Vote Harder? Why Secession Is The Only Answer To The American Megastate Authored by Ryan McMaken via The Mises Institute, There are still some Trump supporters out there who continue to bill the Trump administration as some kind of great victory for the forces of populism against the “deep state.” A year into the second Trump administration, it is clear this is not a serious position. The populism...
Vote Harder? Why Secession Is The Only Answer To The American Megastate Authored by Ryan McMaken via The Mises Institute, There are still some Trump supporters out there who continue to bill the Trump administration as some kind of great victory for the forces of populism against the “deep state.” A year into the second Trump administration, it is clear this is not a serious position. The populism of the Trump campaign has clearly failed and what we ended up with instead is a continuation and strengthening of the status quo. Over the next three years of this second Trump term, the welfare-warfare state will only get larger. Trump now actively pushes to strengthen the surveillance state , and to massively increase overall defense spending . He points to some miniscule trimming around the edges of the welfare state while overall spending continues to rise and federal deficits are near all-time highs . In turn, these huge deficits will require central-bank intervention to partly monetize the debt, pushing up price inflation. Far from being some sort of shock to the system in Washington, Trump is governing largely like a business-as-usual Republican. In other words, it should be abundantly obvious by now that there is not going to be anything coming out of this administration that will endanger the governing elites or their institutions which retain a firm grip on Washington institutions and the special interests that drive policy. This is apparently the best that the “militant” populists could come up with: yet another milquetoast republican administration that will ensure the gravy train continues for politically favored allies. This administration is basically just a Marco Rubio administration with some “mean tweets” thrown in for color. The populist “victory” of the Trump administration is perhaps the best evidence yet that a strategy of “vote harder” is simply not going to lead to any significant change of any kind. After all, the media, academia, and even the GOP’...
Granite Ridge Resources press release ( GRNT ): Q1 GAAP EPS of -$0.36 misses by $0.49 . Revenue of $128.26M (+4.3% Y/Y) misses by $2.54M . More on Granite Ridge Resources Granite Ridge Resources: Aiming To Transition To Free Cash Flow Generation In 2027 Granite Ridge Resources, Inc. (GRNT) Q4 2025 Earnings Call Transcript Top 10 small-cap energy stocks ranked by dividend yield Granite Ridge Resour...
Granite Ridge Resources press release ( GRNT ): Q1 GAAP EPS of -$0.36 misses by $0.49 . Revenue of $128.26M (+4.3% Y/Y) misses by $2.54M . More on Granite Ridge Resources Granite Ridge Resources: Aiming To Transition To Free Cash Flow Generation In 2027 Granite Ridge Resources, Inc. (GRNT) Q4 2025 Earnings Call Transcript Top 10 small-cap energy stocks ranked by dividend yield Granite Ridge Resources targets 9% production growth in 2026 while reducing capital spending Seeking Alpha’s Quant Rating on Granite Ridge Resources
Shares of Microsoft (NASDAQ: MSFT) have had a difficult year so far. Even after staging a recovery from late-March lows, the stock is still down about 15% year to date as of this writing -- meaningfully lagging the broader market. The slump comes despite a fiscal third-quarter report that exceeded expectations on both the top and bottom lines. So why aren't investors rushing back in? A closer look...
Shares of Microsoft (NASDAQ: MSFT) have had a difficult year so far. Even after staging a recovery from late-March lows, the stock is still down about 15% year to date as of this writing -- meaningfully lagging the broader market. The slump comes despite a fiscal third-quarter report that exceeded expectations on both the top and bottom lines. So why aren't investors rushing back in? A closer look at the latest quarter suggests the market may be looking past the headline numbers and sizing up a more nuanced picture in the software giant's cloud computing business and commercial backlog -- particularly as cloud rivals Alphabet and Amazon deliver a notably different story. Continue reading
Maravai LifeSciences Holdings press release ( MRVI ): Q1 GAAP EPS of -$0.02 beats by $0.07 . Revenue of $65.8M (+40.3% Y/Y) beats by $12.8M . Updated Financial Guidance for Full Year 2026 Maravai’s financial guidance for the full year 2026 is based on
Maravai LifeSciences Holdings press release ( MRVI ): Q1 GAAP EPS of -$0.02 beats by $0.07 . Revenue of $65.8M (+40.3% Y/Y) beats by $12.8M . Updated Financial Guidance for Full Year 2026 Maravai’s financial guidance for the full year 2026 is based on
GlobalFoundries (NASDAQ:GFS) used its 2026 Investor Day to outline how management expects demand tied to AI infrastructure, “physical AI” devices, and supply chain resiliency to support growth and profitability improvements over the next several years. Executives also introduced a new shareholder re
GlobalFoundries (NASDAQ:GFS) used its 2026 Investor Day to outline how management expects demand tied to AI infrastructure, “physical AI” devices, and supply chain resiliency to support growth and profitability improvements over the next several years. Executives also introduced a new shareholder re
Valhi press release ( VHI ): Q1 GAAP EPS of $0.59. Revenue of $538.6M (+1.5% Y/Y). More on Valhi Valhi: Left Behind In The Underlying Anti-Dumping Rally Dividend scorecard for Valhi Financial information for Valhi
Valhi press release ( VHI ): Q1 GAAP EPS of $0.59. Revenue of $538.6M (+1.5% Y/Y). More on Valhi Valhi: Left Behind In The Underlying Anti-Dumping Rally Dividend scorecard for Valhi Financial information for Valhi
Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha More on News News Corporation (NWSA) Discusses Dow Jones Strategy and Business Transformation Transcript News Corporation (NWSA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript News Non-GAAP EPS of $0.21 beats by $0.01, revenue of $2.19B beats by $80M News Q3 2026 Earnings Preview ...
Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha More on News News Corporation (NWSA) Discusses Dow Jones Strategy and Business Transformation Transcript News Corporation (NWSA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript News Non-GAAP EPS of $0.21 beats by $0.01, revenue of $2.19B beats by $80M News Q3 2026 Earnings Preview Seeking Alpha’s Quant Rating on News
ESCO Technologies press release ( ESE ): Q2 Non-GAAP EPS of $1.91 beats by $0.07 . Revenue of $309.34M (+33.5% Y/Y) misses by $11.04M . Maintaining full year FY 2026 revenue guidance of $1.29 to $1.33 billion (18 to 21 percent growth over the prior year).
ESCO Technologies press release ( ESE ): Q2 Non-GAAP EPS of $1.91 beats by $0.07 . Revenue of $309.34M (+33.5% Y/Y) misses by $11.04M . Maintaining full year FY 2026 revenue guidance of $1.29 to $1.33 billion (18 to 21 percent growth over the prior year).
Jeffrey Gundlach, CEO and CIO of DoubleLine, discusses the current state of the private credit market. Gundlach compared the present moment in private credit to the conditions seen in 2007, highlighting significant risks and potential domino effects. He speaks on "Bloomberg The Close." (Source: Bloomberg)
Jeffrey Gundlach, CEO and CIO of DoubleLine, discusses the current state of the private credit market. Gundlach compared the present moment in private credit to the conditions seen in 2007, highlighting significant risks and potential domino effects. He speaks on "Bloomberg The Close." (Source: Bloomberg)
Golub Capital is capping withdrawals from its private credit fund after investors sought to pull 8.5% of shares, the latest instance of a money manager restricting outflows amid a wave of redemption requests. Golub Capital Private Credit Fund, or GCRED, plans to enforce the quarterly withdrawal limit of 5% of common shares outstanding, according to a letter to shareholders on Thursday. The roughly...
Golub Capital is capping withdrawals from its private credit fund after investors sought to pull 8.5% of shares, the latest instance of a money manager restricting outflows amid a wave of redemption requests. Golub Capital Private Credit Fund, or GCRED, plans to enforce the quarterly withdrawal limit of 5% of common shares outstanding, according to a letter to shareholders on Thursday. The roughly $9.9 billion fund intends to fulfill repurchase requests for 8,891,200 shares. The credit manager told investors that the redemption requests “were concentrated in a small subset representing approximately 5% of GCRED’s more than 12,000 shareholders.” Golub also cited roughly 14 million in new share subscriptions this year through the end of April. GCRED has a liquidity cushion of approximately $4.1 billion and its portfolio consists of nearly $10 billion in total investments at fair value, the firm said. As of the end of the first quarter, less than 0.1% of GCRED’s investment portfolio was on non-accrual status. Loans placed on non-accrual typically means companies have missed their debt payments.
wildpixel/iStock via Getty Images The Key Level to Watch The 30Y Treasury yield ( US30Y ) is at the key level to watch, the 5% level. Investors should pay close attention to this level. Bond vigilantes are investors who "punish" the policy that causes higher rates, and
wildpixel/iStock via Getty Images The Key Level to Watch The 30Y Treasury yield ( US30Y ) is at the key level to watch, the 5% level. Investors should pay close attention to this level. Bond vigilantes are investors who "punish" the policy that causes higher rates, and
Iran deal doubts hit stocks Thursday, but Nvidia, Tesla were strong. CoreWeave, Rocket Lab, Cloudflare were earnings movers late. The jobs report is on deck.
