Author: Charlotte

Mon, July 6, 2026 at 3:59 PM UTCUBS managing director and senior portfolio manager Jason Katz, outlines a ‘Goldilocks’ scenario for the market, citing robust employment data and subdued energy costs as key drivers. He explains how corporate earnings, boosted by advancements in artificial intelligence, are propelling stock valuations. Katz advises investors to consider rotating into financials due to their attractive valuations and strong net interest margins. Source link

Investment Case SummaryRock chip results of 941 g/t silver and 44.4 g/t gold extend Keystone mineralisation well beyond the historic mine.Newly discovered peripheral stringer veins widen the mineralised envelope and change the shape of the drill target.September 2026 drilling is now the single catalyst that will confirm or break the district-scale thesis.Peripheral stringer veins and a 44.4 g/t gold hit reshape the September drill target Rock chip sampling rarely rewrites an investment case on its own, but the numbers out of Nevada this morning from Western Ridge Resources (ASX:WRX) are the kind that force a second look. Silver assays of…

CHICAGO (WLS) — President Donald Trump is promoting a new savings program for children called Trump Accounts, which became available July 4 and offers government-funded seed money for some eligible participants.The tax-deferred accounts are invested in low-cost index funds and are available to people under 18. Trump highlighted the program during the New York Stock Exchange opening bell, which was conducted from the White House.ABC7 Chicago is now streaming 24/7. Click here to watchFinancial advisors, however, say families should carefully consider whether the accounts align with their long-term goals.”It does become the child’s property when they turn 18, so you…

A single mum was left shocked by the generosity of strangers when she bought her first home. A young mum was left “absolutely shocked” after receiving the keys to her first home in Adelaide. In the ultimate act of kindness, the inner-east property’s sellers gifted the 25-year-old single mum and first-time buyer a lot of their furniture and $10,000. The life-changing generosity comes 18 months after the young mum, who wished to remain anonymous, escaped a domestic violence relationship with her then four-and-a-half-month-old daughter. She locked away just $5000, the only money she had, and wasted no time building it…

Mubadala Capital announced the completion of the transfer of Mubadala Investment Company’s credit business into its platform. Under a long-term management agreement, Mubadala Capital will now manage Mubadala’s existing $25 billion credit portfolio. The transfer opens the credit platform to third-party capital investors for the first time. Mubadala is also committing $4.65 billion in incremental capital to support the continued growth of the business. The integration marks another step in Mubadala Capital’s evolution from a single-product private equity platform into a diversified global alternative asset manager. The firm now operates across institutions, insurance, and private wealth. Mubadala Capital launched its…

SK Telecom announced that it will pursue the construction of an AI data center with a scale of up to 15GW. The goal is to become an AI infrastructure hub in Asia. The move is intended to preemptively build domestic AI computing infrastructure at a time when demand for AI model training and inference is surging and high-performance computing infrastructure determines national competitiveness. SKT is pursuing the project by linking it with the government’s “AI G3” strategy — the goal of becoming one of the world’s three leading AI powers alongside the U.S.…

Key PointsJamie Dimon argues that yield-paying stablecoins will create a “shadow banking” crisis.Dimon and the banking lobby will continue to fight the CLARITY Act’s stablecoin rules.The House of Representatives passed the Digital Asset Market Clarity (CLARITY) Act last July, which establishes a clearer federal framework for digital assets. However, the CLARITY Act remains in limbo in the Senate due to one major roadblock: how to handle stablecoins that pay interest-like rewards. Traditional banks want to ban stablecoin yields to protect their deposits. In contrast, crypto exchanges like Coinbase(NASDAQ: COIN) — which earn revenue by taking a cut of the interest…

If you would like to schedule an appointment with our guest speaker please fill out the PEPES Google form !*Aurélie OUSS is the Janice and Julian Bers Assistant Professor in the Department of Criminology at the University of Pennsylvania (UPenn). She is also a Faculty Research Fellow at the National Bureau of Economic Research (NBER) and an Affiliate at the Abdul Latif Jameel Poverty Action Lab (J-PAL). Prior to joining UPenn, she was a Post-doctoral Fellow at the University of Chicago Crime Lab, working with Jens Ludwig. Her research examines how good design of criminal justice institutions and policies can make…

Avantor (AVTR) is back in focus after several hedge funds increased their holdings, just weeks before the company reports its second quarter 2026 earnings and hosts an investor call on July 29. See our latest analysis for Avantor. The recent hedge fund activity comes as Avantor’s share price has picked up in the near term, with a 30 day share price return of 13.21% and a 90 day gain of 29.62%. However, the stock is still down year to date, and longer term total shareholder returns over 1, 3 and 5 years remain sharply negative. This suggests that current momentum…

The UK government is exploring ways of accelerating trade digitalisation after an extensive research effort, with recommendations including making digital processes mandatory, establishing a central identity registry and ensuring trade agreements facilitate a move away from paper.  In a series of papers published today, the Department for Business and Trade (DBT) said its research demonstrates that digitalising processes, financing and documents can reduce cost, time spent and manual errors for companies trading across borders. But in practice, it found adoption remains low – particularly among SMEs – and firms face a range of difficulties including patchy customs acceptance, platform interoperability and identity infrastructure.  The government said its findings “will help… shape its approach to building SME capability in trade digitalisation, working…