Q4 FY2024 Earnings Review. We evaluate the business performance, Gen AI, valuation, and price technicals
Nvidia's latest price correction is more likely an opportunity than a real danger, so far.
We examine the "Moderately Loose" monetary policy stance, the "10 trillion RMB" local government debt swap, and China ETF price movements against the money supply.
We dissect Gold’s recent price action through the lenses of Global Liquidity, Seasonality, ETF flows, Central Bank buying, and Technical Analysis.
Nonfarm Payrolls data, FOMC path, Nonfarm Payrolls data, FOMC path, and market price analysis for SPY, QQQ, IWM, TLT, AAPL, TSLA, MSFT, AMZN, GOOGL, META, NVDA, CRM, ADBE, NFLX, SHOP, C, FANG, BTCUSD, ETHUSD, SOLUSD, COIN
A very well run BDC with attractive yields and low non-accruals.
A near 10% dividend yield with potential for price moving higher.
The price action and business fundamental are showing divergence
No Paywall. We weigh between global liquidity, seasonality, ETF flows, and price technicals.
We take a look at historical December trading patterns
There is a lot to like for Quarter-ending SEP 30, 2024
An in-depth holistic review of MAIN, HTGC, BXSL, ARCC, CSWC, FSK, GBDC, OBDC, GSBD, NMFC,TSLX, PSEC, OCSL
