Business spending dropped sharply in the second quarter. Blame the trade war. ...

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No matter what economists are saying regarding the state of the U.S. economy, I think the odds of a recession in the next year are increasing. Although experts currently have odds at less than 30%, I think oddsContributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do their own due dilig ...

By Lewis Krauskopf NEW YORK (Reuters) -Next week's U.S. jobs data may need to tread a fine line for Wall Street, revealing a cooling labor market that supports further interest rate cuts without fueling fears about a recession. While stocks have edged lower this week, U.S. equity indexes remain near record highs after a relentless rally that has put the benchmark S&P 500 on pace for its best third-quarter performance since 2020. Some investors say the market's ascent is making stocks vulnerable to any ...

Berkshire Hathaway has been selling stocks and accumulating cash, a clear sign that Warren Buffett is worried about elevated valuations.The S&P 500 (^GSPC -0.50%) crashed when President Trump announced sweeping tariffs in April. But the index has since rebounded 33% from its low and is currently on the verge of delivering a positive return for the fifth consecutive month.The economy has been more resilient than investors initially feared, and S&P 500 earnings were better than expected in the first and secon ...

AI基础设施投资 - 对冲基金经理David Einhorn警告AI基础设施支出可能造成大规模资本破坏 尽管技术本身具有变革性 [1] - 企业整体万亿级建设投入规模极端 包括苹果 Meta和OpenAI等公司 最终回报存在高度不确定性 [2] - 年度支出规模达5000亿美元或1万亿美元 投资回报结果存疑 [2] 企业具体投资计划 - OpenAI计划在"不远的未来"投入"数万亿美元"建设基础设施 [3] - Meta讨论投入数千亿美元建设数据中心 [3] - 苹果宣布未来四年在国内计划支出5000亿美元 [3] 投资回报与资本风险 - 极端投资金额难以理解 存在资本大规模破坏的合理可能性 [3] - AI长期重要性与短期融资经济性存在显著差异 [4] - 多数项目将建成 但投资者可能无法获得预期回报 [4] 宏观经济背景 - 就业增长疲软和生产力停滞显示经济衰退可能逼近 [5] - 市场机制根本性破裂 投资过程受到侵蚀 [5]

公司股价表现与目标 - 摩根士丹利分析师David Arcaro对Spire Inc设定76美元目标价 较当前79 20美元股价存在约-4 03%差距 [1] - 当前股价79 03美元 日内上涨0 24美元（0 30%） 日内波动区间78 47-79 21美元 [2] - 过去52周股价波动区间为61 56-79 81美元 显示较高波动性 [2] 公司基本面与市场地位 - 公司市值约46 6亿美元 属于公用事业板块 日交易量257,645股 [5] - 作为天然气供应商 业务覆盖居民、商业及工业能源服务领域 [1] - 在经济不确定性中展现韧性 公用事业板块被视为稳定性投资选择 [5][6] 行业投资环境 - 尽管联邦基金利率下调 投资者仍关注住房市场疲软及劳动力市场预警等衰退指标 [3] - 防御性板块如公用事业、必需消费品和医疗保健被视为抗衰退选择 [4][6] - 必需消费品板块代表企业Church & Dwight以稳定股息和多元化产品线著称 [4]

USD dollar banknote is torn with recession wording on red background for United of America risk of great economic depression crisis concept.gettyWorried about a recession? If so, this “slowdown-resistant” 4.3% dividend is for you.Unemployment just hit 4.3%, the highest since early 2021. Payrolls keep missing, and revisions keep knocking prior month numbers even lower. Employers are clearly pulling back.The jobless headlines suggest an incoming recession. Perhaps. A big driver is automation—white-collar work ...

Consumers will keep spending, AI and tech aren't in a bubble, and the stock market has room to run. ...

Phillips Edison & Company (NasdaqGS:PECO) Update / Briefing September 24, 2025 12:00 PM ET Company ParticipantsKimberly Green - SVP & Head - IRJeffrey Edison - Chairman & CEORobert Myers - PresidentJohn Caulfield - CFO, Executive VP & TreasurerOperatorGood day and welcome to Phillips Edison & Company's webcast for its financial advisors and investors. My name is Krista, and I will be your operator today. Please note that today's webcast is being recorded. I will now turn the webcast over to Kimberly Green, ...