Tag: style

Posts with tag: style

Latest Posts

The Bleak Future of Low-Cost Airlines

Low-cost airlines face an uncertain future as costs soar and passengers seek comfort. Despite mergers and cost-cutting efforts, the ultra-low-cost model is eroding, leading to stock underperformance and uncertainty for investors.

Big Tech in the Age of the Trump Trade War

Morgan Stanley analyst Brian Nowak estimates that two-thirds of Amazon's first-party merchandise cost of goods sold is non-grocery, with 40% exposure to China. The short run effects of a trade war are certainly painful, says Apollo Global Management chief economist Torsten Sløk, and these risks are not priced into the stocks of big tech companies.

European Currencies Favored for Yen Bets as Investors Sidestep Dollar

Investors are using European currencies to bet on the Japanese yen, seeking to avoid volatility in the dollar due to uncertainty over Donald Trump's trade tariffs. This strategy involves shorting the euro, Swiss franc, and pound against the yen, offering higher returns and reduced risk compared to betting directly against the dollar. Vanguard Asset Management, Russell Investments, and others favor this approach, capitalizing on Japan's rising interest rates and the prospect of rate cuts in Europe.

Japan’s Non-Life Insurers Sell ¥1.64 Trillion in Cross-Held Shares

Japan’s largest non-life insurers sold ¥1.64 trillion ($11B) of cross-held shares in April-December 2023, nearly 90% of their planned ¥1.84T divestitures by March 2025. The sales aim to improve governance and reduce cozy ties, with proceeds used for shareholder returns, acquisitions, and investments

Wall Street's DEI Retreats Face Conservative Backlash

JPMorgan CEO Jamie Dimon expresses skepticism about DEI initiatives, while rivals like Goldman Sachs adjust policies amid conservative pressure.

NNVC Reports Q2 Loss

NanoViricides Inc. (NNVC) reported a loss of $2 million in its fiscal Q2.

Intel Stock Jumps on AI Hype and TSMC JV Rumors

Intel stock surged 23% this week on speculation of a joint venture with TSMC to bolster domestic AI chip production.

Oil Drops Below $71 as Iran Threats Discounted

Oil prices fell as the market sees ample supplies and doubts the feasibility of US threats to Iranian exports.

Airbnb Aims to Expand Beyond Vacation Rentals, Take on Amazon

Airbnb stock surged over 14% after earnings beat as CEO Brian Chesky outlined plans to transform the vacation home marketplace app into a one-stop shop for all travel and living needs, similar to Amazon.

Trump's Achilles' Heel: Interest Rates Rise Despite His Demanding Lower Rates

President Trump's efforts to lower interest rates are being challenged by stubborn markets, despite his push for deregulation and tax cuts. Rising bond yields, driven by inflation concerns, signal potential economic headwinds, raising worries about mortgage rates and business lending. Trump's frustration with the Federal Reserve highlights the limits of his control over long-term rates, potentially leading to further market volatility.