Jamie Dimon, CEO of JPMorgan Chase (JPM 2.52%), is one of the most respected voices of the financial industry. No CEO has a perfect crystal ball to predict what's happening next with the economy or stock prices, but when Jamie Dimon talks, people listen. In a recent interview with Bloomberg on March 2, Dimon said that "the economy is doing fine, asset prices are high." But he also expressed concer...
Jamie Dimon, CEO of JPMorgan Chase (JPM 2.52%), is one of the most respected voices of the financial industry. No CEO has a perfect crystal ball to predict what's happening next with the economy or stock prices, but when Jamie Dimon talks, people listen. In a recent interview with Bloomberg on March 2, Dimon said that "the economy is doing fine, asset prices are high." But he also expressed concerns that investors might be a little too optimistic and not paying enough attention to risks, such as the latest conflict in the Middle East. Dimon told Bloomberg: "I think there's a little more exuberance than there should be, but we've had years of it." Let's look at the case for caution in today's stock market, and what you should do if you're worried about overvalued stocks. Are U.S. stocks overvalued? The U.S. stock market has had a sluggish start to 2026. The S&P 500 index has been basically flat, up 0.4% year to date, while the tech-heavy Nasdaq-100 index is down about 0.5%. But in the past year, the S&P 500 gained 19% while the Nasdaq-100 is up more than 23%. Could U.S. stocks be in store for a big correction? Despite the risks of a new Middle East war with Iran, investors don't seem to be running away from U.S. stocks. As of March 4, the S&P 500 was trading at about only 2%-3% below its all-time high of 7,002. The price-to-earnings ratio of the S&P 500 is about 29.4, which is near its highest levels of the past five years. And the P/E ratio of the Nasdaq-100 is about 32.9, which is even more expensive. There's a huge amount of uncertainty among investors right now about whether AI stocks are overvalued, or tech stocks like software as a service (SaaS) companies are exposed to big risks of future AI disruption. Several major tech names like Microsoft, Amazon, and Meta have underperformed the S&P 500 index during the past year. In his interview with Bloomberg, Dimon did not endorse or make predictions about any specific stock, fund, or asset class. But if you agree wi...
guvendemir/iStock Unreleased via Getty Images Turkey has dispatched six F-16 fighter jets and air defense systems to northern Cyprus, citing heightened regional tensions tied to the U.S.-Israeli war with Iran and warning that further measures could follow. The Turkish Defense Ministry said the deployment was aimed at reinforcing the security of the Turkish Cypriot community on the divided island. ...
guvendemir/iStock Unreleased via Getty Images Turkey has dispatched six F-16 fighter jets and air defense systems to northern Cyprus, citing heightened regional tensions tied to the U.S.-Israeli war with Iran and warning that further measures could follow. The Turkish Defense Ministry said the deployment was aimed at reinforcing the security of the Turkish Cypriot community on the divided island. "In the context of the latest developments in โ our region, six F-16 fighter jets and air defense systems have been deployed to the Turkish Republic of Northern Cyprus as of today," the ministry said in a statement. "As a result of the evaluations to be made depending on the developments, additional measures will continue to be taken if necessary." The move follows increased military activity on and around Cyprus after a drone struck Britainโs Akrotiri air base last week. Security officials believe the drone was launched by Lebanonโs Iran-backed Hezbollah group. In response to broader regional instability, several European countries have stepped up their military presence on the island. Cyprus has been divided since 1974, with the internationally recognized Greek Cypriot government controlling the south and a Turkish Cypriot administration in the north that is recognized only by Ankara. Turkey doesnโt acknowledge the Greek Cypriot government, which is a member of the European Union.
People inside government were clear over the weekend that no decision had been made on whether to deploy HMS Prince of Wales to the Mediterranean but did not completely shut down reports that this was becoming increasingly likely.
People inside government were clear over the weekend that no decision had been made on whether to deploy HMS Prince of Wales to the Mediterranean but did not completely shut down reports that this was becoming increasingly likely.
