(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — The headline news is that Dell (DELL) has just broken out again. I say again because we wrote this name up on Sept. 29 and then watched as it rolled over two months later, falling below its 200-day moving average before Thanksgiving. It ended up being removed from the Best St...
(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — The headline news is that Dell (DELL) has just broken out again. I say again because we wrote this name up on Sept. 29 and then watched as it rolled over two months later, falling below its 200-day moving average before Thanksgiving. It ended up being removed from the Best Stocks in the Market list and it stayed off for three months. The stock stopped falling and began a consolidation period from November through the first half of March. Dell shareholders sat patiently while concerns about the capex boom for AI rippled through the markets. Once we heard from all the hyperscalers in their Q4 earnings reports and then Nvidia came out with their trillion-dollar backlog news, the wait was over and this stock got moving again. There are not a lot of stocks making 52-week highs right now with 3% of the S & P 500 making new highs (15 stocks), but Dell is one of them. I want to point out that this sort of thing happens all the time. You find a great setup in a promising stock idea, but the trend fails or something market-related happens and it just doesn't work. At this point, many traders would take the ticker off their screen and forget about it (pretend it never happened). "I hate that stock, never again." I have found that some of the best trades in the biggest winners are situations that require more than one entry. Sometimes the second time's the charm. Sometimes it's the third attempt. Taking a small loss and then revisiting a fresh breakout in the same stock takes emotional maturity. Buying at $10, selling out at $9 and then buying back in at $11 is the thing most people can't bring themselves to do. Which is why most people aren't cut out for this and should hand their money over to someone else. Sean's going to tell you how Dell landed on our list — again — and why it deserves our attention. Best Stock Spotlight: Dell Technologies, Inc. (DELL...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Russell Mid-Cap Value ETF (Symbol: IWS) where we have detected an approximate $227.1 million dollar outflow -- that's a 1.5% decrease week o
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Russell Mid-Cap Value ETF (Symbol: IWS) where we have detected an approximate $227.1 million dollar outflow -- that's a 1.5% decrease week o
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the WisdomTree India Earnings Fund (Symbol: EPI) where we have detected an approximate $180.4 million dollar outflow -- that's a 7.6% decrease week over
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the WisdomTree India Earnings Fund (Symbol: EPI) where we have detected an approximate $180.4 million dollar outflow -- that's a 7.6% decrease week over
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the SPDR Bloomberg Convertible Securities ETF (Symbol: CWB) where we have detected an approximate $280.5 million dollar outflow -- that's a 5.3% decreas
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the SPDR Bloomberg Convertible Securities ETF (Symbol: CWB) where we have detected an approximate $280.5 million dollar outflow -- that's a 5.3% decreas
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the VanEck Junior Gold Miners ETF (Symbol: GDXJ) where we have detected an approximate $249.2 million dollar outflow -- that's a 2.8% decrease week over
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the VanEck Junior Gold Miners ETF (Symbol: GDXJ) where we have detected an approximate $249.2 million dollar outflow -- that's a 2.8% decrease week over
RudyBalasko The Kansas City Composite Index came in at 11 in March, compared to 5 in February, according to data from the district Federal Reserve bank released on Thursday. The composite index is an average of the production, new orders, employment, supplier delivery time, and raw materials inventory indexes. The Manufacturing Index also stood at 11 in March, compared to 10 prior. Both durable an...
RudyBalasko The Kansas City Composite Index came in at 11 in March, compared to 5 in February, according to data from the district Federal Reserve bank released on Thursday. The composite index is an average of the production, new orders, employment, supplier delivery time, and raw materials inventory indexes. The Manufacturing Index also stood at 11 in March, compared to 10 prior. Both durable and nondurable manufacturing activity increased in March. Growth in the durable manufacturing sector was driven primarily by wood product manufacturing, while growth in the nondurable manufacturing sector was driven by paper and plastics and rubber product manufacturing. The month-over-month indexes were all positive except for new orders for exports. The volume of shipments and new orders indexes increased, with readings of 20 and 15, respectively. The employment index rebounded into positive territory from -7 to 6. Expectations for future activity grew further with the composite index increasing from 15 to 16, as expectations for production ticked up. More on U.S. Economy Initial jobless claims rise in line with expectations in past week 2025 bonuses jump 9% on Wall Street - NY comptroller
The chairman of the US Federal Energy Regulatory Commission said big tech companies seeking more power for their data centers don’t engage enough with her agency. Laura Swett , who was appointed to FERC by President Donald Trump, said she’s having far more discussions with traditional power utilities over how to hook up new projects to the grid. Securing electricity has emerged as a key bottleneck...
