chinese electronics maker Hisense and streaming platform Roku Inc. over certain display devices and media players. The case stems from a March 2 complaint by Las Vegas-based InnoTV Labs LLC. InnoTV alleges the companies violated Section 337 of the Tariff Act ...
U.S. trade panel opens patent probe into Hisense The U.S. International Trade Commission has opened a patent-infringement investigation into Chinese electronics maker Hisense and streaming platform Roku Inc. over certain display devices and media players. The case stems from a March 2 complaint by Las Vegas-based InnoTV Labs LLC. InnoTV alleges the companies violated Section 337 of the Tariff Act of 1930 by importing and selling products that infringe its patents. It is seeking limited exclusion and cease-and-desist orders. In addition to Roku, the investigation names six Hisense entities, including Hisense Visual Technology Co. Ltd. and Hisense USA Corp., as well as Purple Tag Media Technology operations in Shanghai, Guangdong and Mexico.
Andrii Dodonov/iStock via Getty Images The Janus Henderson AAA CLO ETF ( JAAA ) is an ETF managed by Janus Henderson Investors, focused on investing in high quality ( AAA ) Collateralized loan obligations to deliver a superb risk adjusted return. Janus Henderson has delivered a 3-year Sharpe ratio of 1.95, which is the most compelling point of this funds profile. Per the q4 2025 fact sheet , the f...
Andrii Dodonov/iStock via Getty Images The Janus Henderson AAA CLO ETF ( JAAA ) is an ETF managed by Janus Henderson Investors, focused on investing in high quality ( AAA ) Collateralized loan obligations to deliver a superb risk adjusted return. Janus Henderson has delivered a 3-year Sharpe ratio of 1.95, which is the most compelling point of this funds profile. Per the q4 2025 fact sheet , the fund has delivered an annual return of 7.05% over three years, with a standard deviation of just 1%. I am initiating JAAA with a buy rating and a 12-month forward expected TR of approx. 4.5%-5%, composed of roughly 4.0-4.2% in floating-rate income, and modest price appreciation of 0.3%-0.8% from rolldown of carry. This places JAAA approx. 100 bps above T-bill alternatives on an expected return level, with a fraction of the volatility found in traditional fixed income. The principal risk to this view is AAA CLO spread compression below S+100 bps, which would eliminate the premium that justifies holding structured credit over treasuries. A secondary risk is faster-than-expected fed easing, which would accelerate the income erosion from the floating-rate coupon reset mechanism (more on this later). With that said, due to JAAA's liquidity, track record, diversification, and risk adjusted return, I have decided to iterate a buy as an initial rating. Putting Risk Adjusted Return to Context To put JAAA’s risk-adjusted return into context, the maximum drawdown since inception is only –2.64%, which occurred on 07/19/2022, during the fastest rate-hike cycle in decades (colloquially called the interest rate shock of 2022). The fund has posted positive returns in every single calendar year since its inception in October of 2022, with +1.39% in 2021, 0.53% in 2022, 8.58% in 2023, 7.42% in 2024, and 5.16% in 2025, per the fact sheet. Against the peer set of short-duration income alternatives, JAAA dominates on a risk adjusted basis, as seen below: ETF 3Y Ann. Return Max Drawdown Expense R...
Energy challenges fail to curb expansion ambitions: Microsoft (MSFT.US) invests an additional $10 billion in Japan, partnering with SoftBank and Sakura to build AI cloud infrastructure. 富途牛牛
Energy challenges fail to curb expansion ambitions: Microsoft (MSFT.US) invests an additional $10 billion in Japan, partnering with SoftBank and Sakura to build AI cloud infrastructure. 富途牛牛