Everything from groceries to gas is set to get more expensive as oil climbs above $100 a barrel. Jake DeWitte and Amir Vexler, the CEOs of Oklo and Centrus Energy respectively join Bloomberg Open Interest to talk about how next-generation nuclear energy can help the US achieve energy independence. (Source: Bloomberg)
Everything from groceries to gas is set to get more expensive as oil climbs above $100 a barrel. Jake DeWitte and Amir Vexler, the CEOs of Oklo and Centrus Energy respectively join Bloomberg Open Interest to talk about how next-generation nuclear energy can help the US achieve energy independence. (Source: Bloomberg)
Michael M. Santiago/Getty Images News As broader markets grapple with geopolitical uncertainty, oil prices above $100 per barrel, and renewed concerns over global logistics disruptions due to Strait of Hormuz tensions, investors are likely watching out for pockets of stability. Here, we are scanning the financial sector for reliable dividend payers. Below is a list of financial companies currently...
Michael M. Santiago/Getty Images News As broader markets grapple with geopolitical uncertainty, oil prices above $100 per barrel, and renewed concerns over global logistics disruptions due to Strait of Hormuz tensions, investors are likely watching out for pockets of stability. Here, we are scanning the financial sector for reliable dividend payers. Below is a list of financial companies currently offering some of the highest dividend yields in the sector. Sound Point Meridian Capital ( SPMC ) - Dividend yield - 27.20%. Oxford Square Capital ( OXSQ ) - Dividend yield - 22.70%. Great Elm Capital ( GECC ) - Dividend yield - 21.05%. OFS Credit Company ( OCCI ) - Dividend yield - 20.83%. Orchid Island Capital ( ORC ) - Dividend yield - 19.78%. Prospect Capital ( PSEC ) - Dividend yield - 19.78%. PennantPark Investment ( PNNT ) - Dividend yield - 19.71%. FS KKR Capital ( FSK ) - Dividend yield - 18.80%. Sachem Capital ( SACH ) - Dividend yield - 18.52%. BlackRock TCP Capital ( TCPC ) - Dividend yield - 17.80%. More on financial stocks FS KKR Capital: Pointless To Fight Against The Market FS KKR Capital: High Margin Of Safety FS KKR Capital Shareholders Waiting For An Activist FS KKR Capital projects 9% NAV dividend yield in 2026 while addressing elevated nonaccruals FS KKR Capital slashes quarterly dividend by 29.7% to $0.45 and supplemental distribution of $0.03 per share
Scharfsinn86/iStock via Getty Images The current disruption to global energy markets represents โthe biggest shortage and energy crisis weโve had in global history,โ according to Amos Hochstein, TWG Global managing partner and former Biden administration senior advisor. With the Strait of Hormuz effectively shut down, oil prices ( CL1:COM ), ( CO1:COM ) have surged dramatically, with WTI crude ( C...
Scharfsinn86/iStock via Getty Images The current disruption to global energy markets represents โthe biggest shortage and energy crisis weโve had in global history,โ according to Amos Hochstein, TWG Global managing partner and former Biden administration senior advisor. With the Strait of Hormuz effectively shut down, oil prices ( CL1:COM ), ( CO1:COM ) have surged dramatically, with WTI crude ( CL1:COM ) jumping more than 10% to about $100 per barrel just on Monday morning's trade. In an interview with CNBC, Hochstein explained that the closure of the critical waterway has disrupted approximately 10M barrels of oil plus jet fuel, diesel, and other refined products daily. โI think these prices now start compounding,โ he said, warning that current market pricing may still be โa little bit complacentโ given the severity of the supply disruption. The losses extend beyond crude oil transport to include slowing production ( IEO ) and critical refined products ( CRAK ) needed for global commerce. Hochstein characterized the ongoing conflict as having moved beyond nuclear concerns to targeting the Iranian regimeโs core infrastructure. โThis war is not about nuclear. We are attacking a far greater part of Iran than just the nuclear sites,โ he explained, noting the objective is โtaking away its capabilities to restore itself.โ He observed that while the U.S. led strikes in the early days of the conflict, Israel has now taken over conducting the majority of operations. The cumulative economic damage is expected to hit Asia and Europe hardest over the coming weeks. Hochstein warned that infrastructure shutdowns create cascading problems: โThe LNG plant in Qatar could take two months to bring back. The oil fields that you shut in, the longer theyโre shut in, the longer it takes to bring them back.โ He emphasized that โtime starts running against you, not for youโ as the conflict extends. Domestically, gasoline prices are โbarreling towards $3.50โ and likely heading to $4 per ga...
