Indonesia on Saturday began implementing a new government regulation approved earlier this month that bans children younger than 16 from access to digital platforms that could expose them to pornography, cyberbullying, online scams and addiction. With the move, Indonesia became the first country in Southeast Asia to ban children from having accounts on YouTube, TikTok, Facebook, Instagram, Threads...
Indonesia on Saturday began implementing a new government regulation approved earlier this month that bans children younger than 16 from access to digital platforms that could expose them to pornography, cyberbullying, online scams and addiction. With the move, Indonesia became the first country in Southeast Asia to ban children from having accounts on YouTube, TikTok, Facebook, Instagram, Threads, X, Bigo Live and Roblox. It follows measures that Australia took last year in a world-first social...
Forget about profiting from the "future of food." Today, Beyond Meat (NASDAQ: BYND) is just fighting for survival. Seven years ago, the stock was trading for over $230 per share, as investors bet big that the rise of plant-based diets, for health and environmental reasons, would eventually make upstarts like Beyond Meat among the largest food stocks . Now, Beyond Meat stock trades for less than a ...
Forget about profiting from the "future of food." Today, Beyond Meat (NASDAQ: BYND) is just fighting for survival. Seven years ago, the stock was trading for over $230 per share, as investors bet big that the rise of plant-based diets, for health and environmental reasons, would eventually make upstarts like Beyond Meat among the largest food stocks . Now, Beyond Meat stock trades for less than a dollar per share, and for a very good reason. With losses per share exceeding its stock price, and the stock itself facing delisting risk yet again, sentiment for this name is deeply bearish. Making matters worse, the most likely remedy for Beyond Meat's key near-term issue, a reverse stock-split, will ultimately do little to improve the underlying situation. Continue reading
The average one-year price target for Pantheon Resources (AIM:PANR) has been revised to 31.62 GBX / share. This is an increase of 10.12% from the prior estimate of 28.71 GBX dated February 21, 2026. The price target is an average of many targets provided by an
The average one-year price target for Pantheon Resources (AIM:PANR) has been revised to 31.62 GBX / share. This is an increase of 10.12% from the prior estimate of 28.71 GBX dated February 21, 2026. The price target is an average of many targets provided by an
Hong Kong authorities have defended legal changes that have made it illegal to withhold smartphone passwords from police in national security investigations, after the United States sent a new alert to its citizens travelling to the city. The government on Friday also expressed “strong dissatisfaction with misleading information and sweepingly generalised descriptions” by foreign organisations and...
Hong Kong authorities have defended legal changes that have made it illegal to withhold smartphone passwords from police in national security investigations, after the United States sent a new alert to its citizens travelling to the city. The government on Friday also expressed “strong dissatisfaction with misleading information and sweepingly generalised descriptions” by foreign organisations and media regarding the amendments to the Beijing-imposed national security law earlier this week, as...
Zheka-Boss/iStock via Getty Images The layout has been adjusted to lead with the tickers and charts. Why? Because I think it allows the article to flow more naturally. Like it or hate it? Let me know in the comments. The High Yielders The charts compare the common shares from the following mortgage REITs and BDCs: Agency mREITs Hybrid mREITs Originator / Servicer Commercial BDC AGNC EFC RITM FBRT ...
Zheka-Boss/iStock via Getty Images The layout has been adjusted to lead with the tickers and charts. Why? Because I think it allows the article to flow more naturally. Like it or hate it? Let me know in the comments. The High Yielders The charts compare the common shares from the following mortgage REITs and BDCs: Agency mREITs Hybrid mREITs Originator / Servicer Commercial BDC AGNC EFC RITM FBRT ARCC NLY MFA PMT BXMT OCSL DX RC GPMT FSK TWO CIM GAIN ORC MITT MAIN ARR ADAM GBDC CHMI SLRC TSLX CSWC OBDC TPVG BXSL Click to enlarge The Charts Mortgage REITs and BDCs: The REIT Forum The REIT Forum The REIT Forum The REIT Forum The REIT Forum The REIT Forum Click to enlarge Preferred shares and baby bonds: The REIT Forum The REIT Forum The REIT Forum The REIT Forum The REIT Forum The REIT Forum The REIT Forum The REIT Forum The REIT Forum Click to enlarge Definitions for preferred shares: FTF stands for "fixed-to-floating". It means the share is fixed-rate, but will begin floating based on SOFR. We may still refer to LIBOR, but LIBOR simply means SOFR + 26.161 basis points. FTR stands for "fixed-to-reset". These shares are currently fixed-rate, but will eventually reset their dividend rate based on the 5-year treasury rate plus a given spread. They typically continue to reset every 5 years thereafter. At least in theory. That's pretty far away, but those are the terms. FTL stands for "fixed-to-lawsuit". It only gets applied for PMT because they were the only mortgage REIT (that we know of) where management announced that "floating" really means a fixed dividend rate that never changes. PMT was sued over their actions . If you're not familiar with it, see this article on the lawsuit . Floating stands for a share that is floating. Pretty obvious, right? This is the adult version of "FTF". The rate is typically updated every 3 months. Commentary From The REIT Forum It's been way too long since I posted this series. I apologize for the delay. As you may have heard, the marke...
