China's Central Bank Keeps Buying Gold... And Dumping US Debt Authored by Andrew Moran via The Epoch Times, China’s ferocious appetite for gold is influencing the global metals market, and that demand is what will keep driving up metal prices, according to Michael Howell, founder of CrossBorder Capital. The People’s Bank of China’s gold holdings totaled 74.19 million fine troy ounces by the end of...
China's Central Bank Keeps Buying Gold... And Dumping US Debt Authored by Andrew Moran via The Epoch Times, China’s ferocious appetite for gold is influencing the global metals market, and that demand is what will keep driving up metal prices, according to Michael Howell, founder of CrossBorder Capital. The People’s Bank of China’s gold holdings totaled 74.19 million fine troy ounces by the end of January, up from 74.15 million in the previous month, according to recent central bank data. Beijing’s value of gold reserves also surged to $369.58 billion, from $319.45 billion in December 2025. Gold accounts for almost 9 percent of China’s total reserves, the World Gold Council estimates. The metals market has been on a roller coaster ride over the past few months. Gold prices are currently trading at about $5,000 per ounce—up by 17 percent this year—on the COMEX division of the New York Mercantile Exchange. Silver, the sister commodity to gold, is hovering at about $80 per ounce. The white metal has fallen sharply since reaching an all-time high of $121. The commodities boom will continue, with a focus on oil and gold, Howell said in a recent interview with Siyamak Khorrami, host of EpochTV’s “California Insider.” Global financial markets are experiencing a commodities boom, particularly in industrials, which coincides with the buildout of artificial intelligence infrastructure. At the same time, Howell said, energy is also witnessing a dramatic increase. “Stronger economic activity worldwide will elevate oil prices from their current subdued levels,” he said. “Gold has had a tremendous rally over the last 18 months. It’s defied most predictions, but it continues to go up.” China is playing an outsized role in its meteoric ascent. Although retail traders are fueling sizable inflows into gold investments, China has been on a gold-buying spree for years as part of the country’s de-dollarization efforts. For more than a decade, Beijing has been diversifying its foreign ex...
IGM Financial press release ( IGIFF ): Q4 Non-GAAP EPS of $1.27 beats by $0.39 . Record high fourth quarter net earnings of $301.4 million increased by 20.6% from $250.0 million in the fourth quarter of 2024. Net inflows were $2.2B compared to net inflows of $244M in the fourth quarter of 2024. More on IGM Financial IGM Financial wins regulatory approval to renew NCIB on TSX Seeking Alpha’s Quant ...
IGM Financial press release ( IGIFF ): Q4 Non-GAAP EPS of $1.27 beats by $0.39 . Record high fourth quarter net earnings of $301.4 million increased by 20.6% from $250.0 million in the fourth quarter of 2024. Net inflows were $2.2B compared to net inflows of $244M in the fourth quarter of 2024. More on IGM Financial IGM Financial wins regulatory approval to renew NCIB on TSX Seeking Alpha’s Quant Rating on IGM Financial Historical earnings data for IGM Financial Dividend scorecard for IGM Financial Financial information for IGM Financial
Age 62 is the earliest you can claim Social Security. And so if you file at that point, you'll be looking at a pretty notable reduction to your monthly benefits. If you were born in 1960 or later and claim Social Security at 67, which is your full retirement age , you'll get your monthly benefits in full. File at 62, and those benefits will shrink by about 30%. Image source: Getty Images. Continue...
Age 62 is the earliest you can claim Social Security. And so if you file at that point, you'll be looking at a pretty notable reduction to your monthly benefits. If you were born in 1960 or later and claim Social Security at 67, which is your full retirement age , you'll get your monthly benefits in full. File at 62, and those benefits will shrink by about 30%. Image source: Getty Images. Continue reading
panaya chittaratlert/iStock via Getty Images The last time I spoke about Novocure ( NVCR ), it was with respect to a Seeking Alpha article entitled " Novocure Moves Pancreatic Cancer Treatment Forward With A "First" Using TTFields ." With respect to this article, I mentioned that the company was able to obtain a positive outcome from its phase 3 PANOVA-3 trial using TTFields concomitantly [at the ...
