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Transcript Emerging Markets Equities Update and Outlook, Q2 2024 Welcome to our first quarter, 2024 Emerging Markets Update. My name is Ola El-Shawarby, and I’m the Portfolio Manager for the Strategy. And I’m very happy to be giving you a bit of a recap of what happened over the course…

Thesis Summary Palantir (NYSE:PLTR) has just reported Q1 earnings, beating expectations and raising guidance, but the stock is down 8% on the day, following an 8% rally the day prior. I suggest investors ignore this volatility and focus on all the exciting highlights from the earnings. Palantir is accelerating its…

Berkshire Hathaway shares rose in premarket trading Monday after Warren Buffett’s conglomerate reported a surge in operating earnings as well as a record cash hoard.Berkshire’s Class A shares were higher by 1.5% in the premarket. Meanwhile, Class B shares last gained about 1.2%.Those moves come after the conglomerate posted first-quarter operating profit…

My top 10 things to watch Monday, May 6 1. Warren Buffett’s Berkshire Hathaway now has $189 billion in cash, up from $167.6 billion in the fourth quarter. Buffett has been looking to make a big acquisition but hasn’t found the right target. Elon Musk has an idea. “He should…

Introduction As part of my fund-based approach to build a reliable high-yield income portfolio, CEFs often have my attentions and running high on my watch list because many CEFs still have the NAV discount at the historical wide level. 2024 looks promising for some of those CEFs to stage a…

Investment analysts are coalescing around a few potential winners in China’s car market after a 10-day auto show in Beijing put the ferocious competition on full display. The opening morning of China’s biggest auto show of the year — April 25 in this case — is typically a mad rush.…

Real Estate Weekly Outlook U.S. equity markets advanced for a second week, while benchmark interest rates retreated from five-month highs after a critical slate of employment data showed perhaps the most definitive signs yet of a long-awaited cooldown in labor market trends. Foreshadowed by surprisingly “dovish” remarks from Fed Chair…

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