Tara Moore/DigitalVision via Getty Images I last covered the VanEck IG Floating Rate ETF ( FLTR ), which invests in high-quality floating rate notes, in late 2024 . In that article, I argued that FLTR's above-average dividends and below-average risk and volatility made the fund a buy. Since then, the fund has slightly outperformed on an absolute basis, moderately so on a risk-adjusted basis. At th...
Tara Moore/DigitalVision via Getty Images I last covered the VanEck IG Floating Rate ETF ( FLTR ), which invests in high-quality floating rate notes, in late 2024 . In that article, I argued that FLTR's above-average dividends and below-average risk and volatility made the fund a buy. Since then, the fund has slightly outperformed on an absolute basis, moderately so on a risk-adjusted basis. At the same time, Fed cuts have caused FLTR's SEC yield to decline from 5.0% to 4.3%. Although the decrease in income is a negative, yields remain competitive, and so the fund remains a strong investment opportunity and a buy. FLTR - Quick Overview and Investment Thesis FLTR is a simple, high-quality, floating-rate note index ETF. It tracks the MVIS US Investment Grade Floating Rate Index , an index of these same securities. FLTR's investments behave as somewhat riskier T-bills, with broadly similar characteristics to these but with a bit more in income: Data by YCharts And a bit more at risk: Data by YCharts FLTR compares favorably to most quality fixed-income asset classes, with higher dividend yields and lower realized volatility than index ETFs tracking treasuries, investment-grade corporate bonds, and investment-grade bonds more broadly. Data by YCharts In my opinion, the above comparisons are the most important considerations for prospective investors in FLTR. Conservative, risk-averse investors who still want a bit more income than T-bills have to offer should consider FLTR: it offers a good, competitive amount of income, while keeping risks low. The most risk-averse investors might not be comfortable with FLTR's risk, low as it is, while the more risk-seeking investors should consider higher-yielding ETFs (but these are much riskier in turn). FLTR targets a specific niche and should be of great interest to investors in said niche. I'll be looking into these and a couple of other characteristics of FLTR in more detail, but I do think that the above is the more important c...
The average one-year price target for Fury Gold Mines (TSX:FURY) has been revised to $1.96 / share. This is an increase of 11.65% from the prior estimate of $1.75 dated February 21, 2026. The price target is an average of many targets provided by analysts. The
The average one-year price target for Fury Gold Mines (TSX:FURY) has been revised to $1.96 / share. This is an increase of 11.65% from the prior estimate of $1.75 dated February 21, 2026. The price target is an average of many targets provided by analysts. The
tumsasedgars/iStock via Getty Images Strong headline economic data masks a more difficult reality for small and mid-sized businesses (SMBs), where elevated costs and policy uncertainty continue to pressure margins and decision-making. Affordability has emerged as the central issue shaping both business conditions and the policy agenda. At the same time, a fragmented, state-driven regulatory landsc...