For the better part of the last decade, Tesla (NASDAQ:TSLA) has been the undisputed king of the EV market with the technology, brand, charging network, and effectively no other competition worth naming. This era is now mostly over as the company posted its second consecutive year of declining deliveries in 2025, down roughly 9% to ... 5 Companies Quietly Eating Teslaโs Lunch in 2026 โ and One Is A...
For the better part of the last decade, Tesla (NASDAQ:TSLA) has been the undisputed king of the EV market with the technology, brand, charging network, and effectively no other competition worth naming. This era is now mostly over as the company posted its second consecutive year of declining deliveries in 2025, down roughly 9% to ... 5 Companies Quietly Eating Teslaโs Lunch in 2026 โ and One Is Already Winning
Iuliia Mykhailova/iStock via Getty Images Back to Americana! There are few businesses more American than the firearms industry. Going back for centuries, the culture of firearms has been inexorably tied to American culture. Many of the largest firearms manufacturers in the world are headquartered right in the nationโs heartland. This includes Smith & Wesson Brands, Inc. ( SWBI ), the topic of toda...
Iuliia Mykhailova/iStock via Getty Images Back to Americana! There are few businesses more American than the firearms industry. Going back for centuries, the culture of firearms has been inexorably tied to American culture. Many of the largest firearms manufacturers in the world are headquartered right in the nationโs heartland. This includes Smith & Wesson Brands, Inc. ( SWBI ), the topic of today's article. The firearms industry has been undergoing material change and consolidation since the end of the pandemic. Following a period of unusually strong demand, the industry has slowed considerably and some of the largest participants, including SWBI, have been forced to reevaluate their businesses. For the past 12 months, things have been even more tumultuous for companies like SWBI despite their strong balance sheets. Free cash flow has been mostly negative over the past few years, pressuring the business. Data by YCharts The purpose of today's discussion is to follow up on my prior coverage of SWBI and explore recent changes within the industry. More specifically, we will dive into recent changes and discuss the industryโs recent turnaround. Review of Prior Coverage I have covered SWBI on a number of occasions. Initially, I covered the company when it was writing the post pandemic demand wave. As crime was driven upward, Americans responded by heading to their local gun shop and buying guns at faster rates than ever. In 2020, the record was set for the number of background checks, requisite to purchase a firearm. The following year was similarly strong and demand has waned since. Over time, these background checks have become an accepted surrogate for market firearm demand. NCIS At the time, there appeared to be no ceiling, hence stock in companies like SWBI was headed upwards. The 18 months following the pandemic were rather extraordinary for SWBI. The question was whether this demand could be sustained going forward. Data by YCharts For a durable asset class such...
GEEKOMโs Spring Sales cuts the price of the A5 with an AMD Ryzen 5 7430U, 16GB memory and 512GB SSD to under $400. Despite the low price, this mini PC performs well, supports multiple 4K monitors and can be easily upgraded to up to 64GB RAM and 6TB of storage later on. 4 Reviews โ exclude selected types โ exclude selected tags GEEKOMโs Spring Sales event offers a notable discount on the GEEKOM A5 ...
GEEKOMโs Spring Sales cuts the price of the A5 with an AMD Ryzen 5 7430U, 16GB memory and 512GB SSD to under $400. Despite the low price, this mini PC performs well, supports multiple 4K monitors and can be easily upgraded to up to 64GB RAM and 6TB of storage later on. 4 Reviews โ exclude selected types โ exclude selected tags GEEKOMโs Spring Sales event offers a notable discount on the GEEKOM A5 mini PC, which is a compact desktop computer and affordable option for users who need capable hardware in a small form factor. The promotion kicks off today and lowers the price of the configuration with an AMD Ryzen 5 7430U processor, 16GB RAM and a 512GB SSD. With a retail price of $439, the mini PC is now on sale for $395 on Amazon US and the brand's official online store after applying the 10% promo code "NOTESPRING", which is valid until March 22. Users from the UK and Australia can also take advantage of this enticing offer by heading over to GEEKOMโs store for the UK and Australia. The aforementioned AMD Ryzen 5 7430U is a hexa-core processor with 12 threads and a base clock of 2.3 GHz and boost speeds of up to 4.3 GHz. Combined with the AMD Radeon RX Vega 7 iGPU, this chipset easily handles multitasking workloads such as content creation, office productivity and media consumption. The GEEKOM A5 mini PC further supports up to four 4K monitors simultaneously thanks to HDMI and USB-C outputs, which turns this little computer into a multi-monitor productivity setup for coding or data analysis, to name just two potential use cases. The A5 also has numerous mentionable upgrade options. The base configuration sports 16GB of memory, but the mini PC supports up to 64GB DDR4. Mass storage expansions are also very easy thanks to the additional M.2 SATA slot as well as a 2.5-inch slot, which allows for a capacity of up to 6TB in total. Additionally, there are a bunch of connectivity options including WiFi 6, Bluetooth 5.2, 2.5GbE as well as six USB ports and an SD card reader. ...