Iran deal doubts hit stocks Thursday, but Nvidia, Tesla were strong. CoreWeave, Rocket Lab, Cloudflare were earnings movers late. The jobs report is on deck.
Annexon Biosciences press release ( ANNX ): Q1 GAAP EPS of -$0.23 beats by $0.06 . Strong Balance Sheet with Cash, Cash Equivalents and Short-Term Investments of Approximately $225 Million as of March 31, 2026, and Anticipated Runway into Second Half 2027 More on Annexon Biosciences Annexon, Inc. (ANNX) Discusses Vision Preservation in Geographic Atrophy With C1q Inhibition and Key Insights From A...
Annexon Biosciences press release ( ANNX ): Q1 GAAP EPS of -$0.23 beats by $0.06 . Strong Balance Sheet with Cash, Cash Equivalents and Short-Term Investments of Approximately $225 Million as of March 31, 2026, and Anticipated Runway into Second Half 2027 More on Annexon Biosciences Annexon, Inc. (ANNX) Discusses Vision Preservation in Geographic Atrophy With C1q Inhibition and Key Insights From ARCHER Trials - Slideshow Annexon, Inc. (ANNX) Discusses Vision Preservation in Geographic Atrophy With C1q Inhibition and Key Insights From ARCHER Trials Transcript Annexon Biosciences GAAP EPS of -$0.28 beats by $0.04 Seeking Alpha’s Quant Rating on Annexon Biosciences Historical earnings data for Annexon Biosciences
In early May, the queue of investors waiting to unstake their Ethereum (CRYPTO: ETH) exploded by roughly 72,000% in about two weeks, swelling to reach 352,136 ETH as of May 5. The unstaking process now takes around six days after entering the queue, but the more important factor is that this kind of spike in the size of the queue sounds so abnormal as to be potentially worrying. So is this a big r...
In early May, the queue of investors waiting to unstake their Ethereum (CRYPTO: ETH) exploded by roughly 72,000% in about two weeks, swelling to reach 352,136 ETH as of May 5. The unstaking process now takes around six days after entering the queue, but the more important factor is that this kind of spike in the size of the queue sounds so abnormal as to be potentially worrying. So is this a big red flag for Ethereum, or is there a benign explanation? Image source: Getty Images. Continue reading
4D Molecular Therapeutics press release ( FDMT ): Q1 GAAP EPS of -$1.01 misses by $0.07 . Revenue of $3.04M (+30300.0% Y/Y) beats by $0.45M . More on 4D Molecular Therapeutics 4D Molecular Therapeutics, Inc. (FDMT) Presents at Barclays 28th Annual Global Healthcare Conference Transcript 4D Molecular Therapeutics, Inc. (FDMT) Presents at TD Cowen 46th Annual Health Care Conference Prepared Remarks ...
4D Molecular Therapeutics press release ( FDMT ): Q1 GAAP EPS of -$1.01 misses by $0.07 . Revenue of $3.04M (+30300.0% Y/Y) beats by $0.45M . More on 4D Molecular Therapeutics 4D Molecular Therapeutics, Inc. (FDMT) Presents at Barclays 28th Annual Global Healthcare Conference Transcript 4D Molecular Therapeutics, Inc. (FDMT) Presents at TD Cowen 46th Annual Health Care Conference Prepared Remarks Transcript 4D Molecular Therapeutics GAAP EPS of -$2.42 beats by $0.98 Seeking Alpha’s Quant Rating on 4D Molecular Therapeutics Historical earnings data for 4D Molecular Therapeutics
E.W. Scripps press release ( SSP ): Q1 GAAP EPS of -$0.20 beats by $0.25 . Operating revenue of $516.87M (-1.4% Y/Y) in-line. On March 31, cash and cash equivalents totaled $84 million. That amount reflects the proceeds received from the sale of WRTV in Indianapolis, which closed on March 31. More on E.W. Scripps The E.W. Scripps Company (SSP) Q4 2025 Earnings Call Transcript E.W. Scripps Q4 Earni...
E.W. Scripps press release ( SSP ): Q1 GAAP EPS of -$0.20 beats by $0.25 . Operating revenue of $516.87M (-1.4% Y/Y) in-line. On March 31, cash and cash equivalents totaled $84 million. That amount reflects the proceeds received from the sale of WRTV in Indianapolis, which closed on March 31. More on E.W. Scripps The E.W. Scripps Company (SSP) Q4 2025 Earnings Call Transcript E.W. Scripps Q4 Earnings Preview 'College Football Playoffs' on ESPN drives cable viewership in January - Nielsen Seeking Alpha’s Quant Rating on E.W. Scripps Historical earnings data for E.W. Scripps
A group of private credit investors led by Blackstone Inc. is preparing to inject at least $100 million of fresh funds into Medallia Inc. as part of a restructuring that will put them in control of the software maker, according to people familiar with the matter. The group is expected to convert a large portion of its existing $2.8 billion loan to Medallia into equity to alleviate the company’s ov...
