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Investment ideas

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France’s sovereign story and its corporate credit story have become increasingly disconnected, Bloomberg notes / Photo: Unsplash/Pedro Kümmel
News·
French sovereign bonds are now riskier than 38% of French corporate paper
Bonds are offering genuine competition to stocks for the first time in decades, BofA argues / Photo: planger / Shutterstock
News·
‘Sentiment has gotten very bullish’: BofA says bonds rival stocks in rare moment
The AI data center boom is beginning to run up against the limits of available power and grid connections / Photo: Matthew G. Eddy / Shutterstock
News·
Freedom Broker: AI power crunch could drag on chip stocks while buoying nuclear names
Among the current constituents of the Russell 2000, the stocks with the highest ROIC are trading at a discount of nearly 40%, Oninvest estimates / Photo: Shutterstock.com
Small Caps·
High-ROIC names are ~40% cheaper than other profitable RUT stocks. How to find them.
Citadel Securities called October the perfect time to buy stocks / Photo: VOJTa Herout / Shutterstock
News·
"Shocktober" is the perfect time to buy stocks, according to a Citadel strategist. Why?
Michael Burry temporarily replaced Lululemon shares in his portfolio with similar Deckers Outdoor shares / Photo: rblfmr / Shutterstock.com
News·
Burry bought Deckers instead of Lululemon, but wants to buy back his favorite stock in a month
Microsoft stock is up 9% year to date / Photo: JHVEPhoto / Shutterstock
News·
Melius upgrades MSFT as Microsoft seen as 'adults in charge' amid AI security fears
A Citi analyst thinks Harley-Davidson is gaining momentum after a multiyear slump / Photo: Facebook / Harley-Davidson
Small Caps·
Citi upgrades Harley-Davidson to 'buy', raises TP on 'intriguing' turnaround story
One of Adeia’s main focuses is technology for connecting and packaging chips / Photo: www.adeia.com
Small Caps·
Adeia licenses IP to clients like Disney and AMD. How AI chips could boost revenue.
In September, the cost of ocean container shipping under spot contracts from China to the U.S. East Coast returned to pre-COVID-19 pandemic levels. Photo: Venti Views / Unsplash.com
Review·
The Crisis in the Strait of Hormuz and Routes to China: How to Invest in a Changing Transportation Market
Morgan Stanley expects the stock price of former Bitcoin miner TeraWulf to rise 3.6-fold over the course of a year / Photo: X/TeraWulf
News·
Morgan Stanley has identified 12 stocks with growth potential of 40% or more amid an AI computing capacity shortage
JPMorgan wisely adjusted its position ahead of the summer stock sell-off and is now returning to a bullish outlook / Photo: Tang Yan Song/Shutterstock
News·
JPMorgan's "Bullish" Reversal: The Bank Is Once Again Betting on a Rise in the U.S. Market
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