The 7 May elections in Great Britain promise to be a rout for Labour and the Tories. If you need to vote tactically to stop Nigel Farage’s party, make sure you trust your neighbours If there’s one thing I love more than being canvassed at local election time, it’s being canvassed when I’m at someone else’s house. I promise those people the earth. Sure, my friend whose house it is will definitely v...
The 7 May elections in Great Britain promise to be a rout for Labour and the Tories. If you need to vote tactically to stop Nigel Farage’s party, make sure you trust your neighbours If there’s one thing I love more than being canvassed at local election time, it’s being canvassed when I’m at someone else’s house. I promise those people the earth. Sure, my friend whose house it is will definitely vote Lib Dem, I tell them; I once saw him make a chicken salad to take on a protest march. When a Green campaigner came to my sister’s front door, I confidently promised her a hard yes from both the adult kids, a definitely-maybe from my brother-in-law and the shoo-in of my sister. Given that there are three councillors in her ward, that was between nine and 12 more votes than the Greens had had a second before. Continue reading...
Wachiwit/iStock Editorial via Getty Images With the Warner play in the rearview, investors were likely waiting for Netflix, Inc. ( NFLX ), to show why it’s better off as a standalone streaming giant. That validation didn’t occur in Q1, and investors appear to be responding accordingly. Seeking Alpha - Recent Share Price Performance Of NFLX Stock In February, I wrote a bullish piece on NFLX. In my ...
Wachiwit/iStock Editorial via Getty Images With the Warner play in the rearview, investors were likely waiting for Netflix, Inc. ( NFLX ), to show why it’s better off as a standalone streaming giant. That validation didn’t occur in Q1, and investors appear to be responding accordingly. Seeking Alpha - Recent Share Price Performance Of NFLX Stock In February, I wrote a bullish piece on NFLX. In my publication, I expressed bullishness on the Warner deal and elaborated on why getting it done was so important to the company. The stock had gained about 20% since that write-up. Seeking Alpha - NFLX Share Price Performance Since Last Author Update After walking away from the potential deal, I do feel differently about NFLX, though I still view the forward outlook as positive. In the immediate period ahead, it’s possible that NFLX rallies higher along with the broader markets. I believe that investors could likely recover the roughly 10% loss in NFLX’s stock since its Q1 release. However, keeping with the selectivity theme that I laid out in my 2026 market outlook article that was published at the end of 2025, I believe prospective investors in NFLX could benefit from waiting for the dust to settle before initiating new positioning. One question that I ask is whether NFLX believes internally that subscriber growth could weaken. After all, NFLX did leave the forward forecast unchanged, despite the recent price hike in its subscription plan. Since NFLX no longer reports subscription stats, this will be difficult to ascertain, but I imagine it will be brought up in any future earnings discussion. Confirmation that the subscription base is growing and not weakening would be the affirmation I need to return to a more bullish posture on the stock. Why Did NFLX Stock Decline After Its Q1 Results? At the surface level, this looked like a good quarter for NFLX. Both revenues and earnings came in ahead of expectations , while margins improved YOY. And yet, shares fell nearly 10%. I b...
Rose signs three-year deal that starts in the summer His previous clubs include Borussia Dortmund Bournemouth have confirmed Marco Rose will replace Andoni Iraola as their head coach this summer. Iraola is stepping away at the end of his contract and Rose has signed a three-year contract to take his first Premier League job. The German, out of work since leaving RB Leipzig in March 2025, managed i...
Rose signs three-year deal that starts in the summer His previous clubs include Borussia Dortmund Bournemouth have confirmed Marco Rose will replace Andoni Iraola as their head coach this summer. Iraola is stepping away at the end of his contract and Rose has signed a three-year contract to take his first Premier League job. The German, out of work since leaving RB Leipzig in March 2025, managed in the Champions League during his time at Borussia Dortmund, where he coached Erling Haaland and Jude Bellingham, and his high-intensity pressing style would appear to make him a good fit for Bournemouth. Continue reading...
Key PointsKeudell Morrison sold 84,620 shares of TCW Flexible Income ETF during the first quarter of 2026; the estimated transaction value was $3.4 million based on quarterly average pricing.
Key PointsKeudell Morrison sold 84,620 shares of TCW Flexible Income ETF during the first quarter of 2026; the estimated transaction value was $3.4 million based on quarterly average pricing.
Sundry Photography/iStock Editorial via Getty Images Introduction Applied Materials, Inc. ( AMAT ) isn’t one of my favorite stocks, as I always find either the performance of the stock or the valuation not right for me to open a position there. As a result, I rated the stock twice as a Hold, even though I was quite bullish on the semiconductor industry, rating as a Buy companies like TSMC ( TSM ),...
