Morgan Stanley's Mike Wilson highlights that traditional 60/40 portfolios struggled in 2022 as both stocks and bonds fell, prompting investors to seek alternative hedges like gold and Bitcoin. Gold has been in a 25-year bull market and is favored as a defensive asset against inflation and market volatility, despite recent challenges from Federal Reserve policies and geopolitical tensions. Commodity rotations in 2026, including metals and energy stocks, reflect investors' search for non-stock, commodity-like assets to diversify risks. Morgan Stanley remains bullish on gold's long-term outlook but notes its sensitivity to interest rates and ETF demand as key factors for future price movements.
Bitcoin paused around $64,000 after a rally from $62,600, slipping 0.6% amid a broader market pullback driven by rising U.S. Treasury yields and oil prices, which rose to $94 per barrel after a U.S.-Iran ceasefire expired. The Federal Reserve's July ...
Jim Cramer highlighted the booming memory and storage sector, specifically predicting Micron Technology's stock could double again, provided there is no slowdown in AI data center demand. He argues this cycle is different due to strong long-term cust...
YPF Sociedad Anónima reported record EBITDA and quarterly revenues of $6.57 billion in Q2 2026, surpassing market expectations. The company generated over $1 billion in free cash flow (excluding M&A), leading to a cash position of about $2.5 billion ...
New Mountain Finance reduced its dividend by 22% to $0.25 per share in Q2 due to a 24% portfolio contraction and lower net investment income. Despite this cut, dividend coverage improved to 104%, easing concerns about payout sustainability. The stock...
Sea-Doo introduces its 2027 personal watercraft lineup featuring the new Rotax 1630 ACE 350 hp engine, the most powerful from the factory. The limited edition Sea-Doo RXP-X Senna 350 honors racing legend Ayrton Senna. The Spark family expands with th...
