Discover the latest strategic moves of Duquesne Family Office's $3.72B portfolio, including new stakes, increased investments, and notable disposals...
Continue ReadingFor Q4 2024, the Harding Loevner International Developed Markets Equity composite fell 8.4% (gross) behind the 7.4% decline of the MSCI World ex US Index. Click here to read more...
Continue ReadingDow Jones Falls But S&P 500 Eyes New High; Nvidia Rallies Near Buy Point...
Continue ReadingGrowth stocks are still doing quite well in 2025, without any help from the 'Magnificent Seven'...
Continue ReadingSelection and an overweight relative to the benchmark in industrials, ground transportation in particular, detracted from relative results. Read more here...
Continue ReadingDow Jones Futures Rise, Market Eyes Highs; New Tesla Model Y Deliveries Sped Up...
Continue ReadingHarding Loevner Global Equity ADR composite fell 1.12% (gross) in Q4 2024, compared with the 0.89% decline of the MSCI ACWI Index. Click here to read more...
Continue ReadingAmazon is increasing margins in shipping through layoffs and automation, which is lifting the overall earnings for the company. Read my analysis of AMZN stock...
Continue ReadingFor Q4 2024, Harding Loevner International Equity ADR composite fell 7.9%, gross, behind the 7.5% decline of the MSCI ACWI ex US Index. Click here to read more...
Continue ReadingBuffett Isn’t Buying the Stock Rally. Why Trump, Russia, Fed Could Be Key...
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