Prior to Trump's statement, the Wall Street Journal had quoted unnamed US officials saying the president had supported the strike on South Pars as a message to Iran over its restriction of tanker traffic through the Strait of Hormuz - one of the world's busiest oil shipping lanes - but that he did not want to see further such strikes.
Prior to Trump's statement, the Wall Street Journal had quoted unnamed US officials saying the president had supported the strike on South Pars as a message to Iran over its restriction of tanker traffic through the Strait of Hormuz - one of the world's busiest oil shipping lanes - but that he did not want to see further such strikes.
Key Points Palantir stock has gained 1,860% over the past three years, with a commensurate rise in its valuation. The data analytics and AI company is forecasting high double-digit growth for the coming year. One analyst describes Palantir as a "premier growth story." 10 stocks we like better than Palantir Technologies › Palantir (NASDAQ: PLTR) has been on an epic run in recent years, but it hasn'...
Key Points Palantir stock has gained 1,860% over the past three years, with a commensurate rise in its valuation. The data analytics and AI company is forecasting high double-digit growth for the coming year. One analyst describes Palantir as a "premier growth story." 10 stocks we like better than Palantir Technologies › Palantir (NASDAQ: PLTR) has been on an epic run in recent years, but it hasn't all been smooth sailing. The data analytics and artificial intelligence (AI) specialist has delivered stock price gains of 1,860% over the past three years, but has fallen 20% or more on at least 10 occasions. That's not all. Between 2021 and 2023, Palantir stock plunged more than 80% -- so it isn't for the faint of heart. The stock currently sells for a head-turning 244 times earnings and 117 times forward earnings (as of this writing), yet one Wall Street analyst sees Palantir as a "premier growth story." Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » The Palantir logo superimposed over a picture of the company's headquarters building. Image source: The Motley Fool. UBS thinks Palantir is a buy UBS analyst Karl Keirstea recently raised eyebrows, maintaining a buy rating on the stock and raising his price target on Palantir to $200. For those keeping score at home, this represents potential upside for investors of 29% compared to Tuesday's closing price. The analyst didn't provide commentary for his latest price target hike, but was vocal about his reasoning when he upgraded the stock less than three weeks ago. Keirstea pointed out that Palantir stands "at the nexus of the two most powerful spending trends -- AI and data." He also cites channel checks suggesting that Palantir is "facing a very strong demand backdrop." I think the analyst's assessment is spot on. In the fourth quarter, Palantir's reven...
Torsten Asmus/iStock via Getty Images I rate PIMCO Access Income Fund (NYSE: PAXS ) a Buy, for income-focused investors who are looking for long-term buy-and-hold investments. This closed-end fund from PIMCO is currently trading at a discount to Net Asset Value (NAV), which is unusual for PIMCO funds. Its holdings , described by Morningstar as Multisector Bond, include a tranche of private credit ...
Torsten Asmus/iStock via Getty Images I rate PIMCO Access Income Fund (NYSE: PAXS ) a Buy, for income-focused investors who are looking for long-term buy-and-hold investments. This closed-end fund from PIMCO is currently trading at a discount to Net Asset Value (NAV), which is unusual for PIMCO funds. Its holdings , described by Morningstar as Multisector Bond, include a tranche of private credit investments that have been in the media recently for fears of rising defaults. This is especially true for AI-related software stocks, which may be overvalued. Through this analysis, I will show that the fund is diversified, managed by a highly talented portfolio management team, and has unfairly been punished by the news headlines. The most important factors that influence my opinion of the closed-end fund are: Pays a consistent monthly distribution of $0.1494, with an annual yield of 12.28%. Trades at a -0.88% discount to NAV Uses an effective leverage of 39.30%. Assets under management are currently $710M. I recently recommended this fund in my article on “ Model Portfolio for March 2026 ”, as one of the top 20 income funds I currently invest in. This fund replaces PDI and PDO from the last update, meaning if you were to create a portfolio today, this is the one to buy for fixed income allocation. Seeking Alpha Quant doesn’t cover the ETF. Pacific Investment Management Company LLC PIMCO is a global leader in active fixed income, offering products in both the private and public sectors. With 50+ years of experience, the Pacific Investment Management Company has $2.26 trillion in assets under management, with 24 global offices throughout the Americas, Europe, and Asia. The company was once the home of Bill Gross, known as the “Bond King,” who elevated the fixed income world with increased liquidity in markets. PAXS – Access Income Fund Launched on January 31, 2022, the closed-end fund seeks current income as a primary objective and capital appreciation as a secondary objec...
