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المصدر: Seeking Alpha وكالة أنباء
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Pressure-Testing Four MidCon Oil And Gas Producers

Pressure-Testing Four MidCon Oil And Gas Producers

Unit Corporation stands out as my preferred Mid-Continent producer, offering the most attractive risk/reward profile at current valuations. UNTC trades at the lowest EV/PV-10 among peers, holds significant cash, and is positioned for potential upside if production assets are sold. Presidio is highly leveraged but constrained by extensive hedging, while Mach offers diversification but faces MLP-related headwinds.

المصدر: Seeking Alpha
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المصدر: Seeking Alpha وكالة أنباء
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The Fed Can't Save Markets This Time

The Fed Can't Save Markets This Time

Bonds no longer provide reliable recession hedging; the 60/40 portfolio is obsolete in today's inflationary regime. Monetary stimulus is less effective; fiscal dominance and government intervention now drive inflation and bond yields higher.

المصدر: Seeking Alpha
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المصدر: WSJ وكالة أنباء
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Does ‘Less Is More' Work for ETFs?

Does ‘Less Is More' Work for ETFs?

A global bond rout coincided with another selloff in chip stocks, this year's hottest but most rate-sensitive sector. At Tuesday's close, the PHLX Semiconductor Index was nearing a bear market, down by 18% from its all-time high made back in June but still twice its level a year ago.

المصدر: WSJ
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المصدر: CNBC International TV وكالة أنباء
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China will challenge South Korea's memory dominance: UBP

China will challenge South Korea's memory dominance: UBP

Kieran Calder of UBP remains bullish on South Korea's memory stocks despite recent volatility, but says China's growing chip capabilities could put increasing competitive pressure on Samsung and SK Hynix.

المصدر: CNBC International TV
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المصدر: CNBC International TV وكالة أنباء
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Markets face a 'tug of war' between AI fundamentals and leverage: Allspring

Markets face a 'tug of war' between AI fundamentals and leverage: Allspring

Allspring Global Investments' Derrick Irwin says rising leverage and debt among Asian tech companies and US hyperscalers could potenially amplify the downside risks if bond yields rise and pressure mounts on the AI-driven capex boom.

المصدر: CNBC International TV
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المصدر: Seeking Alpha وكالة أنباء
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Dividend Stocks Are Facing Their Toughest Test In Years

Dividend Stocks Are Facing Their Toughest Test In Years

Surging long-term rates, driven by deficits and capital demand, are pressuring dividend stocks and altering income investing dynamics. VICI Properties exemplifies high-yield REITs now competing directly with government bonds, as its yield premium over Treasuries remains around 200 basis points.

المصدر: Seeking Alpha
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المصدر: Reuters وكالة أنباء
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U.S., Indian fuel exporters profiting from supply uncertainty during wars

U.S., Indian fuel exporters profiting from supply uncertainty during wars

Oil refiners in India and the U.S. are reaping a bonanza as wars in Iran and Ukraine have disrupted global fuel supplies, driven up prices, and left importers scrambling for barrels at the height of summer driving season in the Northern ​Hemisphere.

المصدر: Reuters
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المصدر: Seeking Alpha وكالة أنباء
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Sixth Street Specialty Lending: I Expect Another Dividend Cut

Sixth Street Specialty Lending: I Expect Another Dividend Cut

TSLX cut its dividend in May. But I expect another cut in the quarters to come. TSLX's NII barely covers its dividend, with only a $0.01 per share margin, signaling a risk of further cuts. Rising debt costs and a 70 bps spread drop pressure TSLX's NII, while stable NAV and strong diversification offer some support.

المصدر: Seeking Alpha
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المصدر: CNBC وكالة أنباء
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Weekly mortgage demand stalls along with interest rates, but rates are now moving higher again.

Weekly mortgage demand stalls along with interest rates, but rates are now moving higher again.

The average contract interest rate for 30-year fixed-rate mortgages with conforming loan balances, $832,750 or less, remained unchanged at 6.77% Applications to refinance a home loan rose 2% for the week and were 18% lower than the same week one year ago.

المصدر: CNBC
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المصدر: CNBC وكالة أنباء
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Dollar risks are mounting. Here's what could weaken the greenback

Dollar risks are mounting. Here's what could weaken the greenback

Strategists say yields driven by fiscal and inflation risk may not provide the same currency support as yields driven by stronger growth. Softer consumption, inflation and employment data have weakened the argument for maintaining bullish dollar positions.

المصدر: CNBC
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المصدر: Reuters وكالة أنباء
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Lundbeck sees no slowdown in key drugs despite cautious 2026 outlook, CEO says

Lundbeck sees no slowdown in key drugs despite cautious 2026 outlook, CEO says

H. Lundbeck sees no slowdown in demand for its two main growth drugs, its chief executive ​said on Wednesday, after the Danish drugmaker reiterated its full-year ‌outlook despite stronger-than-expected second-quarter sales.

المصدر: Reuters
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