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Pershing Square's $900 million investment in Howard Hughes aims to transform it into a modern-day Berkshire Hathaway. Click ...
We came across a bearish thesis on Southwest Airlines Co. (LUV) on Substack by Charly AI. In this article, we will summarize ...
A slide of 20% in stocks and a bond gain of 2% leaves equities at $480 and bonds at $408, a 54-46 split.  Restoring the 60-40 ...
We came across a bullish thesis on Marex Group plc (MRX) on Substack by Karst Research. In this article, we will summarize ...
In the smokeless battle of the capital market, every merger and acquisition, every capital increase, and every round of ...
BlackRock’s (BLK) focus on alternatives & Aladdin technology drives growth and resilience. Macro headwinds make timing ...
Since August 2024, as the Central Bank of Kenya has steadily cut its benchmark policy rate from 13 percent to 10.75 percent ...
We believe that Banco Bilbao Vizcaya Argentaria will generate higher midcycle profitability than its peers, supported by its market-leading positions in attractive banking jurisdictions, notably ...
Our last financial year was a period of difficulty as well but we had real hope that improved economic performance would lead to a return of investor interest in UK assets and especially smaller ...