Top 10 granitefirm.com Wettbewerber

bondvigilantes.com

Good Friday. 7:30 – Woke up to my phone beeping at me: a text from Evri telling me that the cat food delivery would arrive later that morning. Delivery businesses like Evri that serve the domestic UK market should only be marginally impacted by Trump tariffs. Hence, when its 8.125% 2031 bonds were down 3 points in early April, it was a good opportunity to pick up exposure…

cutthecrapinvesting.com

Low fee investing in Canada, from ETFs to sensible stock portfolios.

asymmetric-investing.beehiiv.com

OpenAI will collapse, stablecoins have their day, and more!

globalequitybriefing.com

Smarter Investing Starts Today with Global Equity Briefing. Click to read Global Equity Briefing, by Ray Myers, a Substack publication with thousands of subscribers.

icapital.biz

icapital.biz is a weekly independent investment advisory that provides unbiased, timely in-house research and analysis on the global stock market.

owenanalytics.com.au

This instalment delves deeper into pricing and valuations for the 20 largest share markets in the world. It goes behind initial pricing metrics like p/e ratios, dividend yields, and price-to-book ratios, to look at underlying corporate profitability. The US market appears on the surface to be more expensive than other countries (higher p/e, lower div. yields, higher price/book, etc), but US companies are the most profitable in the world, which justifies higher pricing. However, US company profitability is currently running at very high – and probably unsustainable - levels, similar to the 1990s ‘dot-com’ boom which collapsed in the ‘tech-wreck’ crash & US/global recession. Company profitability has been much lower in Australia than in the US for many decades (aside from one brief period). Why?

meelion.com

Invista na Allu Invest pela Meelion e obtenha rentabilidade exclusiva de até 22% ao ano + 0,25% adicional (total 1% em 4 anos). CCBs pré-fixados lastreados em iPhones e eletrônicos.