Sundry Photography/iStock Editorial via Getty Images Introduction Applied Materials, Inc. ( AMAT ) isn’t one of my favorite stocks, as I always find either the performance of the stock or the valuation not right for me to open a position there. As a result, I rated the stock twice as a Hold, even though I was quite bullish on the semiconductor industry, rating as a Buy companies like TSMC ( TSM ), Micron ( MU ), and Marvell ( MRVL ). Previous Coverage The main reason I haven’t been bullish is the slower growth than its semiconductor peers, which was disrupted even more by the trade wars between the U.S. and China in 2025, which is a huge market for Applied Materials. Another reason was the fact that the stock always lagged behind its peers in performance, and I even said in my previous breakdown that I’m doubtful it will suddenly start majorly outperforming. Well, as we can see today, half a year later, I was wrong, and the stock has indeed gone on a rally, outperforming both TSM and MRVL, not falling too far behind Micron. Data by YCharts At the same time, I still have a hard time seeing the appeal of this stock from an investor standpoint, as fundamentals don’t match this optimism. To me, it looks like the company soars mostly on sentiment, which is a fragile position to be in. The company reports in the middle of May, and analysts are confident that the results will come ahead of the estimates with 26 positive EPS revisions in the last 90 days, and 0 negative revisions, but I, once again, am not ready to buy this stock ahead of the earnings on May 14th . Upcoming Quarter's Earnings Premium For What? Taking a look at the earnings presentation and transcript , I immediately remembered why I decided to stay aside and not buy shares of Applied Materials. At the beginning of every report, we first get a lecture about how well the semiconductor industry will be doing in the next few years, driven by the brutal memory shortage and a rapid data center buildout for AI-com...
alacatr/iStock via Getty Images Investment Thesis My bullish call on CoreWeave, Inc. ( CRWV ) last year rested on a simple premise: a neo-cloud that found an opening in the strained relationship between Nvidia ( NVDA ) and its four major hyperscaler customers: Amazon ( AMZN ), Microsoft ( MSFT ), Meta ( META ), and Alphabet ( GOOGL ). CRWV ended up having priority access to the world's most sought...
alacatr/iStock via Getty Images Investment Thesis My bullish call on CoreWeave, Inc. ( CRWV ) last year rested on a simple premise: a neo-cloud that found an opening in the strained relationship between Nvidia ( NVDA ) and its four major hyperscaler customers: Amazon ( AMZN ), Microsoft ( MSFT ), Meta ( META ), and Alphabet ( GOOGL ). CRWV ended up having priority access to the world's most sought-after GPUs, shifting its business model from a crypto miner into an aspiring, AI-focused public cloud provider. This was followed by multi-billion-dollar deals with these hyperscalers. However, recent financial results suggest that CRWV might have signed unprofitable contracts with hyperscalers. Its losses can't be explained by R&D or the temporary construction ramp. Even management's explanation - a time gap between revenue & expenses - doesn't hold scrutiny. Reinforcing this conclusion is that CRWV isn't alone but part of a pattern. Multiple neocloud providers are suffering from persistent and unexplained losses subsequent to signing eye-watering multi-billion-dollar contracts with hyperscalers. This raises doubts that the contracts are structurally unprofitable. My hypothesis is that CRWV is accepting unprofitable raw compute contracts as a means to scale its physical footprint while reducing funding burden, all for the ultimate goal of potentially becoming a high-margin full-stack hyperscaler. Its customers are agreeing to support a potential competitor in return for cheap access to raw compute. The Real Bet You're Making To become a full-stack hyperscaler, CRWV needs to build data centers in different geographies. That's a standard practice to accommodate redundancies, disaster recovery, latency, etc. CRWV For funding, the company had two options. They could raise equity & debt, build the data centers (and cloud software services), and wait for customers to come. Or they could sell raw compute to hyperscalers, even at low margins, and use the money to build the physic...
In trading on Monday, water utilities shares were relative leaders, up on the day by about 3.1%. Leading the group were shares of Middlesex Water, up about 5.3% and shares of Consolidated Water up about 4.8% on the day. Also showing relative strength are television & radio
In trading on Monday, water utilities shares were relative leaders, up on the day by about 3.1%. Leading the group were shares of Middlesex Water, up about 5.3% and shares of Consolidated Water up about 4.8% on the day. Also showing relative strength are television & radio
In trading on Monday, precious metals shares were relative laggards, down on the day by about 1.4%. Helping drag down the group were shares of Silvercorp Metals, down about 6.5% and shares of Avino Silver & Gold Mines down about 4.3% on the day. Also lagging the market Mon
In trading on Monday, precious metals shares were relative laggards, down on the day by about 1.4%. Helping drag down the group were shares of Silvercorp Metals, down about 6.5% and shares of Avino Silver & Gold Mines down about 4.3% on the day. Also lagging the market Mon
The latest tally of analyst opinions from the major brokerage houses shows that among the components of the S&P 500 index, Idexx Laboratories is now the #113 analyst pick, moving up by 1 spot. This rank is formed by averaging the analyst opinions for each component
The latest tally of analyst opinions from the major brokerage houses shows that among the components of the S&P 500 index, Idexx Laboratories is now the #113 analyst pick, moving up by 1 spot. This rank is formed by averaging the analyst opinions for each component
primeimages/E+ via Getty Images Market review The cautious optimism that characterized the beginning of 1Q26 quickly succumbed to the escalating geopolitical tensions and widespread market disruption that unfolded as the period progressed. Global markets began the year with positive performance, building on the previous year's strength in international equities. Emerging markets led gains, support...