The chairman of the US Federal Energy Regulatory Commission said big tech companies seeking more power for their data centers don’t engage enough with her agency. Laura Swett , who was appointed to FERC by President Donald Trump, said she’s having far more discussions with traditional power utilities over how to hook up new projects to the grid. Securing electricity has emerged as a key bottleneck for the hyperscalers spending hundreds of billions of dollars to build out AI-related infrastructure. Hyperscalers’ “complaints about the utilities, quite frankly to me, show a lack of understanding of how the utilities normally function and how the grid functions,” Swett said Thursday at CERAWeek by S&P Global. Read More: Data-Center Shift From Mideast Would Test US Grid
Wikipedia will no longer allow editors to write or rewrite articles using AI. The update, which was added to Wikipedia's guidelines late last week , cites the tendency for AI-written articles to violate "several of Wikipedia's core content policies" as the reason for the ban. The change applies to the English version of Wikipedia and will still allow editors to use AI in certain scenarios. That in...
Wikipedia will no longer allow editors to write or rewrite articles using AI. The update, which was added to Wikipedia's guidelines late last week , cites the tendency for AI-written articles to violate "several of Wikipedia's core content policies" as the reason for the ban. The change applies to the English version of Wikipedia and will still allow editors to use AI in certain scenarios. That includes using large language models to "suggest basic copyedits" to their writing, but only if it "does not introduce content of its own." Editors can also use AI to translate articles from another language's Wikipedia into English. However, they sti … Read the full story at The Verge.
Klaus Vedfelt Ed Yardeni, president of Yardeni Research, is maintaining his “go-global” investment call despite the outbreak of war in the Middle East, arguing that foreign stocks still offer better value than their American counterparts. In an interview with financial platform Wealthion, the veteran strategist explained why he believes investors should underweight U.S. equities ( SP500 ), ( COMP:...
Klaus Vedfelt Ed Yardeni, president of Yardeni Research, is maintaining his “go-global” investment call despite the outbreak of war in the Middle East, arguing that foreign stocks still offer better value than their American counterparts. In an interview with financial platform Wealthion, the veteran strategist explained why he believes investors should underweight U.S. equities ( SP500 ), ( COMP:IND ), ( DJI ) even as geopolitical tensions rise. Yardeni contends that while the U.S. market has shown resilience, its current valuations make international markets more attractive for long-term investors. The strategist pointed to recent history as evidence that global markets can weather geopolitical shocks. When Russia invaded Ukraine in 2022, commodity prices spiked dramatically, yet neither the U.S. nor the world economy fell into recession. “I think the markets are already looking past the war,” Yardeni said, adding that he expects the current Middle East conflict to be resolved “in a matter of weeks” rather than dragging on for years like the Ukraine situation. Yardeni’s case for underweighting America centers on the country’s outsized presence in global indexes. The U.S. currently represents 65% of the MSCI All Country World Index ( ACWI ) market cap, which Yardeni considers “overweight relative to its importance in the global economy.” After spending nearly 15 years in the “stay home” camp, the strategist shifted to a “go-global” recommendation in December and says he’s sticking with that call. While bullish on emerging markets ( EEM ) broadly, Yardeni issued a sharp warning about China ( MCHI ), ( GXC ), ( FXI ), citing its burst property bubble and aging population. “China is the world’s largest nursing home operated by Maoists,” he said, explaining that the Communist Party’s increased oversight of the economy has stifled the capitalist forces that once drove growth. He recommended emerging market funds that exclude China ( EMXC ), ( KEMX ), noting the country’...
Alex Potemkin/E+ via Getty Images The JPMorgan Municipal ETF ( JMUB ) is one of the largest muni bond ETFs, with over $7.0B in AUM. It is also one of the least well-known, least discussed muni bond ETFs in Seeking Alpha, with only one written article on the fund since inception, and that was close to eight years ago. Although JMUB does not seem all that popular, it is a solid ETF, with a tax-advan...
Alex Potemkin/E+ via Getty Images The JPMorgan Municipal ETF ( JMUB ) is one of the largest muni bond ETFs, with over $7.0B in AUM. It is also one of the least well-known, least discussed muni bond ETFs in Seeking Alpha, with only one written article on the fund since inception, and that was close to eight years ago. Although JMUB does not seem all that popular, it is a solid ETF, with a tax-advantaged 3.6% dividend yield, and compares favorably to its benchmark, the iShares National Muni Bond ETF ( MUB ). As such, JMUB is a good investment opportunity and a buy. As is the case with most muni bond funds, JMUB should be of particular interest to investors in taxable accounts facing high marginal income tax rates less interesting, less compelling for investors in tax-advantaged accounts. JMUB - Overview and Analysis Strategy and Portfolio JMUB is an active muni bond ETF. In this space, MUB is the largest, most well-known ETF and industry benchmark, while the Franklin Dynamic Municipal Bond ETF ( FLMI ) is a particularly strong choice, one of my favorite muni bond ETFs. JMUB's suitability as an investment is somewhat dependent on how it compares to these two funds, so I'll be comparing these ETFs throughout the article. JMUB invests in a bit over 1,000 different securities from hundreds of issuers and over a dozen different states and industries. FLMI is a bit less diversified, and MUB is quite a bit more, with investments in over 6,000 securities, around 6x compared to JMUB. In my opinion, diversification is effectively identical for these ETFs, as all invest in over 1,000 securities, more than sufficient to provide diversified exposure to these securities, and for their returns to be quite close to those of the industry as a whole. Some relevant portfolio data for JMUB: JMUB Credit Risk, Duration, and Volatility JMUB focuses on high-quality muni bonds, as is generally the case for muni ETFs. The largest allocation is to bonds rated AA, and there are single-digit inve...
