Mark Mahaney described tech stocks as dislocated high-quality companies, emphasizing that they present opportunities as narratives shift, particularly around Amazon's AI capabilities.
At 7:46 a.m. Monday, Doornbos had posted on X that Iranian officials were still considering a U.S. proposal to end the war, 'centering around uranium enrichment.'
The Invesco DB Commodity Index Tracking Fund (NYSEARCA:DBC) is up 42% over the past year, and nearly 29% year-to-date. These gains reflect a war that has scrambled global commodity supply chains from crude oil to wheat to fertilizer.
Escalating geopolitical risk continued to dominate global markets' concerns, with safe-haven demand keeping the dollar index anchored near a multi-week high.
Gabelli Healthcare & WellnessRx Trust has maintained quarterly payments for over 14 consecutive years with no missed or skipped dividends, recently raising its distribution to $0.17 per share.
"That's a dangerous thing," he said Thursday during an interview with Bloomberg TV, describing a scenario where demand and prices for Treasuries fall as foreign interest in the market declines.
In my view, interest rates are more likely than not going to head lower over the course of 2026 and into 2027. I'm not saying we're due for a pandemic-like selloff, but I do think that weakness in the labor market is likely more protracted than the government data suggest. As such, I do think the makeup of the Federal Reserve, and which way many of its presidents and voting members lean (toward providing support for the labor market over battling inflation) could lead to much faster rate cuts than many think.
Capital Southwest is an internally managed BDC that provides loans to lower-middle-market companies and earns interest on those loans. It borrows at lower rates, lends at higher rates, and passes the spread through to shareholders as income.