Kwarkot/iStock via Getty Images Picton Property ( PCTNF ) on Thursday said that it has received multiple proposals as part of its strategic review and formal sale process, prompting a delay in releasing its annual results. "The company is progressing with a shortlisted number of these proposals in order to determine a preferred option," the company said. The board has decided to delay the release ...
Kwarkot/iStock via Getty Images Picton Property ( PCTNF ) on Thursday said that it has received multiple proposals as part of its strategic review and formal sale process, prompting a delay in releasing its annual results. "The company is progressing with a shortlisted number of these proposals in order to determine a preferred option," the company said. The board has decided to delay the release of the annual results from May 21, 2026, to a later date. More on Picton Property Income Limited Picton Property Income Limited (PCTNF) Discusses Quarterly Financial Results, Portfolio Valuation Movements and Market Outlook Transcript Historical earnings data for Picton Property Income Limited Dividend scorecard for Picton Property Income Limited Financial information for Picton Property Income Limited
Federal Reserve Chair Jerome Powell made it clear the US central bank won’t cut interest rates again until inflation starts cooling again. Speaking at a press conference Wednesday, Powell also said it was still too soon to gauge the effects of a surge in oil prices on the US economy. Bloomberg’s Mark Cranfield breaks down the situation.
Federal Reserve Chair Jerome Powell made it clear the US central bank won’t cut interest rates again until inflation starts cooling again. Speaking at a press conference Wednesday, Powell also said it was still too soon to gauge the effects of a surge in oil prices on the US economy. Bloomberg’s Mark Cranfield breaks down the situation.
The UK government has confirmed that stricter English language requirements for immigrants announced earlier this month will not apply to Hongkongers applying through the British National (Overseas) visa pathway. The clarification from Minister for Migration and Citizenship Mike Tapp came after more than 30 MPs sent a letter to the Home Office last month urging it to maintain the existing English ...
The UK government has confirmed that stricter English language requirements for immigrants announced earlier this month will not apply to Hongkongers applying through the British National (Overseas) visa pathway. The clarification from Minister for Migration and Citizenship Mike Tapp came after more than 30 MPs sent a letter to the Home Office last month urging it to maintain the existing English threshold for BN(O) applicants. “The increase in the English language requirement in the statement of changes in Immigration Rules (HC 1691) does not apply to those on the BN(O) route,” Tapp wrote in a written reply to parliament on Monday, referring to the new rules requiring the applicants to have higher proficiency in English. Advertisement He added that the current B1 English language requirement for settlement under the BN(O) route remained unchanged. On March 5, the UK government announced planned changes to English language requirements for settlement applications but did not specify at the time whether they would apply to BN(O) visa holders. Advertisement The proposal raises the required level for settlement from B1 to B2 under the Common European Framework of Reference for Languages for a number of immigration routes. The changes are to take effect from March 26, 2027, offering applicants enough time to meet the higher standard.
Americans are losing faith in the stock market, with more than 46% of investors worried that stock prices will be lower six months from now, according to the most recent weekly survey from the American Association of Individual Investors. That's up from around 36% the week prior. History also suggests volatility could be on the horizon, with the stock market sending a warning sign for investors. H...
