I recently published an article on whether periodically selling the S&P500 ( SPY ) for income is better than simply buying the Goldman Sachs S&P 500 Premium Income ETF ( GPIX ). After all, theMy approach is long-term and I focus on investing in macro ideas through low risk ETFs and CEFs. I have traded stocks and currencies for nearly ten years and currently run a family fund with my partner and fellow SA contributor Andrew McElroy. I also invest in real estate and am a freelance writer and contributor to Ma ...

This is just one of those things. When presented with a complex machine, we need to grasp how the internals work. For those, internals are going to be what produces theTim Worstall is a wholesaler of rare earth metals and one of the global experts in the metal scandium. He is also a Fellow at the Adam Smith Inst in London and an writer for a number of media outlets, including The Times (London), Telegraph, The Register and even, very occasionally indeed, for the WSJ. This account is linked with that of Moha ...

Richard Drury/DigitalVision via Getty Images Third Quarter, 2025 The Fund (Class I Shares) underperformed the benchmark, the MSCI World ex USA Index, for the quarter, but outperformed the benchmark since inception. At the sector level, consumer discretionary and materials were the largest contributors to performance, while industrials and communication services were the largest detractors from performance. Geographically, the top three region allocations are 68.4% in Europe ex U.K., 11.5% in the U.K. a ...

分析师背景与研究方法 - 分析服务专注于在油气领域寻找被低估的公司，例如Topaz Energy [1] - 研究方法包括全面分析公司的资产负债表、竞争地位和发展前景 [1] - 分析师具备多年行业经验，拥有CPA、MBA和MA资质，认为油气行业是周期性行业，需要耐心 [2] 服务内容与获取方式 - 付费会员可优先获得分析报告，并接触到免费网站未发布的部分公司分析 [1] - 提供为期两周的免费试用服务 [1]

PresentationHello, and good afternoon, ladies and gentlemen. Welcome to today's Virtual Non-Deal Roadshow. My name is Julia Perron, a virtual event moderator here at Renmark Financial Communications. On behalf of our team, we'd like to thank everyone in San Francisco and surrounding areas for joining us today for the presentation of Gevo, Inc., trading on the NASDAQ under the ticker symbol GEVO. Presenting today is Eric Frey, Vice President of Finance and Strategy. And with that, I will hand it over to Eric ...

公司介绍 - 公司为Carvana Co (NYSE: CVNA) [1] - 公司业务模式具有颠覆性，通过大型自动售货机提供二手车提取服务 [1]

投资策略 - 密切关注封闭式基金以寻找由市场价格偏差产生的方向性和套利机会 [1] - 时机选择在此类交易中至关重要 [1] - 服务内容包括频繁挑选定价错误的优先股和婴儿债券 每周回顾1200多只股票 IPO预览 对冲策略以及积极管理的投资组合 [2] 资产类别观点 - 认为BDC债券远优于BDC股票 [2]

投资心理与时机 - 普通投资者获取股票信息时往往已处于股价被过度买入的阶段 可能导致买入即被套牢 [1] - 当大众普遍看好某只股票时 投资者容易在股价接近或处于历史高点时买入 随后股价可能立即下跌20% [1] 分析方法论 - 分析师结合技术分析和市场心理来捕捉市场叙事 以获取超额回报 [2] - 采用名为“现金管理纪律”的交易风格 以对冲当前市场环境中的波动性 [2] - “关键反转”一词在技术分析中具有非常严谨的定义 需严格区分其应用 [1] 分析师背景 - 分析师David H Lerner拥有十年经验 其专业背景为软件咨询和科技行业 用于识别市场趋势 [2] - David H Lerner领导Group Mind Investing投资团体 提供可操作的交易和投资观点 内容包括长短线摆动交易提示、每日宏观分析、每周文章和社区互动聊天 [1]

Portfolio Managers (Year joined Harris | Oakmark) David G. Herro, CFA (1992) Tony Coniaris, CFA (1999) Eric Liu, CFA (2009) M. Colin Hudson, CFA (2005) John A. Sitarz, CFA, CPA (2013) Expense ratios are as of the Fund's most recent prospectus dated January 28, 2025, as amended and restated January 30, 2025, March 14, 2025 and May 19, 2025; actual expenses may vary. Returns for periods less than one year are not annualized. Since inception returns for the indexes are calculated based on the Investor Cla ...

NiSource (NYSE: NI ) comprises five Columbia Midwestern and mid-Atlantic gas local distribution utility companies (LDCs) and one gas and electric utility, NIPSCO. Due to a stock price run-up that has benefited all utilities that might supply artificial intelligence (AI) data centers, theLaura Starks is the founder and CEO of Starks Energy Economics, LLC (since 2007). She has a degree in chemical engineering and an MBA with a concentration in finance which she has used for many years to invest personally and ...