panaya chittaratlert/iStock via Getty Images The last time I spoke about Novocure ( NVCR ), it was with respect to a Seeking Alpha article entitled " Novocure Moves Pancreatic Cancer Treatment Forward With A "First" Using TTFields ." With respect to this article, I mentioned that the company was able to obtain a positive outcome from its phase 3 PANOVA-3 trial using TTFields concomitantly [at the same time] with gemcitabine and nab-paclitaxel [gem/nap-pac] to treat 1st-line locally advanced pancreatic cancer patients. The reason why I want to provide an update on this company is because just the other day it was able to achieve FDA approval of Optune Pax for the treatment of 1st-line locally advanced pancreatic [LAP] cancer patients. This is a huge win because it has been three decades since a drug had been approved to treat these specific pancreatic cancer patients. This FDA approval is ideal and a huge win for the company, but it is in good shape because it already has an expansion opportunity in place. What I'm talking about is the ongoing phase 2 PANOVA-4 trial, which is using TTFields in combination with TECENTRIQ [atezolizumab] + nab-pac + gemcitabine to treat 1st-line metastatic pancreatic cancer patients. Why do I believe it is important to bring up this program? It is simply because data from this mid-stage PANOVA-4 trial is expected to be released in Q1 of 2026. I will be going over this program in detail below. What investors should also be on the lookout for in the near term would be the release of data from another late-stage study. I'm talking about the release of topline data from the phase 3 TRIDENT study using TTFields concomitantly with radiation therapy [RT] + Temozolomide [TMZ] to treat patients with newly diagnosed glioblastoma multiforme [ndGBM]. Such data is expected in Q2 of 2026, and this is another potential catalyst for investors to expect. I rated this stock as a "Strong Buy" the last time around, and I believe I'm going to maintain this ...
Dozens of juvenile detention centers in 25 states reported holding children weeks or months as they awaited space at long-term psychiatric treatment facilities, according to a new survey. (Image credit: David Goldman)
Dozens of juvenile detention centers in 25 states reported holding children weeks or months as they awaited space at long-term psychiatric treatment facilities, according to a new survey. (Image credit: David Goldman)
Vinay Prasad, the Trump administration's top vaccine regulator at the Food and Drug Administration, single-handedly decided to refuse to review Moderna's mRNA flu vaccine , overruling agency scientists, according to reports from Stat News and The Wall Street Journal. Stat was first to report, based on unnamed FDA sources, that a team of career scientists at the agency was ready to review the vacci...
Vinay Prasad, the Trump administration's top vaccine regulator at the Food and Drug Administration, single-handedly decided to refuse to review Moderna's mRNA flu vaccine , overruling agency scientists, according to reports from Stat News and The Wall Street Journal. Stat was first to report, based on unnamed FDA sources, that a team of career scientists at the agency was ready to review the vaccine and that David Kaslow, a top career official who reviews vaccines, even wrote a memo objecting to Prasad’s rejection. The memo reportedly included a detailed explanation of why the review should proceed. The Wall Street Journal confirmed the report with its own sources, who added that FDA scientists attended an hourlong meeting with Prasad in early January, in which they laid out their objections to Prasad's plans to block the vaccine review. They reportedly told Prasad—a political appointee known for causing turmoil and espousing anti-vaccine rhetoric—that it was the wrong approach. Read full article Comments
The iShares 1-5 Year Investment Grade Corporate Bond ETF ( NASDAQ:IGSB ) and Schwab Short-Term U.S. Treasury ETF ( NYSEMKT:SCHO ) both offer short-term income at minimal costs, but they differ in their approach. The Schwab ETF sticks with government bonds at a rock-bottom expense ratio, while the iShares ETF diversifies into thousands of corporate bonds with a marginally higher fee and yield. SCHO...
