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Source: Seeking Alpha News Agency
1 month ago
General Medium Importance
Morgan Stanley Direct Lending: High Safety Margin Despite Non-Accrual Challenges

Morgan Stanley Direct Lending: High Safety Margin Despite Non-Accrual Challenges

Morgan Stanley Direct Lending Fund trades at a 21% discount to NAV, reflecting market concerns over dividend sustainability and asset quality. MSDL's portfolio shrank for the fourth consecutive quarter since Q2'25, with cost-based non-accruals rising to 2.9% and NII per share down 9.4% year-over-year. Dividend coverage remains fragile at ~101% after a recent cut, raising the risk of further reductions if negative trends persist.

Source: Seeking Alpha
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Source: Bloomberg Markets and Finance News Agency
1 month ago
General Medium Importance AI Analyzed
Bloomberg Previews Jackson Hole Symposium

Bloomberg Previews Jackson Hole Symposium

Bloomberg's Joe Weisenthal, Lisa Abramowicz, Tracy Alloway and Tom Keene preview the Jackson Hole Symposium as all eyes will be on Fed Chairman Kevin Marsh and his first annual symposium address. -------- More on Bloomberg Television and Markets Like this video?

Source: Bloomberg Markets and Finance
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Source: Seeking Alpha News Agency
1 month ago
General Medium Importance AI Analyzed
Energy Fuels: The Largest Combined Uranium And Rare Earth Company In North America

Energy Fuels: The Largest Combined Uranium And Rare Earth Company In North America

Energy Fuels, Inc. is the only North American company producing both uranium and separated rare earth elements (REEs), giving it a first-mover advantage in domestic REE processing. UUUU's White Mesa Mill's regulatory approvals and infrastructure for processing REE-rich monazite sands have enabled it to produce NdPr since April 2024, positioning it ahead of competitors. Despite Seeking Alpha's Quant 'Strong Sell' rating, I see UUUU's low debt, cash flow positivity, and unique regulatory position as compelling for long-term growth.

Source: Seeking Alpha
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Source: CNBC International TV News Agency
1 month ago
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JPMorgan's James Sullivan sees ‘significantly higher coupons' as debt supply surges

JPMorgan's James Sullivan sees ‘significantly higher coupons' as debt supply surges

JPMorgan's James Sullivan says surging government and corporate debt issuance will put upward pressure on bond yields as supply increasingly outpaces demand. He also argues that stablecoins could become a major source of Treasury demand and remain supportive of the US dollar, while warning that lofty AI-driven earnings expectations leave markets vulnerable if anticipated productivity gains fail to materialise.

Source: CNBC International TV
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Source: CNBC International TV News Agency
1 month ago
General Medium Importance
Trump administration is losing the affordability debate: Eurasia Group

Trump administration is losing the affordability debate: Eurasia Group

Robert Kahn of Eurasia Group discusses the U.S. Treasury Department's debt buyback plan, saying it is small relative to the overall market. He adds that U.S. Treasury Secretary Scott Bessent has limited tools to bring yields lower, potentially risking credibility.

Source: CNBC International TV
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Source: Seeking Alpha News Agency
1 month ago
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Canadian Commodity Plays Or American AI Stocks?

Canadian Commodity Plays Or American AI Stocks?

Canadian stocks are outperforming US equities - but can that momentum continue? Ryan Irvine, president and CEO of Keystone Financial, and Philip MacKellar, analyst, general manager, and investor at Contra the Heard Investment Newsletter, break down where they're finding value and where they see growing risks for investors.

Source: Seeking Alpha
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Source: Seeking Alpha News Agency
1 month ago
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Choosing Between Semis And SaaS, You May Not Need To

Choosing Between Semis And SaaS, You May Not Need To

Semiconductor and software correlations normalized after early-year panic, demonstrating that artificial intelligence expansion expands rather than eliminates enterprise software moats. Goldman Sachs projects global AI capital spending to exceed one trillion dollars in 2026, anchoring durable multi-year semiconductor demand ahead.

Source: Seeking Alpha
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Source: Seeking Alpha News Agency
1 month ago
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JPMorgan Chase: Getting Paid 6.4% While Waiting For Lower Interest Rates

JPMorgan Chase: Getting Paid 6.4% While Waiting For Lower Interest Rates

JPMorgan Chase delivered robust Q2 results, with net profit reaching $21.2B and EPS of $7.71, driven by strong non-interest revenue growth. JPM's preferred dividends remain well-covered, requiring just 2% of net income, providing a substantial buffer for income-focused investors. JPM.PR.M preferred shares offer a 6.39% yield and significant capital gain potential if called or if market yields decline modestly.

Source: Seeking Alpha
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Source: Bloomberg Markets and Finance News Agency
1 month ago
General Medium Importance
Bond Market Tests Limits of Treasury Intervention

Bond Market Tests Limits of Treasury Intervention

Joining Bloomberg This Weekend is Bloomberg Radio host of "Masters in Business" Barry Ritholtz and he tells hosts David Gura and Christina Ruffini that Treasury Secretary Scott Bessent's bond-market moves may provide short-term relief but cannot override persistent inflation, rising debt and the forces setting long-term yields. -------- More on Bloomberg Television and Markets Like this video?

Source: Bloomberg Markets and Finance
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