Americans are losing faith in the stock market, with more than 46% of investors worried that stock prices will be lower six months from now, according to the most recent weekly survey from the American Association of Individual Investors. That's up from around 36% the week prior. History also suggests volatility could be on the horizon, with the stock market sending a warning sign for investors. Here's what to know right now. Multiple metrics suggest stocks are overvalued Two popular stock market metrics many investors use to determine valuations are the S&P 500 Shiller CAPE Ratio and the Buffett indicator, and both have not-so-good news for investors. The S&P 500 Shiller CAPE Ratio measures the S&P 500's inflation-adjusted earnings over the last 10 years. A higher ratio can signal that the market is overvalued, and historically, stock prices tend to fall after a peak. The ratio's long-term average is around 17, and it reached a record high of 44 in December 1999, right before stocks entered a bear market. As of this writing, the ratio is approximately 39. The Buffett indicator also measures market valuations, but it does so by comparing the total value of U.S. stocks to U.S. GDP. It's nicknamed after Warren Buffett, who used this metric to predict the onset of the dot-com bubble burst. A higher ratio suggests the market could be overvalued. In a 2001 interview with Fortune Magazine to explain his use of this indicator, Buffett himself noted that if it nears 200%, investors are "playing with fire." As of this writing, the Buffett indicator sits at around 218%. What this means for investors No stock market indicator can predict the future, so these metrics don't guarantee that a recession or bear market is looming. The market landscape is also much different now than it was 20 or 30 years ago, making these metrics trickier to interpret. That said, it's wise to start preparing your portfolio just in case a bear market is looming. The best way to protect against volati...
TexBr/iStock via Getty Images We recently attended the inaugural “Argentina Week” in New York City, a series of events organized by the Argentine government to highlight its economy and attract investment. We heard from President Milei, both U.S. and Argentine ambassadors, and various CEOs and fund managers actively investing in the country. We left with a renewed sense of confidence in the countr...
TexBr/iStock via Getty Images We recently attended the inaugural “Argentina Week” in New York City, a series of events organized by the Argentine government to highlight its economy and attract investment. We heard from President Milei, both U.S. and Argentine ambassadors, and various CEOs and fund managers actively investing in the country. We left with a renewed sense of confidence in the country’s prospects and share our top 10 takeaways below. The views and information presented were based on discussions and presentations held from March 9-12, 2026, and may reflect the perspectives of participants with interests in Argentina’s economic development. These views are subject to change and may not be independently verified. Key Takeaways Start at the Top: President Milei anchors reforms in a free-market philosophy centered on trade openness and deregulation. He argues protectionism distorts prices and misallocates resources. His administration promotes free trade, stronger property rights, and limited government intervention. Within two years of his inauguration on December 10, 2023, the government eliminated a large fiscal deficit, sharply reduced inflation, lowered country risk, and reduced poverty. Continued deregulation and labor reforms aim to unlock growth across key industries. Financial Sector Development: In general, Argentine banks remain profitable, well capitalized, and liquid despite years of volatility. Capital ratios are roughly double regional averages. Credit penetration remains extremely low, with loans at ~12% of gross domestic product (GDP) and mortgages below 1%. Future growth likely depends on mobilizing domestic savings, deepening capital markets, and expanding fintech partnerships, open banking, and digital payments. Monetizing the Energy Base: Vaca Muerta (a massive shale formation with large oil and gas reserves) is one of the world’s most important energy resources and a key growth driver. Output should exceed 1mn boed (barrels of oil equi...
gashgeron/iStock via Getty Images Market Review Moderate positive total returns across the investment-grade bond universe in the fourth quarter capped a year of strong overall returns in 2025, amidst a heightened backdrop of uncertainty. Despite plenty of intra-year volatility, the Bloomberg U.S. Aggregate Bond Index ( AGG ) managed to post positive total returns for each quarter of 2025. Since th...
