CareTrust REIT (NYSE:CTRE) reported a strong start to 2026, highlighting rapid investment activity, higher funds from operations and an increased full-year outlook during its first-quarter earnings call. President and CEO Dave Sedgwick said the company closed approximately $245
CareTrust REIT (NYSE:CTRE) reported a strong start to 2026, highlighting rapid investment activity, higher funds from operations and an increased full-year outlook during its first-quarter earnings call. President and CEO Dave Sedgwick said the company closed approximately $245
Claritev (NYSE:CTEV) reported first-quarter 2026 revenue and adjusted EBITDA ahead of internal expectations, while management said sales momentum and new-market expansion support its full-year outlook. President and CEO Travis Dalton said the quarter reflected “not just performa
Claritev (NYSE:CTEV) reported first-quarter 2026 revenue and adjusted EBITDA ahead of internal expectations, while management said sales momentum and new-market expansion support its full-year outlook. President and CEO Travis Dalton said the quarter reflected “not just performa
Not every stock stays down for long during market corrections. Sandisk (NASDAQ: SNDK) seems unstoppable at current levels. It's up by 400% year to date and has surged by nearly 3,900% over the past year. The best part is that this growth is fueled by transformative fundamentals. Many stocks that have trounced the stock market over the past year have had some connection to artificial intelligence (...
Not every stock stays down for long during market corrections. Sandisk (NASDAQ: SNDK) seems unstoppable at current levels. It's up by 400% year to date and has surged by nearly 3,900% over the past year. The best part is that this growth is fueled by transformative fundamentals. Many stocks that have trounced the stock market over the past year have had some connection to artificial intelligence (AI) , and Sandisk is no exception to the rule. Its NAND flash technology acts as the foundation for many memory chips, including those it produces. Those memory chips go inside AI chips and enable them to function optimally. You can't create AI chips without memory chips. More investors have noticed, prompting the sudden surge in Sandisk shares, but the company's financial results support the recent enthusiasm. Continue reading
Daniel Dubois survives two knockdowns to dethrone Fabio Wardley in the 11th round of a thrilling heavyweight classic and become a two-time world champion.
Daniel Dubois survives two knockdowns to dethrone Fabio Wardley in the 11th round of a thrilling heavyweight classic and become a two-time world champion.
When The Persian Gulf Supply Shock Meets The Warsh Fed: Stagflation & The Coming AI Bubble Bust Authored by David Stockman via InternationalMan.com, Here is a salient place to start regarding the economic impact of the Donald’s misbegotten war on Iran: To wit, approximately 7 billion ton-miles of freight moves by truck each and every day in the USA, which heavy truck fleet consumes upwards of 2.9 ...
When The Persian Gulf Supply Shock Meets The Warsh Fed: Stagflation & The Coming AI Bubble Bust Authored by David Stockman via InternationalMan.com, Here is a salient place to start regarding the economic impact of the Donald’s misbegotten war on Iran: To wit, approximately 7 billion ton-miles of freight moves by truck each and every day in the USA, which heavy truck fleet consumes upwards of 2.9 million barrels per day (mb/d) of diesel fuel. Alas, the price of diesel fuel was about $3.55/gallon both a year ago and as of early January 2026, but has since soared by more than+$2.00 per gallon to around $5.60 recently. That’s a 56% rise in the cost of pumping goods and commodities through the arteries of the US economy. On an annualized basis, the diesel fuel bill for the US truck fleet went from $155 billion per year to $250 billion per year at current oil prices. The big question, of course, is through which channel these drastically higher fuel acquisition costs will be absorbed—in higher prices or reduced output? And that pertains not just to the microcosm of the trucking sector, but the entire GDP now being battered by the Donald’s elective war-based dislocation of the world’s 175 million BOE/day oil and natural gas markets. We’d bet it will be a combination of both inflation and deflation, otherwise known as stagflation . The mix of these outcomes depends upon supply and demand conditions in individual sectors of the economy in part, but also, and ultimately and more importantly, on the Fed. That is, whether the nation’s central bank pumps incremental demand into the economy via credit expansion with a view to “accommodating” the soaring price of energy today, and, soon, food and other commodity inputs to GDP, too; or holds firm on the printing press dials and allows the now cresting energy and commodity shocks to work their way through the interstices of the $30 trillion US economy. Of course, during the previous comparable petroleum supply disruption of the 197...
During his third campaign for the White House, President Donald Trump promised he would "fight for and protect Social Security." The government program that tens of millions of American seniors rely on to make ends meet is facing a massive shortfall, as it currently pays out more in benefits than it collects in taxes and investment income. Without major reform, Social Security will deplete its tru...
During his third campaign for the White House, President Donald Trump promised he would "fight for and protect Social Security." The government program that tens of millions of American seniors rely on to make ends meet is facing a massive shortfall, as it currently pays out more in benefits than it collects in taxes and investment income. Without major reform, Social Security will deplete its trust fund, and beneficiaries could face a severe drop in their monthly payments within just a few years. Despite his campaign promises, Trump's policies have made the challenges faced by Social Security even worse. Here's exactly how the president has exacerbated the shortfall and what Congress can do to correct it. Image source: Official White House Photo by Molly Riley. Continue reading
alexsl/iStock via Getty Images There is no denying that money is going into AI-related trades at the moment, and that in chasing momentum, that would have to be the place to be. While we would not want to chase the bubble directly and take on the risks of those valuations holding, we do think there is a play in capital markets to benefit from the greater heights that market valuations are arriving...
alexsl/iStock via Getty Images There is no denying that money is going into AI-related trades at the moment, and that in chasing momentum, that would have to be the place to be. While we would not want to chase the bubble directly and take on the risks of those valuations holding, we do think there is a play in capital markets to benefit from the greater heights that market valuations are arriving at. The State Street SPDR S&P Capital Markets ETF ( KCE ) is mainly a play on asset managers, which benefit from AUMs rising in the market in general. However, tactically we think sharper bets can be made in individual stocks that focus instead on advisory shops within financial services, which are benefiting from a baseline return to market of sponsors; decent deal conditions that are resisting Iran War pressures reportedly; and perhaps most tactically, the possible IPO of a lot of high-valued private AI companies and SpaceX ( SPACE ), which could be copped by some of the bulge bracket shops with strong tech teams. We would rather a bucket of the bulge bracket banks, like Goldman Sachs ( GS ), Morgan Stanley ( MS ), and JPMorgan ( JPM ) as well, perhaps, than take a position in the KCE, which is only modestly levered, albeit also exposure to operationally more conservative businesses. Also, with considerable exposure to AM, US AM picks in our coverage, which are also included in KCE, are a little bit above the 10x PE that we like as a baseline fair multiple for AM companies. KCE Breakdown The KCE is mostly invested in asset management and custody banks, so a lot of exposure to AUM-based businesses, earning revenues on AUM bases according to management fees and also on transactional volumes related to services rendered through wealth management activities. The overall exposure to segments like these are 47% . KCE Sectors (SPDR) There are advantages to an exposure like this. AM businesses are quite resilient. While AUM can decline on outflows in poor markets and on AUM depr...