Tracking Seth Klarman’s Baupost Group Holdings – Q2 2021 Update
Seth Klarman’s 13F portfolio value decreased from $12.56B to $12.33B this quarter. Baupost Group increased Micron Technology…
Stock Analysis
G1 Therapeutics: Pullback Presents Opportunity
GTHX is down considerably from its February highs. Recently approved Cosela is starting out well.
S&P 500 Hits Record Highs Despite Weaker Data, Chinese Retail Sales in Focus
Wall Street stocks advanced on Friday despite a plunge in US consumer sentiment, according to the University of Michigan. Asia-Pacific…
Stock Analysis
US stocks investors get protection of up to Rs 3.7 crore against wrongdoing: Viraj Nanda, Globalise
“Globalise is a platform that provides Indian investors access to the US markets. We have tied up with a US-based brokerage account.”…
MF portfolio doctor: Gupta shouldn’t stop SIPs due to stock market correction fears
Gupta should reduce risk when goal is near so that you don’t miss the target. He should review mutual fund portfolio at least…
Stock Commentary: Bigger dividends await AREIT investors
Using AREIT’s current share price, the annualized Q2 dividend gives AREIT an estimated yield of 4.76%
RYLD: A Huge Monthly Yield With Decent Upside Potential
RYLD’s 11.5% yield plus some upside should produce outsized returns in sideways and volatile markets.
Securities tax mop-up at 70% of Budget target amid market rally
The STT is a direct tax payable on the value of taxable securities transactions done through a stock exchange
QQQ Is Completely Exhausted And Overvalued
Beware the seasonally weak late summer to autumn period for U.S. stocks.
Stock Analysis
At the Edge of Chaos: It’s a Supply Squeeze – Not Necessarily a Bubble
“The edge of chaos is a transition space between order and disorder that is hypothesized to exist within a wide variety of systems….