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Wall Street Breakfast Podcast: Earnings Season Kicks Off

Bank Q2 earnings set to kick off with the bar set low as rates stay high. Hollywood actors go on strike. Judge denies FTC request to temporarily block Activision sale to Microsoft...

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Nicholas Ward’s Dividend Growth Portfolio: June 2023 Review

The significant dividend growth is attributed to rapid rise in interest rates over past 12-18 months, with cash position now yielding nearly 5%. Read more here...

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My Dividend Growth Portfolio – Q2 2023 Summary

In 2015, I started publishing updates regarding my dividend growth portfolio, and I keep doing so every quarter. Read here for a summary of Q2 of 2023...

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Old West Investment Management Q2 2023 Investor Letter

Old West portfolios clearly underperformed the major indexes in the second quarter. Click here to read the full fund letter...

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The Top 10 Positions Of My Personal Investment Portfolio And Their Allocation

In this article, I will present you with the 10 largest positions of my personal investment portfolio. Read more here...

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Dow Jones Futures Fall: Stocks Run With Big Earnings, Nasdaq 100 Rebalance Due

The market rally kept running with JPMorgan leading big earnings Friday. Nasdaq 100 special rebalance news also is on tap...

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The 2023 Unhedged stock draft

This is an audio transcript of the Unhedged podcast episode: ‘The 2023 Unhedged stock draft’Ethan WuThey are sexy. They are salubrious. They are magnificent. They are these seven tech stocks propping up the S&P 500...

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3 Stocks to Buy for Artificial Intelligence (AI) Exposure

While artificial intelligence (AI) is still in its early phases, the long-term potential has investors ecstatic, seeing a massive opportunity to reap some gains. And for those seeking exposure, these three stocks stand to benefit...

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Heartland Value Fund Q2 2023 Portfolio Manager Commentary

In the quarter risk-taking, led by a frenzy in AI-related stocks, took over the equity market. Most of this year’s gains have been driven by a handful of giant tech stocks...

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Hollywood actors strike could be a ‘near-term benefit’ for streamers: Analyst

SAG-AFTRA, the union that represents film and television actors, is officially going on strike. They'll be joining Hollywood writers, who went on strike in May. Oppenheimer Head of Internet Research Jason Helfstein tells Yahoo Finance Live why, despite the disruption, the strikes are "probably a near-term tailwind" for Netflix and other streamers...

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