Author: ErtgminM00n77
-
Coca-Cola FEMSA: Buy Growth At A Reasonable Price (NYSE:KOF)
Hector Vivas Coca-Cola FEMSA (NYSE:KOF) is the largest bottler of Coca-Cola beverages in the world in terms of volume. KOF represents a rare mix of quality, growth, and an attractive valuation. The stock is currently rated as Buy by Seeking Alpha analysts, Wall Street analysts, and Seeking Alpha quant ratings. Additionally, KOF enjoys strong quant…
-
Private credit isn’t as risky as some may believe
As ever in finance, some are exploring innovations that could undermine these good characteristics. The rapid rise of funds that make loans directly to buyout deals and other highly indebted companies — known as private credit — is among the hottest topics in finance. The sector has minted fresh billionaires, while being called a bubble by traditional financiers like UBS…
-
Your College Football Team Went Undefeated? Sorry, That’s Not Good Enough.
The metaphorical white puffs of smoke sent up by the College Football Playoff selection committee on Sunday signaled that the panel had chosen the four teams that would vie for this season’s championship — and that Florida State, unbeaten champions of the Atlantic Coast Conference, was not among them. This caused smoke of a different…
-
Robust GDP growth brightens India’s chances to surpass Germany by 2026
Although all sectors have contributed to the growth of GDP this quarter, the largest share of growth in value addition was from manufacturing. Data released by the Ministry of Statistics and Programme Implementation show India’s GDP at constant prices, grew at the rate of 7.6 percent annually, during the second quarter of the year 2023-24,…
-
India’s most optimistic economist just got even more bullish
India’s GDP grew at a faster-than-expected 7.6 percent in the second quarter of 2023-24. India’s second-quarter GDP data, released on November 30, left one and all awestruck with a 7.6 percent growth rate, well above the consensus forecast of 6.8 percent and down slightly from 7.8 percent recorded in the April-June period. While most economists promptly…
-
S&P 500: Bullish, Unless – Week Starting 4th December (Technical Analysis) (SP500)
cemagraphics Holiday season is underway and the S&P 500 (SPY) is approaching the 2023 high after the fourth best November performance ever. Meanwhile, the 10Y yield has broken back below the significant level of 4.32% (the 2022 high) and markets have discounted around 100bps of Fed cuts next year. Goldman Sachs pointed out “the month…
-
Ares Capital: Put New Money To Work (NASDAQ:ARCC)
Makhbubakhon Ismatova With tech stocks like Salesforce (CRM) and Apple (AAPL) back in full-swing again, hitting their 52-week highs, there’s plenty of new capital to be had should one wish to cash out of their positions. While unrealized capital gains are nice to see on paper, paper gains alone are not a tangible early retirement…
-
A Massive Data Dump May Lead To A Steeper Yield Curve And Then The Real Fun Begins
Jr Korpa/iStock via Getty Images A very busy week lies ahead for the market, especially following a weak ISM manufacturing report, which showed that stagflation may be becoming entrenched, as the continuing claims show that the unemployment rate may be on the rise. If this week’s data disappoints, it will likely lead to further yield…
-
BND And AGG: Records Broken, A Head-To-Head Comparison, And 2024 Predictions
Maximusnd November 2023 was the best month for bonds since 1985! But let’s zoom out a bit. The bond market has had a rough past few years. 2022 was the worst year for bonds in the past 250 years. 2023 hasn’t been great, but November was an exception. Was November’s record-breaking performance the turning point…
-
HOF plans to speak with Dawson about Cubs hat request
The National Baseball Hall of Fame is planning to evaluate Andre Dawson’s request to change the cap on his Cooperstown plaque from the Montreal Expos to the Chicago Cubs. Dawson has long believed that Wrigley Field and the bright spotlight around the Cubs helped energize and extend his legendary career. That initial choice of the…