A group of private credit investors led by Blackstone Inc. is preparing to inject at least $100 million of fresh funds into Medallia Inc. as part of a restructuring that will put them in control of the software maker, according to people familiar with the matter. The group is expected to convert a large portion of its existing $2.8 billion loan to Medallia into equity to alleviate the company’s overall debt burden, said the people, who asked not to be named discussing confidential deliberations. Lenders to Medallia include Apollo Global Management and KKR & Co. The deal will completely wipe out around $5 billion of equity that existing owner Thoma Bravo and its co-investors have poured into the company since they took it private in 2021. Terms of the restructuring are still being discussed and a final agreement may take several weeks to materialize, the person said. Medallia’s lenders have already written off a large portion of the debt to the consumer survey company. Blackstone valued the existing loan at 60 cents on the dollar as of the end of March and placed the debt on non-accrual status, indicating it doesn’t expect to be paid in full. Representatives for Blackstone and Medallia declined to comment. Blackstone’s Global Head of Private Credit Strategies Brad Marshall touted Medallia’s potential on the earnings call of one of the funds that owns the Medallia loan. “Medallia is highly profitable today,” he said on the call on Thursday. The company is currently generating about $200 million of earnings before interest, taxes, depreciation and amortization, but its debt burden of $2.8 billion is higher than its free cash flow can support, the people familiar with the company said. Medallia had been stuck in a cycle of slowing growth driven by intense competitive pressure, which led to cost-cutting and paring down critical functions like marketing. That, in turn, put further pressure on revenue growth, the people said. “As we go forward, our job is to reset the capi...
Bill Foley’s Cannae Holdings Inc expected to complete deal Billionaire Foley to provide ‘significant’ investment Exeter’s members have voted in favour of selling the club to the American owners of AFC Bournemouth. Cannae Holdings Inc, part of billionaire Bill Foley’s investment empire which also includes the Black Knight Sports and Entertainment group, is now set to take full control of the Chiefs...
Bill Foley’s Cannae Holdings Inc expected to complete deal Billionaire Foley to provide ‘significant’ investment Exeter’s members have voted in favour of selling the club to the American owners of AFC Bournemouth. Cannae Holdings Inc, part of billionaire Bill Foley’s investment empire which also includes the Black Knight Sports and Entertainment group, is now set to take full control of the Chiefs and provide “significant” multi-million-pound funding Exeter, who rose from lower-league anonymity to claim a European and domestic title double in 2020, have previously been a members-owned club since their foundation in 1871. At a special general meeting, however, members voted by a comfortable majority to approve the club’s sale with long-time chairman Tony Rowe having negotiated a landmark deal with the new US backers. Continue reading...
StandardAero press release ( SARO ): Q1 non-GAAP EPS of $0.33 Revenue of $1.63B. Full Year 2026 Guidance StandardAero is updating its full year 2026 guidance: Full Year 2026 ($ in millions) Revenue1 (increase) $6,325 to $6,450 Click to enlarge
StandardAero press release ( SARO ): Q1 non-GAAP EPS of $0.33 Revenue of $1.63B. Full Year 2026 Guidance StandardAero is updating its full year 2026 guidance: Full Year 2026 ($ in millions) Revenue1 (increase) $6,325 to $6,450 Click to enlarge
NewLake Capital Partners press release ( NLCP ): Q1 FFO of $0.46 in-line. Revenue of $12.3M (-6.8% Y/Y) beats by $0.45M . More on NewLake Capital Partners NewLake Capital Partners: A Regulatory Arbitrage Play With A Very Attractive Risk-Reward NLCP And MSOS: Cannabis REIT Vs. ETF NewLake Capital Partners: I Still Believe In The Turnaround NewLake Capital Partners Q1 2026 Earnings Preview Top 5 sma...
NewLake Capital Partners press release ( NLCP ): Q1 FFO of $0.46 in-line. Revenue of $12.3M (-6.8% Y/Y) beats by $0.45M . More on NewLake Capital Partners NewLake Capital Partners: A Regulatory Arbitrage Play With A Very Attractive Risk-Reward NLCP And MSOS: Cannabis REIT Vs. ETF NewLake Capital Partners: I Still Believe In The Turnaround NewLake Capital Partners Q1 2026 Earnings Preview Top 5 small-cap REIT quant picks: highest vs. lowest ahead of Q1 results