The iShares 1-5 Year Investment Grade Corporate Bond ETF ( NASDAQ:IGSB ) and Schwab Short-Term U.S. Treasury ETF ( NYSEMKT:SCHO ) both offer short-term income at minimal costs, but they differ in their approach. The Schwab ETF sticks with government bonds at a rock-bottom expense ratio, while the iShares ETF diversifies into thousands of corporate bonds with a marginally higher fee and yield. SCHO’s exclusive focus on Treasuries will appeal to those seeking maximum safety, while IGSB mixes in investment-grade corporate bonds for potentially higher returns and yield. This analysis weighs their costs, performance, risk, and portfolio makeup to help investors decide which may fit their needs. Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Continue reading
Welcome back to Canada Daily, the newsletter on business, economics and politics from Vancouver to Montreal and beyond. If this was forwarded to you, sign up here . It’s a tough time to be a money manager. Technology, crypto and gold are all places where, at various times last year, investors could hide from risks. All three fell off the table on Thursday. Crypto markets took another hit as the Bi...
Welcome back to Canada Daily, the newsletter on business, economics and politics from Vancouver to Montreal and beyond. If this was forwarded to you, sign up here . It’s a tough time to be a money manager. Technology, crypto and gold are all places where, at various times last year, investors could hide from risks. All three fell off the table on Thursday. Crypto markets took another hit as the Bitcoin rout continues . The largest cryptocurrency has now tumbled by nearly half since its October peak, taking a bunch of related equities with it. One measure of how negative the sentiment is: Coinbase Global saw its shares lurch to the lowest level since February 2024 — that’s right, before Trump 2.0. The stock was pressured after Monness Crespi Hardt lowered its price target by 68%, calling assumptions of a steady recovery “foolish + facile” given the typical length of crypto bear markets. Then Coinbase reported a 20% revenue decline . The shift out of risk assets is also hammering Canadian tech investors. The TSX technology subindex has cracked this week, falling 10% in two sessions. That’s its largest two-day decline since the “Liberation Day” fiasco of last April. The artificial intelligence fear trade is spreading — and the two biggest Canadian names, Shopify and Constellation Software, have each lost more than 30% of their value this year. A tech winter, indeed. Also in this newsletter: Victor Dodig’s new job , Ontario deals with NBA bet-rigging , and who wants to tax a trillionaire ? The following was produced with the assistance of Bloomberg Automation. Top stories Telus named former CIBC head Victor Dodig as its next CEO , replacing Darren Entwistle after his 26 years at the helm. The surprise appointment comes as the company faces pressure over slow growth and high debt levels. Entwistle, 63, transformed the company into one of Canada’s dominant wireless operators and digital firms. Dodig, who starts the CEO role July 1, has been an independent director on the ...
H&R REIT press release ( HRUFF ): Q4 FFO per basic and diluted unit of C$0.312. Rentals from investment properties of C$203.75M vs. C$202.35M a year ago. More on H&R Real Estate Investment Trust H&R REIT declares CAD 0.05 dividend Seeking Alpha’s Quant Rating on H&R Real Estate Investment Trust Historical earnings data for H&R Real Estate Investment Trust Dividend scorecard for H&R Real Estate Inv...
H&R REIT press release ( HRUFF ): Q4 FFO per basic and diluted unit of C$0.312. Rentals from investment properties of C$203.75M vs. C$202.35M a year ago. More on H&R Real Estate Investment Trust H&R REIT declares CAD 0.05 dividend Seeking Alpha’s Quant Rating on H&R Real Estate Investment Trust Historical earnings data for H&R Real Estate Investment Trust Dividend scorecard for H&R Real Estate Investment Trust Financial information for H&R Real Estate Investment Trust
honglouwawa DexCom's ( DXCM ) Q4 2025 financial results beat on both lines and the company reiterated its 2026 guidance range, which includes the consensus. The maker of continuous glucose monitors sees revenue this year of $5.16B-$5.25B. Consensus is $5.23B. Q4 non-GAAP EPS of $0.68 compares to $0.45 in the year-ago period. DexCom was helped in the quarter by a 1 3% year-over-year revenue increas...