Michael Saylorโs Strategy Inc. accelerated its Bitcoin buying with a nearly $1.3 billion purchase โ the biggest in seven weeks โ leaning again on its common stock despite earlier pledges to pivot to perpetual preferred shares. The company, formerly known as MicroStrategy, bought 17,994 Bitcoin between March 2 and March 8, according to a regulatory filing Monday. Roughly $900 million of the purchas...
Michael Saylorโs Strategy Inc. accelerated its Bitcoin buying with a nearly $1.3 billion purchase โ the biggest in seven weeks โ leaning again on its common stock despite earlier pledges to pivot to perpetual preferred shares. The company, formerly known as MicroStrategy, bought 17,994 Bitcoin between March 2 and March 8, according to a regulatory filing Monday. Roughly $900 million of the purchase was funded through sales of Class A common stock. The remaining $377 million โ about 30% of the total โ came from at-the-market sales of its โStretchโ preferred shares, which were sold at a discount to face value. The move marks an acceleration from last week, when just 3% of the total was funded through Stretch, despite management previously signaling that Strategy would prioritize Stretch sales. Still, the shift falls short of a major shift in funding strategy. โWhile Strategy has been spurring demand for STRC by making more investors aware of its role as a high-yield money market equivalent, that effort remains in its early stages,โ said Mark Palmer , an analyst at Benchmark, who rates the company a buy. โWe expect STRC to emerge as Strategyโs primary funding vehicle as demand increases.โ Benchmark is part of a syndicate of agents authorized to sell Strategyโs common shares and preferred stock to investors. The company has sold about $1.7 billion in common stock and about $470 million of perpetual preferred shares to finance its past seven weekly Bitcoin purchases. Continued issuance of common stock dilutes the value of existing shareholdersโ holdings. The perpetual preferred shares that Strategy began selling in 2025 give Saylor a way to keep buying without further punishing the people who already own the common stock. The firm is paying an 11.5% annual yield, reset monthly and hiked several times since launch, to attract capital that it uses to buy an asset currently trading below its cost basis. For this strategy to remain viable, Bitcoin needs to appreciate faster ...
Against the backdrop of oil prices surging past US$100 per barrel for the first time since the onset of the Russia-Ukraine war in 2022, China has its sights set on strengthening energy security by stabilising domestic crude production and strategic backups โ exemplified by coal-to-oil and gas projects โ for the next few years. The nation pledges to maintain annual crude production at 200 million t...
Against the backdrop of oil prices surging past US$100 per barrel for the first time since the onset of the Russia-Ukraine war in 2022, China has its sights set on strengthening energy security by stabilising domestic crude production and strategic backups โ exemplified by coal-to-oil and gas projects โ for the next few years. The nation pledges to maintain annual crude production at 200 million tonnes, ensure a steady rise in natural gas output, and bolster technical readiness for coal-derived fuel through 2030, according to its latest five-year economic road map released on Thursday. โ[China will remain] committed to ensuring self-sufficiency in meeting the core demand for oil and gas, implementing medium- and long-term strategic actions to expand reserves and ramp up production,โ the draft plan said. Advertisement As global oil supplies hang in the balance due to the Middle East conflict, both Brent crude โ one of the leading benchmarks for the global crude oil commodity market โ and West Texas Intermediate crude, a key US oil benchmark, breached US$100 a barrel in early Monday trading. US President Donald Trumpโs promise last week of state-backed maritime insurance and possible naval escorts for vessels transiting the Strait of Hormuz has failed to cool markets. Advertisement Chinaโs 15th five-year plan targets overall energy production capacity equivalent to 5.8 billion tonnes of standard coal by 2030, up from the goal of 4.6 billion tonnes set in the 14th five-year plan. Actual capacity at the end of last year was 5.13 billion tonnes, according to National Energy Administration data.