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The S&P 500 is soaring in 2024, led by blockbuster returns in some of the world's most valuable stocks...
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The Department of Justice suggestion comes after a judge ruled earlier this year the company has run a monopoly...
Continue ReadingGlobal equities ended the third quarter of 2024 collectively higher as they recovered from bouts of heightened volatility. Click here to read the full commentary...
Continue ReadingGoogle must sell its Chrome internet browser after a federal court ruled earlier this year that the company maintained an illegal monopoly over internet searches, the DOJ argued...
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The companies are depending on nuclear energy to power their massive AI operations...
Continue ReadingWe remain focused on risks in specific sectors, including the earnings outlook for consumer discretionary holdings where consumer data and company commentary have been mixed...
Continue ReadingThe fundâs investment goal is to maximize total return by emphasizing high current income and long-term capital appreciation, consistent with reasonable risk...
Continue ReadingGlobal equities ended 3Q24 collectively higher as they recovered from bouts of heightened volatility, including a market selloff in early August following an interest rate hike by the BoJ...
Continue ReadingThe proposals are wide-ranging, including barring Google from re-entering the browser market for five years and insisting Google sell its Android mobile operating system if other remedies fail to restore competition. Google must promptly and fully divest its Chrome browser to a buyer approved by the U.S. government...
Continue ReadingEarly in the quarter, we initiated a new position in Haivision. Click here for our investment thesis on HAIVF stock...
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