honglouwawa DexCom's ( DXCM ) Q4 2025 financial results beat on both lines and the company reiterated its 2026 guidance range, which includes the consensus. The maker of continuous glucose monitors sees revenue this year of $5.16B-$5.25B. Consensus is $5.23B. Q4 non-GAAP EPS of $0.68 compares to $0.45 in the year-ago period. DexCom was helped in the quarter by a 1 3% year-over-year revenue increase to $1.26B. US revenue rose by 11%, while international revenue grew 18%. The company ended 2025 with cash, cash equivalents, and marketable securities of $2B compared to $2.58B on Dec. 31, 2024. More on DexCom DexCom, Inc. 2025 Q4 - Results - Earnings Call Presentation DexCom, Inc. (DXCM) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript DexCom, Inc. (DXCM) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow DexCom Non-GAAP EPS of $0.68 beats by $0.03, revenue of $1.26B beats by $10M DexCom Q4 2025 Earnings Preview
On February 12, Sagil Capital LLP disclosed a new position in Aura Minerals (NASDAQ:AUGO) , acquiring 155,992 shares in the fourth quarter—an estimated $7.86 million trade. According to a Securities and Exchange Commission (SEC) filing dated February 12, Sagil Capital LLP reported opening a new position in Aura Minerals by adding 155,992 shares. The acquisition’s estimated transaction value was $7...
On February 12, Sagil Capital LLP disclosed a new position in Aura Minerals (NASDAQ:AUGO) , acquiring 155,992 shares in the fourth quarter—an estimated $7.86 million trade. According to a Securities and Exchange Commission (SEC) filing dated February 12, Sagil Capital LLP reported opening a new position in Aura Minerals by adding 155,992 shares. The acquisition’s estimated transaction value was $7.86 million. This was a new position for Sagil Capital LLP, with Aura Minerals representing 1.79% of its reportable U.S. equity assets after the quarter. Continue reading
Seeking Alpha Seeking Alpha Seeking Alpha More on Twilio Twilio: Too Expensive For An Upgrade, Even As Upcoming Earnings Look Promising Twilio: A Strong Agentic AI Play Twilio: 2025's Acceleration Ain't Stopping Twilio slips even as Q4 results, guidance top estimates Twilio Non-GAAP EPS of $1.33 beats by $0.10, revenue of $1.37B beats by $50M
Seeking Alpha Seeking Alpha Seeking Alpha More on Twilio Twilio: Too Expensive For An Upgrade, Even As Upcoming Earnings Look Promising Twilio: A Strong Agentic AI Play Twilio: 2025's Acceleration Ain't Stopping Twilio slips even as Q4 results, guidance top estimates Twilio Non-GAAP EPS of $1.33 beats by $0.10, revenue of $1.37B beats by $50M
Chip Somodevilla/Getty Images News Citigroup ( C ) increased Chair and CEO Jane Fraser's pay for 2025 to $42M, with 82% of the compensation tied to stock or performance share units, from $334.5M in 2024, according to a filing on Thursday. The board cited Fraser's accomplishments, including record 2025 revenue in each of the bank's five core businesses, net income rising 13% Y/Y, progress in regula...
Chip Somodevilla/Getty Images News Citigroup ( C ) increased Chair and CEO Jane Fraser's pay for 2025 to $42M, with 82% of the compensation tied to stock or performance share units, from $334.5M in 2024, according to a filing on Thursday. The board cited Fraser's accomplishments, including record 2025 revenue in each of the bank's five core businesses, net income rising 13% Y/Y, progress in regulatory compliance, and reaching key milestones in its simplification strategy, among others. The compensation consisted of $1.5B base salary, a $6.075M cash award, $14.175M in deferred stock, which vests over four years, and $20.25M in performance share units, which vest over three years. More on Citigroup Citigroup Inc. (C) Presents at Bank of America Financial Services Conference 2026 Transcript Citigroup Inc. (C) Presents at UBS Financial Services Conference 2026 Transcript Citigroup Issues New 6.25% Preferred: Hold Rated Citigroup seeks to resolve consent orders this year - report Cheap high flyer financials stocks - high momentum and low valuation
Getty Images Equities look past geopolitical risks; market leadership remains outside the US. Oil rose in January on multiple supply shocks; gold and silver saw a correction. However, the growth and inflation picture remained supportive of risk assets. Source: Author Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.