Dilok Klaisataporn/iStock via Getty Images It has been a little more than two years since I published my last article about Moody’s Corporation ( MCO ). While I always acknowledged that Moody’s Corporation was (and still is) a high-quality business, I also considered the stock price to always be a little too high over the last few years. In the conclusion of my last article, I wrote: I have been w...
Dilok Klaisataporn/iStock via Getty Images It has been a little more than two years since I published my last article about Moody’s Corporation ( MCO ). While I always acknowledged that Moody’s Corporation was (and still is) a high-quality business, I also considered the stock price to always be a little too high over the last few years. In the conclusion of my last article, I wrote: I have been wrong in my last article and Moody's was once again able to reach its previous all-time high (set in late 2021). And now we saw the stock price bounce off that high once again - and in theory we could see a double-top with the risk of steeply declining stock prices. There is one major risk I see - a long-lasting process of deleveraging especially in the United States - but even without the scenario of a major depression, the risk of a recession in combination with Moody's trading for high valuation multiples is posing a risk for the stock and makes lower stock prices in the coming quarters likely. Moody's is still a "Hold" for me. It is not a sell as I would seldom advice to bet against great companies with a wide economic moat - and Moody's is fitting that description perfectly. Looking back at that statement, the “Hold” rating might have been correct to some degree, as Moody’s Corporation clearly underperformed the S&P 500 (18% total return for Moody’s vs. 32% return for the S&P 500). But I might have been a little too pessimistic in my last article. Data by YCharts In the last few weeks, Moody’s Corporation entered bear market territory again, losing more than 20% from its previous all-time high – in line with declines seen in several other software and financial services companies. In the following article I will explain why I think Moody’s Corporation might be at least fairly valued right now and why fears about GenAI might seem overblown. Fiscal 2025 Results We start by looking at the last reported results, and Moody’s Corporation performed well once again and beat ana...
The Coming of Age, a new exhibition about ageing, features the sake cup for centenarians in Japan, Darwin’s skull-tipped walking stick and Sam Taylor-Wood’s decaying still life The first object visitors to the Wellcome Collection’s forthcoming exhibit, The Coming of Age, will encounter is a pure silver sake cup. In 1963, Japan’s government began a tradition of issuing these honorary gifts, or saka...
The Coming of Age, a new exhibition about ageing, features the sake cup for centenarians in Japan, Darwin’s skull-tipped walking stick and Sam Taylor-Wood’s decaying still life The first object visitors to the Wellcome Collection’s forthcoming exhibit, The Coming of Age, will encounter is a pure silver sake cup. In 1963, Japan’s government began a tradition of issuing these honorary gifts, or sakazuki , to citizens who lived to see in the morning of their 100th birthday . A total of 153 people received one in the first year. By 2009, such was the growing number of centenarians that a decision was taken to reduce its size in an attempt to curtail costs. It wasn’t enough. Since the mid-2010s, the tens of thousands of Japanese elders who arrive at the increasingly common milestone now have had to make do with a cheaper nickel-silver alloy version instead. Still, as exhibition curator Shamita Sharmacharja suggests, “it’s better than a letter from the king!” Continue reading...
ElringKlinger AG press release ( EGKLF ): FY net loss of €67.9M Revenue of €913.52M (+3.9% Y/Y). More on ElringKlinger AG ElringKlinger AG 2025 Q4 - Results - Earnings Call Presentation ElringKlinger AG (ELLRY) Q4 2025 Press Conference Call Transcript Historical earnings data for ElringKlinger AG Dividend scorecard for ElringKlinger AG Financial information for ElringKlinger AG
ElringKlinger AG press release ( EGKLF ): FY net loss of €67.9M Revenue of €913.52M (+3.9% Y/Y). More on ElringKlinger AG ElringKlinger AG 2025 Q4 - Results - Earnings Call Presentation ElringKlinger AG (ELLRY) Q4 2025 Press Conference Call Transcript Historical earnings data for ElringKlinger AG Dividend scorecard for ElringKlinger AG Financial information for ElringKlinger AG
About 80,000 digital yuan wallets have been opened using Hong Kong mobile numbers. Photo: VCG Chinese mainland and Hong Kong regulators are discussing upgrades to digital yuan wallets that would raise transaction limits and broaden usage, following a sharp increase in local adoption of the central bank digital currency. The cross-border expansion of the digital yuan — formally known as e-CNY —unde...
About 80,000 digital yuan wallets have been opened using Hong Kong mobile numbers. Photo: VCG Chinese mainland and Hong Kong regulators are discussing upgrades to digital yuan wallets that would raise transaction limits and broaden usage, following a sharp increase in local adoption of the central bank digital currency. The cross-border expansion of the digital yuan — formally known as e-CNY —underscores Beijing’s push to internationalize the yuan and improve the efficiency of cross-border digital payments.