Escobar On Xi's "Constructive Strategic Stability" Authored by Pepe Escobar, If all of us are magnanimous enough, we might infer that Xi and Trump agreed on a three-year stability framework. The headline on the front page of China Daily this past Thursday was a thunder and lightning “Red-carpet welcome for Trump in Beijing”. Well, complete with electric jumpin’ children waving flowers and a visit ...
Escobar On Xi's "Constructive Strategic Stability" Authored by Pepe Escobar, If all of us are magnanimous enough, we might infer that Xi and Trump agreed on a three-year stability framework. The headline on the front page of China Daily this past Thursday was a thunder and lightning “Red-carpet welcome for Trump in Beijing”. Well, complete with electric jumpin’ children waving flowers and a visit to the Temple of Heaven, built in 1420, symbolizing the connection between heaven and humanity. Youth meet tradition. The generation that will lead fully modernized China meets deep History. A dazed and confused POTUS could barely absorb a running masterclass in civilization. Xi Dada was proverbially sharp: “We should be partners, not rivals.” The Exceptionals were stunned. All that after the non-stop litany of trade wars, tech sanctions, non-stop Taiwan hysteria, military encirclement, geoconomic confrontation, anti-China rhetoric. Cool down. Be cool. Oh, the twists and turns of the most important bilateral relation on the planet. Even as both economies are quite intertwined, bilateral trade in goods reached 4.01 trillion yuan ($590 million) in 2025. In global terms, that’s not exactly groundbreaking: only 8.8% of China’s total foreign trade. At the state banquet, Xi’s sharp rhetorical dagger performed the feat of uniting MAGA and the rejuvenation of the Chinese nation: “The people of China and the United States are both great peoples, achieving the great rejuvenation of the Chinese nation, and making America great again, can go hand in hand.” The barbarians were puzzled. Again. Then Xi explained where we are, concisely. It took only one sentence: “The transformation not seen in a century is accelerating across the globe, and the international situation is fluid and turbulent.” Compare it to when he first referred to the “transformation”, in public, for a global audience: right after the meeting with Putin in the Kremlin in the Spring of 2023. And then Xi immediately asked...
Great things are happening to the stocks in this article. They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.
Great things are happening to the stocks in this article. They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.
Alexander Farnsworth/iStock Editorial via Getty Images It's time, after about 4 months, to update on Swedish miner (and European, really) Boliden ( BDNNY ). This company has perhaps one of the more interesting profiles in the world for a European miner, provided that the circumstances are present for the company to deliver outperformance. When the circumstances are not there, Boliden is perhaps on...
Alexander Farnsworth/iStock Editorial via Getty Images It's time, after about 4 months, to update on Swedish miner (and European, really) Boliden ( BDNNY ). This company has perhaps one of the more interesting profiles in the world for a European miner, provided that the circumstances are present for the company to deliver outperformance. When the circumstances are not there, Boliden is perhaps one of the worst large miners you could invest in - beyond the fact that it is very conservative on a fundamental level. What do I mean by the right circumstances? In order to understand a miner, you have to understand what they mine - metals and how they work. Boliden is easily misunderstood by investors. While its primary work is on what are known as base metals , it has a clear edge or addition with precious metals, like gold and silver . This is viewed, however, as a byproduct of the activities it does in some of its mines. That means, in turn, that in a positive gold macro, the company sees upside - but it is not inherently tied to it, because both gold and silver are just byproducts. This can be exemplified with the Garpenberg asset and the way it acted despite a massive setback with a $70M writedown. Despite this writedown and despite this significant issue with the asset, the operating profits were still up over 70%. That's for the 1Q26 period. So you get results that, unless you clearly understand what's going on, don't really make sense 100%. This surge was not driven by some weird disbelief of its results but rather by significant surges in precious metal prices. Secondly, while it does primarily base metals, it's not tied to iron ore trends. Instead, the company is correlated to copper and zinc, and copper is in a bit of a positive cycle right now. Boliden has Aitik, one of the primary-producing copper mines in all of Europe. That means it enjoys the current upswing in demand for copper. Zinc is a bit of a "special" thing. Not many analysts cover Zinc trends (I'm ...
Earnings Call Insights: Agilysys, Inc. (AGYS) Q4 fiscal 2026 Management View “Fiscal 2026 Q4 was an excellent overall business quarter for Agilysys, including with respect to sales, revenue and profitability, each of which set a new quarter record.” (CEO, President & Director Ramesh Srinivasan) “Fiscal 2026 fourth quarter was the highest sales quarter on record.” (CEO Srinivasan) “All sales and ba...
Earnings Call Insights: Agilysys, Inc. (AGYS) Q4 fiscal 2026 Management View “Fiscal 2026 Q4 was an excellent overall business quarter for Agilysys, including with respect to sales, revenue and profitability, each of which set a new quarter record.” (CEO, President & Director Ramesh Srinivasan) “Fiscal 2026 fourth quarter was the highest sales quarter on record.” (CEO Srinivasan) “All sales and backlog values mentioned here for Q4 and full fiscal year 2026 do not include anything from the Marriott Property Management System, PMS project.” (CEO Srinivasan) “Gaming sales during the quarter improved sequentially by nearly 60%, that is 6-0, improved sequentially by nearly 60% over Q3 of fiscal 2026.” (CEO Srinivasan) “We launched 2 entirely AI-native modules, revenue intelligence and CRS.” (CEO Srinivasan) “The first beta implementations of these modules at customer sites are expected to happen later this fiscal year.” (CEO Srinivasan) “Fiscal 2026 fourth quarter revenue was a record $82.9 million.” (CEO Srinivasan) “After starting the year with a full year revenue guidance level of $308 million to $312 million, full fiscal year 2026 revenue ended up at a record $319.3 million.” (CEO Srinivasan) “Operating income for FY '26 of $43 million, net income of $38.8 million and gain per diluted share of $1.37...” (Senior VP & CFO Dave Wood) “...and adjusted diluted earnings per share of $1.79 compares favorably to $1.55.” (Senior VP & CFO Wood) Outlook “We expect full year fiscal 2027 revenue to be in the range of $365 million to $370 million, with product revenue remaining flat and steady growth in services revenue.” (CEO Srinivasan) “We expect fiscal year 2027 to be the third consecutive year of subscription revenue growth of at least 30%.” (CEO Srinivasan) “We expect adjusted EBITDA by revenue to grow from 21.2% in fiscal 2026 to 24% in fiscal 2027.” (CEO Srinivasan) “We expect adjusted EBITDA by revenue during Q1 to be only 16% to 17% and build upwards from there...” (CEO ...
Some courtroom wins look better on the scoreboard than on the balance sheet. Wall Street has watched two of them play out in the last quarter-century, from the antitrust case that hobbled Microsoft in 2001 to the one that hung over Google for most of the 2020s, and in both cases the supposed loser ...
Some courtroom wins look better on the scoreboard than on the balance sheet. Wall Street has watched two of them play out in the last quarter-century, from the antitrust case that hobbled Microsoft in 2001 to the one that hung over Google for most of the 2020s, and in both cases the supposed loser ...