Getty Images Equities look past geopolitical risks; market leadership remains outside the US. Oil rose in January on multiple supply shocks; gold and silver saw a correction. However, the growth and inflation picture remained supportive of risk assets. Source: Author Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.
Steve Schwarzman has become an unlikely fixture in Japanese media of late. The Blackstone Inc. co-founder stars in a 30-second television commercial in Japanese as he touts the acumen of the world’s biggest alternative asset manager. The pitch is backed by newspaper ads and social media videos, along with a reprint of his biography. The rare media blitz is aimed at winning over what Blackstone see...
Steve Schwarzman has become an unlikely fixture in Japanese media of late. The Blackstone Inc. co-founder stars in a 30-second television commercial in Japanese as he touts the acumen of the world’s biggest alternative asset manager. The pitch is backed by newspaper ads and social media videos, along with a reprint of his biography. The rare media blitz is aimed at winning over what Blackstone sees as the largest private wealth opportunity outside the US — the legion of millionaires who hold a sizable chunk of the $7 trillion in cash parked in Japanese households. Blackstone and rivals such as EQT AB and KKR & Co. are trying to coax them to put more of it in private equity and credit. “The wealth channel is a gekisen — a violent war,” said CJ Morrell , Japan head of Fiera Capital Corp., a Canadian asset manager with $120 billion in assets under management. “Everyone’s fighting to get a product on the shelves.” This push into Japan marks the latest effort by some of the world’s biggest buyout funds to tap individual investors as returns wane and institutional backers grow increasingly impatient over delays in getting their money back. The retail drive is well underway in the US and Europe, and Japan has now become the focus in Asia. By any measure, the potential is staggering. Japan has 2.7 million millionaires — the fourth-largest cohort in the world after the US, China and France, and is forecast to be the fastest growing among those countries, according to UBS Group AG. Morgan Stanley predicts that Japan’s richest will inject an additional ¥397 trillion ($2.6 trillion) into the markets over the next decade, just as the return of inflation erodes gains from fixed income and cash. “People now understand ‘cash is king’ is over,” said Kaoru Fujita , managing director and head of Japan private wealth at Blackstone in Tokyo. “They need to build financial assets to compete with inflation.” Read More: Jon Gray Remakes Blackstone Into Everybody’s Investing Megastore Winnin...
Markets traded lower today as AI-related selling took its toll. The S&P 500 (SNPINDEX:^GSPC) fell 1.57% to 6,832.76, the Nasdaq Composite (NASDAQINDEX:^IXIC) dropped 2.03% to 22,597.15, and the Dow Jones Industrial Average (DJINDICES:^DJI) lost 1.34% to 49,451.98. Several high-profile tech names collapsed today on a mixture of AI angst and company-specific news. Cisco Systems (NASDAQ:CSCO) dropped...
Markets traded lower today as AI-related selling took its toll. The S&P 500 (SNPINDEX:^GSPC) fell 1.57% to 6,832.76, the Nasdaq Composite (NASDAQINDEX:^IXIC) dropped 2.03% to 22,597.15, and the Dow Jones Industrial Average (DJINDICES:^DJI) lost 1.34% to 49,451.98. Several high-profile tech names collapsed today on a mixture of AI angst and company-specific news. Cisco Systems (NASDAQ:CSCO) dropped 12.32% to $75.00 after disappointing forward revenue guidance. Palantir Technologies (NASDAQ:PLTR) fell following a bearish prediction from Michael Burry, made famous by the film The Big Short. Supply chain and logistics player C.H. Robinson (NASDAQ:CHRW) tumbled 14.54% as AI replacement fears took hold. Defensive grocer Ingles Markets (NASDAQ:IMKTA) stood out as it notched a 52-week high. Continue reading