格隆汇3月10日｜受美国总统特朗普关于“战争基本结束”的乐观言论提振，隔夜美股市场Direxion Daily South Korea Bull 3X Shares(KORU.US)尾盘拉升，最终收涨15.69%，报403.01美元。 公开资料显示，Direxion Daily South Korea Bull 3X Shares旨在追踪MSCI韩国指数(MSCI Korea 25/50 Inde...
格隆汇3月10日｜受美国总统特朗普关于“战争基本结束”的乐观言论提振，隔夜美股市场Direxion Daily South Korea Bull 3X Shares(KORU.US)尾盘拉升，最终收涨15.69%，报403.01美元。 公开资料显示，Direxion Daily South Korea Bull 3X Shares旨在追踪MSCI韩国指数(MSCI Korea 25/50 Index)每日表现的3倍(300%)，科技股(超50%)持仓占比高。
22 Pounds: The Weight Of A Million Dollars Via WatchesOfEspionage.com, Watches as Tools of Money Laundering and Illicit Finance Luxury timepieces are one of the most effective mediums to move illicit funds around the globe and a tool to integrate those ill-gotten gains into the financial system. Transnational criminal networks, terrorists, narcotraffickers and corrupt politicians have used watches...
22 Pounds: The Weight Of A Million Dollars Via WatchesOfEspionage.com, Watches as Tools of Money Laundering and Illicit Finance Luxury timepieces are one of the most effective mediums to move illicit funds around the globe and a tool to integrate those ill-gotten gains into the financial system. Transnational criminal networks, terrorists, narcotraffickers and corrupt politicians have used watches to launder money as a part of global illicit finance. The Weight of a Million Dollars – 22 pounds A million dollars weighs just over 22 lbs. I learned this during one of my first tours as a CIA Case Officer. Like any other morning, I mounted my Gary Fisher mountain bike and rode out the gate of our compound for a quick exercise ride in the hills surrounding the African capital where I was working. This activity was “in pattern,” should I have surveillance, they would note the departure, but it would not warrant further investigation. A trained eye might have seen that something was different, however. The dead weight of ten thousand $100 bills in my backpack made the bike top-heavy and awkward to ride. The operation was simple and routine. After a long Surveillance Detection Route (SDR) through the hills and side streets of the third world capital, I worked my way to a predetermined ops site. The watch on my wrist would have (probably) been a Timex Ironman, my go to Digital Tool Watch (DTW) for exercise over the past two decades. I would have checked the time before moving into the site, confirming that I would hit the operational window. In espionage, timing is everything. Right on time. I identified a couple in the alley. We established bona fides with a verbal parole -- a predetermined phrase and response. I then handed them the heavy backpack in exchange for a similar one and rode off in the other direction, the entire exchange lasting less than a minute. In tradecraft lingo it was a “BE” (Brief Encounter). A standard CIA Case Officers EDC, read more HERE Except for th...
At one of the most consequential moments of his two terms in office, wartime president Donald Trump on Monday delivered a vague and contradictory forecast for how long the United States will continue to fight in Iran and what the ultimate goal of the US military campaign there will be. With oil hovering above $100 a barrel for much of Monday and Middle Eastern allies fearing a further tumble into ...
At one of the most consequential moments of his two terms in office, wartime president Donald Trump on Monday delivered a vague and contradictory forecast for how long the United States will continue to fight in Iran and what the ultimate goal of the US military campaign there will be. With oil hovering above $100 a barrel for much of Monday and Middle Eastern allies fearing a further tumble into regional conflict, Trump appeared in Doral, Florida with the mission of calming global markets and reassuring skittish allies that he has a clear vision for how to end the largest US intervention in the Middle East since the Iraq war. If there is one, it was not delivered in this press conference. In a 35-minute appearance, the US president eschewed the specifics to hammer home how thoroughly the US has destroyed Iran’s military and to bolster suspicions that there has been little planning for what comes next. After floating remarks that the war was “very complete, pretty much” to a CBS News reporter in a phone call, he then evaded a reporter’s question about whether that meant the war could wrap up this week. “No but soon. I think soon. Very soon.” Reporters tried again. “You said the war is ‘very complete’. But your defense secretary says ‘this is just the beginning.’ So which is it?” “I think you could say both,” Trump replied. Straight away he added: “It’s the beginning of building a new country”. Never mind that Trump and his top advisers had ruled out managing an effort at nation-building in Iran; hours have passed and indeed Trump’s own vision for Iran seems to change with every telephone call he has taken from a reporter in the last ten days. Thanks to his CBS call, there was a sense he may be preparing to announce a drawdown. But he stopped short of a mission accomplished moment here and instead said the war would continue. View image in fullscreen Trump leaves after speaking to reporters during a news conference. Photograph: Roberto Schmidt/Getty Images “We could ...
As Monday dawned, the mood in financial markets was grim. Oil had suddenly skyrocketed to just shy of $120 a barrel and stock futures were plunging as the war raged in the Middle East. By the end of the day, President Donald Trump had signaled the conflict was nearing an end, oil had retreated to below $90 and the S&P 500 had posted its biggest one-day rally in a month. “You can’t predict how this...
