August's core PCE print just came in at 3.0% year-over-year, completely undercutting the 3.3% consensus estimate and shifting the entire macroeconomic landscape for equities. Because this is the exact metric the Fed benchmarks for its 2% target, a 0.2% month-over-month …
The 30-year touched 5.62% this week, the highest since 2002, and closed Tuesday at 5.59%. Forward earnings yield (1 / forward P/E) for the 10 biggest US companies: \- Micron 13.9% \- Nvidia 5.3% \- Broadcom 4.9% \- Meta 4.4% …
These daily discussions run from Monday to Friday including during our themed posts. Some helpful links: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on individual stocks * [Bloomberg market news](https://www.bloomberg.com/markets) * [StreetInsider](https://www.streetinsider.com) news * [Market Check](https://www.streetinsider.com/Market+Check) \- Possibly why …
Sorry if my question is silly but genuinely why wouldn’t rich people in the US become citizens in cities like SG and HK for tax purposes if these cities have 0% capital gains tax. I recently learned that if I …
Okay. So I've been active in monitoring the stock market and learning about investing on and off for about the past 6 years. But while I was pondering, I got stuck on the actual benefit of being a shareholder in …
The Federal Reserve's favorite inflation gauge drops tomorrow morning at 8:30 AM ET, and the options market is already pricing in a massive volatility spike. Wall Street consensus is locked at a stubborn 3.7% year-over-year baseline, a punishingly sticky number …
I always see “value investors” talk about some declining company is “undervalued” and “will go up in the long run” because it’s a big company and the P/E ratio is low (McDonald’s, Nike, Netflix, etc.) like they’ve uncovered some hidden …
Anthropic's leaked IPO filing shows $4.6B of 2025 revenue, a $42B net loss, Q2 2026 revenue of $11.5B, $518B of planned computing spend, and a target valuation near $2T. Anthropic is literally projecting a **-3.9:1 evaluation to profit ratio** and …
I spent some time looking into Barclays credit research and UBS initiation files on CoreWeave (CRWV). Beyond the headline capacity expansions, the debt mechanics and hardware depreciation profile look structurally fragile. A few balance sheet data points worth tracking: 1. …
TransUnion’s decision to extend the mortgage pricing for VantageScore 4.0 through the end of 2028 marks a strategic effort to bolster competition against FICO’s entrenched position in the mortgage credit scoring arena. VantageScore 4.0 will continue to be priced at …