gashgeron/iStock via Getty Images Market Review Moderate positive total returns across the investment-grade bond universe in the fourth quarter capped a year of strong overall returns in 2025, amidst a heightened backdrop of uncertainty. Despite plenty of intra-year volatility, the Bloomberg U.S. Aggregate Bond Index ( AGG ) managed to post positive total returns for each quarter of 2025. Since the debacle that was 2022, which marked the worst annual return the Agg experienced since its 1976 inception at -13.01%, the three-year annualized return for the Agg is now a respectable 4.66%. The five-year annualized total return, which includes that historic 2022, remains slightly negative at -0.36%. Longer-term returns also remain challenged, with 10-year annualized and 20-year annualized returns of 2.01% and 3.25%, respectively. The U.S. Federal Reserve's (Fed's) zero interest rate policy (ZIRP) starved the market of a normal income component over those longer-term time frames. Hopefully ZIRP remains a distant memory and never again a multi-year monetary policy setting. The fourth-quarter total return of 1.10% for the Agg was the lowest quarterly return for the 2025 calendar year, while the full year return of 7.30% was the best since 2020 (7.51%). Looking back over the previous 30 years, the median total return for the Agg was 4.79%. So, in the context of that backdrop, 2025 was an excellent year for the investment-grade bond market. The government shutdown that lasted for essentially the first half of 4Q suppressed volatility in the rates market, given the lack of fundamental data inputs that normally flow from the Bureau of Labor Statistics, the Census Bureau, and many other government agencies. Trading ranges declined dramatically across the yield curve, with two-year, five-year, and 10-year benchmark Treasury yields staying within a 20 to 24 basis point (bp) range. That was considerably less than the 45 to 65 bps ranges seen over the prior quarters. While volatility...
Key Points The S&P 500 Shiller CAPE Ratio and the Buffett indicator both suggest volatility could be looming. While no metric can predict the future with 100% accuracy, it's still wise to prepare. The right investments are key to protecting your portfolio. These 10 stocks could mint the next wave of millionaires › Americans are losing faith in the stock market, with more than 46% of investors worr...
Key Points The S&P 500 Shiller CAPE Ratio and the Buffett indicator both suggest volatility could be looming. While no metric can predict the future with 100% accuracy, it's still wise to prepare. The right investments are key to protecting your portfolio. These 10 stocks could mint the next wave of millionaires › Americans are losing faith in the stock market, with more than 46% of investors worried that stock prices will be lower six months from now, according to the most recent weekly survey from the American Association of Individual Investors. That's up from around 36% the week prior. History also suggests volatility could be on the horizon, with the stock market sending a warning sign for investors. Here's what to know right now. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Multiple metrics suggest stocks are overvalued Two popular stock market metrics many investors use to determine valuations are the S&P 500 Shiller CAPE Ratio and the Buffett indicator, and both have not-so-good news for investors. The S&P 500 Shiller CAPE Ratio measures the S&P 500's inflation-adjusted earnings over the last 10 years. A higher ratio can signal that the market is overvalued, and historically, stock prices tend to fall after a peak. The ratio's long-term average is around 17, and it reached a record high of 44 in December 1999, right before stocks entered a bear market. As of this writing, the ratio is approximately 39. The Buffett indicator also measures market valuations, but it does so by comparing the total value of U.S. stocks to U.S. GDP. It's nicknamed after Warren Buffett, who used this metric to predict the onset of the dot-com bubble burst. A higher ratio suggests the market could be overvalued. In a 2001 interview with Fortune Magazine to explain his use of this indicator, Buffett himself note...
designer491 BHAV Acquisition ( BHAV ) priced its IPO at $10 per unit, offering 10M units to raise $100M. Later, this $10 per unit will be held in a trust account managed by Continental Stock Transfer & Trust Company. Each unit included one Class A share and one right, with each right converting into one-fourth of a Class A share at the closing of the initial business combination. Units are expecte...
designer491 BHAV Acquisition ( BHAV ) priced its IPO at $10 per unit, offering 10M units to raise $100M. Later, this $10 per unit will be held in a trust account managed by Continental Stock Transfer & Trust Company. Each unit included one Class A share and one right, with each right converting into one-fourth of a Class A share at the closing of the initial business combination. Units are expected to trade on Nasdaq under the ticker "BHAVU" on March 19, 2026, and after separation, shares and rights will trade as “BHAV” and “BHAVR,” respectively. The underwriter has a 45-day option to buy up to 1.5M extra units at the IPO price (less discount) to cover overallotments. The offering is expected to close on March 20, 2026 More on Bhav Acquisition Corp, Bhav Acquisition Corp, etc. Financial information for Bhav Acquisition Corp Financial information for Bhav Acquisition Corp Financial information for Bhav Acquisition Corp Financial information for BHAV Acquisition Corp Compare metrics for BHAV to BHAVU, BHAVW, BHAVR