Sunday, July 5, 2026

International Investments

Why We Focus On The Emerging Markets Consumer…

A thoughtful investor I know asked whether focusing solely on the consumer in our EM strategy “was still appropriate.” Given this is our...

The Manufacturing Recession Continues

In his podcast addressing the markets today, Louis Navellier offered the following commentary. Unemployment Surge The Labor Department on Friday reported that 187,000 new payroll...

US private funds industry sues securities regulator over new rules By Reuters

By Carolina Mandl NEW YORK (Reuters) - Six private equity and hedge fund trade groups on Friday sued the U.S. Securities and Exchange...

Strong But Slowing Job Growth Is Fed’s Cue To End The Interest Rate Hike Spree 

WASHINGTON, DC – The U.S. Labor Department’s unemployment report reveals job growth in August stayed strong yet showed signs of slowing under the pressure of...

The Reasons Behind The Unexplained Departure Of Tesla CFO

Stanphyl Capital’s commentary for the month ended August 31, 2023, discussing their short position in Tesla Inc (NASDAQ:TSLA). Tesla’s CFO Departs The big August news...

Is Nvidia About To Crash 90%?

Nvidia (NASDAQ:NVDA) is the stock of a lifetime. It’s surged 500%+ since I recommended it to my readers back in 2018. And it just printed the best...

Eur/USD Is At The Crossroads Ahead Of Fed/ECB

The U.S. dollar is on its way to close in the green territory on a weekly basis for the first time since the...

S&P 500 – No Easy Fed Ahead

Core PCE left stocks very complacent, and the breakout above 4,529 – 4,535 zone was rejected. That was the task for yesterday, Sellers...