Author: Jordan

Party time for stock markets cannot last for ever Financial Times Source link

Earlier this month, Silgan Holdings Inc. announced that its Board of Directors declared a quarterly cash dividend of US$0.21 per share, payable on June 15, 2026 to shareholders of record on June 1, 2026. This dividend affirmation comes as Silgan balances modest long-term growth and thin margins with shareholder returns, highlighting the tension between cash payouts and reinvestment capacity. We’ll now examine how this dividend decision, alongside easing oil prices that may lower input costs, could shape Silgan’s investment narrative. The latest GPUs need a type of rare earth metal called Neodymium and there are only 27 companies in the…

Key Takeaways:It’s time to harvest profits from the growth category and reinvest into value.The significant undervaluation in the technology sector has narrowed.The US stock market is trading at a 5% discount to the composite of our valuations.Dislocation across styles and sectors has normalized since March 30.Barbell Portfolio Reallocation UpdateOn the March 30 episode of The Morning Filter, we recommended increasing allocations into the growth category (specifically into technology and artificial intelligence stocks) by harvesting profits from the value category (specifically energy stocks). Since then, growth and technology stocks have rallied significantly while value has only gained modestly. As long-term investors,…

The kids aren’t alright – at least, not financially speaking.Home ownership, a symbol of financial security, is out of reach for many members of Gen Z (people born between 1997 and 2012), and those who do own homes have the lowest household incomes of any generation, according to the National Association of Realtors. The youth unemployment rate in the United States is at 10.8%, compared to 4.3% of the general population, according to the World Economic Forum.Rising prices, falling wage growth and a low-hire, low-fire job market are hurting many Americans, a CNBC report shows. But the youngest participants in…

Stock investors are high on hope and low on cash Financial Times Source link

The market has sent Chewy (NYSE: CHWY) to the doghouse. The stock is down more than 40% year to date, and now trades below its 2019 IPO price. Yet, Chewy continues to report steady growth in active customers, spending per customer, and free cash flow, supported by a subscription model that now accounts for the majority of sales. Will AI create the world’s first trillionaire? Our team just released a report on a little-known company, called an “Indispensable Monopoly,” providing the critical technology Nvidia and Intel both need. Continue » The decline reflects ongoing pressure on discretionary pet spending, intense…

Howard Marks often reminds investors that success comes not from clairvoyance but from discipline, psychology, and price. During a Pepperdine fireside chat, he reiterated that “it’s not what you buy, it’s what you pay.” This distinction has shaped his half-century career and continues to apply even as financial markets oscillate between exuberance and fear. Marks learned early that valuation matters. Recalling the Nifty Fifty era, he noted that “if you held them loyally and faithfully and diligently within five years, you lost 95% of your money.” The companies were celebrated, but, as he frames it, “good investing is…

The Great Australian dream of home ownership is already slipping away for many young Aussies. And many are worried that things are only going to get worse for their own kids. New mum Sarah Rugg would “absolutely love” to have a place to call her own. But the 36-year-old told Yahoo Finance it’s not something she and her partner can realistically afford to do in Sydney. The couple’s daughter, Maggie, is just five months old, but Rugg is already worried about her financial future and whether she’ll be able to get onto the property ladder herself when she grows up.…

Investing.com — The global bond market has been in the spotlight over the last two weeks amid a protracted selloff in government debt, leading to a significant rise in yields, as traders fret over the inflationary shock emerging from surging sparked by the Middle East conflict. Market participants across the world over the last two weeks have bumped up their expectations of interest rate hikes by central banks in order to combat the boost to inflation from spiking oil prices. Concerns over the long-term economic effects of the biggest oil supply disruption in history caused by the shuttering of the…

WHAT:      Thematic Knowledge Event 1 (Panel 2) WHEN:     Wed 27 May 2026 · 17:15–18:00 (45 min) WHERE:  Kintele International Conference Center, Brazzaville   Fragmented global markets, tight financial conditions, and shifting geopolitical alliances have underscored the importance of robust, resilient, and inclusive domestic financial systems. For Africa to mobilize capital at scale and assert greater control over its development trajectory, it must strengthen and consolidate its financial institutions, markets, and regulatory frameworks, while deepening regional financial integration and innovation. In this key knowledge session of the African Development Bank’s 2026 Annual meetings, heads of financial institutions, financial supervisory…