primeimages/E+ via Getty Images Market review The cautious optimism that characterized the beginning of 1Q26 quickly succumbed to the escalating geopolitical tensions and widespread market disruption that unfolded as the period progressed. Global markets began the year with positive performance, building on the previous year's strength in international equities. Emerging markets led gains, supported by the continued weakness of the dollar, which dropped to a four-year low, as well as rising commodity prices. Investors retreated from mega-cap companies as artificial intelligence (AI) companies faced earnings scrutiny and turned to global real assets, which were among top performers. Kevin Warsh's nomination as US Federal Reserve chairman provided reassurance about central bank independence, helping unwind the "debasement trade" and triggering dramatic reversals in gold and silver. February was dominated by mounting skepticism over AI sector valuations and escalating Middle East tensions. New agentic AI technologies, with potential for widespread industry automation, drove down software, insurance, and consulting stocks. Despite strong earnings from companies like NVIDIA Corp. ( NVDA ), investor skepticism persisted. The Supreme Court's decision to overturn reciprocal tariffs, followed by President Trump's announcement of new universal tariffs, created additional uncertainty. US equity markets posted negative returns, while international and emerging market equities delivered solid gains, particularly in Japan following Prime Minister Takaichi's decisive electoral victory. The Iran conflict's full impact materialized in March as Iran's blockade of the Strait of Hormuz disrupted energy flows, sending shockwaves across all major asset classes. Asia, heavily dependent on regional energy supply, and Europe, as a net energy importer, suffered heavily. Crude oil surged approximately 50% due to the closure combined with Gulf energy-infrastructure damage. While Asian equity m...
Dividends are a powerful wealth creation tool if you let them compound. For example, $10,000 invested in the S&P 500 in 1960 would have grown to over $982,000 by the end of 2024. However, that same investment would have grown to nearly $6.4 million by reinvesting dividends, according to Morningstar and Hartford Funds data. When it comes to paying dividends, Ares Capital (NASDAQ: ARCC) stands out w...
Dividends are a powerful wealth creation tool if you let them compound. For example, $10,000 invested in the S&P 500 in 1960 would have grown to over $982,000 by the end of 2024. However, that same investment would have grown to nearly $6.4 million by reinvesting dividends, according to Morningstar and Hartford Funds data. When it comes to paying dividends, Ares Capital (NASDAQ: ARCC) stands out with a 10% yield (the S&P 500 currently yields around 1.1%). Here's a look at whether the high-yielding business development company (BDC) can make you rich through the power of compounding. Image source: Getty Images. Continue reading
FBI Director Kash Patel Files $250 Million Defamation Lawsuit Against The Atlantic, Reporter FBI Director Kash Patel filed a $250 million defamation lawsuit Monday against The Atlantic magazine and its national-security reporter Sarah Fitzpatrick, escalating a high-profile clash over a Friday article that alleged Patel's "erratic behavior,” excessive drinking, and unexplained absences have alarmed...
FBI Director Kash Patel Files $250 Million Defamation Lawsuit Against The Atlantic, Reporter FBI Director Kash Patel filed a $250 million defamation lawsuit Monday against The Atlantic magazine and its national-security reporter Sarah Fitzpatrick, escalating a high-profile clash over a Friday article that alleged Patel's "erratic behavior,” excessive drinking, and unexplained absences have alarmed colleagues and raised national-security concerns. FBI Director Kash Patel speaks during a news conference at the Department of Justice on Dec. 4, 2025. Daniel Heuer/AFP In the complaint, filed in U.S. District Court for the District of Columbia, Patel accuses the publication and Fitzpatrick of publishing the story "with actual malice” despite being "expressly warned, hours before publication, that the central allegations were categorically false,” having access to "abundant publicly available information contradicting those allegations,” and ignoring "obvious and fatal defects in their own sourcing," CNN reports . The Atlantic article , titled "The FBI Director Is MIA,” relied on more than two dozen anonymous sources - including current and former FBI officials, members of Congress, and hospitality-industry workers - to portray Patel's leadership as a "management failure” and his personal conduct as a potential vulnerability. It detailed claims of " bouts of excessive drinking” at venues such as the private club Ned's in Washington, D.C ., and the Poodle Room in Las Vegas, rescheduled meetings due to late-night drinking, and incidents in which Patel's security detail allegedly struggled to wake him and once requested breaching equipment to access a locked room. The piece also suggested Patel is deeply paranoid about being fired and that President Trump has privately expressed displeasure over his behavior, including a viral video of him chugging beer with the U.S. men's hockey team. Patel's attorney, Jesse R. Binnall, sent a detailed pre-publication letter to The Atlanti...