To The Moon

Is Broadcom the Hero to pull the semiconductors back up? Broadcom, a major player in the semiconductor industry, has been making waves for years. Known for supplying chips to some of the world’s biggest tech companies, Broadcom has consistently impressed with strong earnings and solid growth. But recently, market expectations have been sky-high, leaving investors wondering: Can Broadcom keep delivering? Why Are Expectations So High? There are a couple of reasons the market has its eye on Broadcom right now: 1. **Key Partnerships**: Broadcom's chips are integral to products from companies like Apple and Google, which means they are tapped into the biggest names in tech. These relationships give Broadcom a stable revenue stream. 2. **5G & AI Growth**: The ongoing rollout of 5G networks a

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As I write this, gold is trading just under $2,500 an ounce after surging past the psychologically important level for the first time ever in mid-August. For seasoned gold mining investors, this should be a moment of validation. After all, the yellow metal has long been seen as the ultimate hedge against economic uncertainty. And yet, despite the bull run, gold stocks — those companies that mine, process and sell the metal — are trading at historically low valuations relative to the market. This apparent disconnect offers contrarian investors an extraordinary opportunity. Rising Yields and the Gold Selloff Explained But first, why is this happening? The primary culprit for this disparity, I believe, lies in the impact of interest rates and

$UtdHampshReitUSD(ODBU.SI)$ Basic Profile & Key Statistics Key Indicators Performance Highlight Gross revenue increased slightly YoY, driven by new leases, rental escalations, and income from the Academy Sports + Outdoors store at St. Lucie West, which began operations in November 2023. However, NPI decreased slightly due to higher property expenses. Combined with rising finance costs and management fees fully in cash, income available for distribution and DPU declined YoY. Divestment On 14 August, UHREIT finalized the sale of Lowe’s and Sam’s Club within Hudson Valley Plaza at a premium above purchase price and book value. Related Parties Shareholding Directors of the REIT manager hold a relatively high shareholding, while the sponsor and

The new month saw the stock market started sharply lower with the major US indices plunged to kick off a shortened trading week after Labor Day as the latest Purchasing Managers Index (PMI) data indicated a contraction in manufacturing activity in August. There was a brief plateauing around mid-day. Selling picked up again in the afternoon trade, leading the Dow Jones Industrial Average to settle more than 600 points lower. The Nasdaq Composite closed nearly 600 points lower, the S&P 500 declined more than 100 points, and the Russell 2000 shed 3.1%. Economic data gives investors concerns for worries as contraction seen in manufacturing. With August S&P Global US Manufacturing PMI - Final came in at 47.9 lower than the previous value of 48.0. August ISM Manufacturing Index was 47.2%