tumsasedgars/iStock via Getty Images Strong headline economic data masks a more difficult reality for small and mid-sized businesses (SMBs), where elevated costs and policy uncertainty continue to pressure margins and decision-making. Affordability has emerged as the central issue shaping both business conditions and the policy agenda. At the same time, a fragmented, state-driven regulatory landscape is adding complexity and delaying investment. In this environment, SMB resilience will depend less on macro strength and more on the ability to stay agile amid persistent uncertainty. Small and mid-sized businesses are contending with a widening gap between strong macroeconomic signals and a far more constrained operating reality. While GDP growth and employment data suggest resilience, business owners remain focused on persistent cost pressures, uneven demand, and an increasingly uncertain policy backdrop. Affordability sits at the center of this tension. Elevated costs across labor, energy, insurance, and financing continue to weigh on margins, while tariff dynamics remain fluid and difficult to plan around. At the same time, policymakers are placing growing emphasis on affordability as a defining economic issue, one that is likely to shape both near-term policy decisions and the broader political landscape. Compounding these pressures is a shift in where policy is being made. With limited progress at the federal level, states are taking a more active role, resulting in a fragmented regulatory environment. For SMBs, particularly those operating across multiple states, this creates added complexity, higher compliance costs, and greater uncertainty around future obligations. In this environment, SMBs are increasingly prioritizing caution over expansion by slowing hiring, delaying investment, and preserving flexibility. Notably, as the backbone of U.S. employment, a sustained pullback in SMB hiring has the potential to dampen broader labor market momentum and, in turn, e...
Ratana21/iStock via Getty Images By Behnood Noei, CFA Over the past couple of months, private credit has moved from a relatively hot corner of the market into an area of concern. What was once viewed as a steady, income-generating segment is now facing a wave of scrutiny. Investors have begun to reassess their exposure, particularly to areas tied to software and technology, and the shift has been ...
Ratana21/iStock via Getty Images By Behnood Noei, CFA Over the past couple of months, private credit has moved from a relatively hot corner of the market into an area of concern. What was once viewed as a steady, income-generating segment is now facing a wave of scrutiny. Investors have begun to reassess their exposure, particularly to areas tied to software and technology, and the shift has been swift. Publicly traded investment companies focused on private credit have seen their shares fall between 25% and 40% year-to-date, reflecting a meaningful repricing of risk. In this blog post, we will take a look at how things started and how systematic we believe these concerns are. How Did We Get Here? Things really started to shift when Blue Owl put limits on quarterly redemptions for a couple of its non-traded BDCs. Other managers followed with their own restrictions, and around the same time, reports surfaced about fraud tied to a few private credit funds. Put all of that together, and it’s not surprising that investors, who had come to see this space as relatively stable, are starting to feel uneasy. As worries have picked up, people have started looking back at past market stress for comparison. In some cases, the conversation has even drifted toward 2008 and sub-prime crisis, with questions about whether problems in private credit could spill over into the broader economy. Time to Press the Panic Button? To understand the potential impact, it helps to start with the size of the market. The private credit industry currently holds about $1.7 trillion in leveraged loans to the corporate sector, accounting for roughly 4% of all credit to the private non-financial sector. That’s a meaningful figure, but still relatively modest in the context of the overall credit system. While transparency in private credit is limited compared to public markets, the data that is available suggests that loan performance as of the fourth quarter of 2025 has remained broadly in line with i...
Veritone (VERI) has drawn fresh attention after a multi year agreement with Oracle to migrate its AI solutions to Oracle Cloud Infrastructure, along with updates to its privacy focused Redact and Data Refinery platforms. See our latest analysis for Veritone. The latest client agreement with Oracle and the earlier updates to Redact and Data Refinery come against a weak share price backdrop, with a ...
Veritone (VERI) has drawn fresh attention after a multi year agreement with Oracle to migrate its AI solutions to Oracle Cloud Infrastructure, along with updates to its privacy focused Redact and Data Refinery platforms. See our latest analysis for Veritone. The latest client agreement with Oracle and the earlier updates to Redact and Data Refinery come against a weak share price backdrop, with a 90 day share price return of 63.42% decline and a 5 year total shareholder return of 92.5%...
The average one-year price target for Shennan Circuits Co. (SZSE:002916) has been revised to CN¥290.61 / share. This is an increase of 17.28% from the prior estimate of CN¥247.79 dated February 21, 2026. The price target is an average of many targets provided
The average one-year price target for Shennan Circuits Co. (SZSE:002916) has been revised to CN¥290.61 / share. This is an increase of 17.28% from the prior estimate of CN¥247.79 dated February 21, 2026. The price target is an average of many targets provided