As Monday dawned, the mood in financial markets was grim. Oil had suddenly skyrocketed to just shy of $120 a barrel and stock futures were plunging as the war raged in the Middle East. By the end of the day, President Donald Trump had signaled the conflict was nearing an end, oil had retreated to below $90 and the S&P 500 had posted its biggest one-day rally in a month. “You can’t predict how this stuff is going to go,” said Gregory Faranello , head of US rates at Amerivet Securities. And yet even for those relieved by the sudden turnaround, a sobering reality remained: Trump's decision to attack Iran, no matter what he may now declare, has injected a new and potentially long-lasting shock into the global economy at a time when investors were already grappling with an array of forces threatening to upend investor confidence that, until recently, had seemed bulletproof. There’s the emergence of AI as a disruptive technology capable of suddenly wiping out, as well as creating, wealth for shareholders and creditors. There are the soured loans that are starting to pop up in growing numbers in the booming private-credit industry. There's the softening of the US job market. And there's the stubbornly high inflation that's casting doubt on whether the Federal Reserve will be able to resume cutting interest rates — and possibly even force European central banks to start raising them. Each shock alone may be manageable. But together, they are creating new fragilities in global markets that no single policy lever can fix, making it different than, for instance, the rout sparked a year ago by Trump’s tariff rollout. “That is the issue,” said Amy Wu Silverman , head of derivatives strategy at RBC Capital Markets. “Even if Iran starts to fade into the background, we have several other issues to contend with.” Since the pandemic, markets have often tumbled on recession fears, only to recover when they proved off base. Nothing guarantees this time is different. And even within the...
Our Discounted Cash Flow (DCF) analysis suggests Taiwan Semiconductor Manufacturing may be overvalued by 19.6%. Discover 46 high quality undervalued stocks or create your own screener to find better value opportunities. Pulling all these discounted NT$ cash flows together, the model arrives at an estimated intrinsic value of US$291.66 per share. Compared with the recent share price of US$348.70, t...
Our Discounted Cash Flow (DCF) analysis suggests Taiwan Semiconductor Manufacturing may be overvalued by 19.6%. Discover 46 high quality undervalued stocks or create your own screener to find better value opportunities. Pulling all these discounted NT$ cash flows together, the model arrives at an estimated intrinsic value of US$291.66 per share. Compared with the recent share price of US$348.70, the DCF implies the stock is about 19.6% above this estimate. This points to Taiwan Semiconductor Manufacturing appearing overvalued on this specific model today. For Taiwan Semiconductor Manufacturing, the model used is a 2 Stage Free Cash Flow to Equity approach, based on cash flow projections. The latest twelve month free cash flow is about NT$898.9b. Analyst inputs and extrapolated estimates suggest free cash flow of roughly NT$5,085.3b by 2035, with interim projections provided up to 2029 and then extended by Simply Wall St beyond that point. A Discounted Cash Flow, or DCF, model estimates what a company might be worth by projecting its future cash flows and discounting them back to today using a required rate of return. It is essentially asking what all those future cash flows are worth in present terms. On our valuation checks, Taiwan Semiconductor Manufacturing scores 3 out of 6, and you can see the breakdown in our valuation score . Next, we will compare several common valuation approaches and then finish with a more rounded way to think about what the stock might be worth. Recent headlines around Taiwan Semiconductor Manufacturing have kept attention on the company, from ongoing discussion about global chip capacity to continued focus on its role as a key supplier for major technology companies. Together with the strong 1 year return of roughly 106.5%, this context has many investors asking whether the current price still makes sense. The stock recently closed at US$348.70, with returns of 9.1% year to date and about 106.5% over the last year, which may change how ...
Our Discounted Cash Flow (DCF) analysis suggests Taiwan Semiconductor Manufacturing may be overvalued by 19.6%. Discover 46 high quality undervalued stocks or create your own screener to find better value opportunities. Pulling all these discounted NT$ cash flows together, the model arrives at an estimated intrinsic value of US$291.66 per share. Compared with the recent share price of US$348.70, t...
Our Discounted Cash Flow (DCF) analysis suggests Taiwan Semiconductor Manufacturing may be overvalued by 19.6%. Discover 46 high quality undervalued stocks or create your own screener to find better value opportunities. Pulling all these discounted NT$ cash flows together, the model arrives at an estimated intrinsic value of US$291.66 per share. Compared with the recent share price of US$348.70, the DCF implies the stock is about 19.6% above this estimate. This points to Taiwan Semiconductor Manufacturing appearing overvalued on this specific model today. For Taiwan Semiconductor Manufacturing, the model used is a 2 Stage Free Cash Flow to Equity approach, based on cash flow projections. The latest twelve month free cash flow is about NT$898.9b. Analyst inputs and extrapolated estimates suggest free cash flow of roughly NT$5,085.3b by 2035, with interim projections provided up to 2029 and then extended by Simply Wall St beyond that point. A Discounted Cash Flow, or DCF, model estimates what a company might be worth by projecting its future cash flows and discounting them back to today using a required rate of return. It is essentially asking what all those future cash flows are worth in present terms. On our valuation checks, Taiwan Semiconductor Manufacturing scores 3 out of 6, and you can see the breakdown in our valuation score . Next, we will compare several common valuation approaches and then finish with a more rounded way to think about what the stock might be worth. Recent headlines around Taiwan Semiconductor Manufacturing have kept attention on the company, from ongoing discussion about global chip capacity to continued focus on its role as a key supplier for major technology companies. Together with the strong 1 year return of roughly 106.5%, this context has many investors asking whether the current price still makes sense. The stock recently closed at US$348.70, with returns of 9.1% year to date and about 106.5% over the last year, which may change how ...