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Thrivent International Equity Fund: Q4 2025 Performance Analysis

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Chipotle's Future Outlook: Cautious Optimism Amidst Shifting Consumer Trends

Strive Masiyiwa
The title of this article is Chipotle's Future Outlook: Cautious Optimism Amidst Shifting Consumer Trends

Allspring Emerging Growth Fund's Q4 2025 Commentary: Performance Analysis and Future Outlook

Strive Masiyiwa
The title of this article is Allspring Emerging Growth Fund's Q4 2025 Commentary: Performance Analysis and Future Outlook

NNN REIT: A Detailed Analysis of Financial Stability and Dividend Strength

Lisa Jing
The title of this article is NNN REIT: A Detailed Analysis of Financial Stability and Dividend Strength

WeRide's Global Expansion and Stock Performance Amidst Market Scrutiny

Strive Masiyiwa
The title of this article is WeRide's Global Expansion and Stock Performance Amidst Market Scrutiny

Understanding Investment Strategies: When to Buy and When to Hold

Mariana Mazzucato
The title of this article is Understanding Investment Strategies: When to Buy and When to Hold

Homebuilder Stocks Surge on Potential 'Trump Homes' Initiative

Lisa Jing
The title of this article is Homebuilder Stocks Surge on Potential 'Trump Homes' Initiative

Navigating Unexpected Credit Limit Reductions: Causes, Impacts, and Protective Strategies

Lisa Jing
The title of this article is Navigating Unexpected Credit Limit Reductions: Causes, Impacts, and Protective Strategies

States Innovate to Reduce Property Tax Burdens Amid Rising Home Values

Michele Ferrero
The title of this article is States Innovate to Reduce Property Tax Burdens Amid Rising Home Values

Finance

Navigating the Bond Market's Signals: A Deep Dive into Interest Rates and Economic Outlook

Morgan Housel

Canada's Economic Crossroads: Navigating a Period of Stagnation

Lisa Jing

AMD CEO Lisa Su Remains Optimistic as Company Prepares for AI Chip Rollout

David Rubenstein

Aman's Amangati: The Future of Ultra-Luxury Ocean Travel

Mariana Mazzucato

Treasury Secretary Defends Tariff Policy Amid Congressional Scrutiny

Mariana Mazzucato

The Perilous Pursuit of High-Yield Investments for Retirees

Michele Ferrero

Information Services Group: Fairly Valued and Limited Growth

Information Services Group (III) appears to be appropriately valued, with its AI-powered technology advisory platform showing restricted expansion potential. The company's revenue and free cash flow have remained largely unchanged over the last decade, experiencing recent drops. High selling, general, and administrative (SG&A) expenses continue to impact its profitability.

Mariana Mazzucato

Quality Investment Strategies: The S&P 500 Quality Index Approach

The S&P 500 Quality Index, designed to identify fundamentally robust businesses, consistently outperforms the broader S&P 500. This index focuses on companies with strong profitability, superior earnings quality, and solid financial health, utilizing key metrics such as return on equity, balance sheet accruals, and financial leverage ratios. Its long-term success highlights the benefits of prioritizing intrinsic business strength over market size, demonstrating impressive absolute and risk-adjusted returns.

Nouriel Roubini

New Tax Deduction for U.S.-Assembled New Car Loans in 2025

A recently enacted tax provision, part of the 'One Big, Beautiful Bill,' will allow eligible taxpayers to deduct a portion of the interest paid on new car loans in 2025. This deduction, capped at $10,000, is applicable only to new vehicles assembled in the United States and aims to ease the financial burden of car ownership while promoting domestic manufacturing. Both itemizing and non-itemizing taxpayers, with income limits of $150,000 for individuals and $250,000 for joint filers, can benefit from this new incentive.

Morgan Housel

Adobe: A Strong Buy Opportunity Amidst Market Undervaluation

Adobe Inc. is currently rated as a Strong Buy, despite trading at its lowest valuation in five years. The company demonstrates robust growth, high profit margins, and maintains a dominant position in the Software as a Service (SaaS) market. With 96% recurring revenue and a 130% net dollar retention rate, Adobe exhibits strong revenue visibility and exceptional customer loyalty. Furthermore, its strategic integration of generative AI models and innovative monetization strategies through generative credits are poised to drive future growth. Accelerated share buybacks, expanding net margins, and resilient Annual Recurring Revenue (ARR) growth make Adobe an attractive investment with a favorable risk-reward profile.

Fareed Zakaria

Digital Turbine: Navigating Stormy Seas in Mobile Ad Tech

Digital Turbine, Inc. (APPS) faces significant challenges, including substantial debt, squeezed margins, and the ongoing impact of Apple's privacy policy changes on its mobile advertising model. Despite an improved revenue outlook for FY26 and better margins, the company's free cash flow struggles to cover an 11.68% interest rate on its $355 million debt. Valuation models suggest that even under optimistic assumptions, APPS offers only a reasonable value, with considerable downside if growth or margins falter. AI initiatives like DTiQ are nascent and demand significant investment, yet they are not currently strong enough to offset the company's competitive and financial hurdles.

Mariana Mazzucato

Wasatch Micro Cap Fund 2025: Navigating Market Volatility

The Wasatch Micro Cap Fund delivered a 4.83% positive return in 2025, yet underperformed its benchmark which saw a 21.84% return, influenced by the outperformance of lower-quality companies in the micro-cap growth sector. The Russell Microcap® Growth Index recorded a 2.14% gain in the quarter amid a volatile market, with healthcare, biotechnology, and pharmaceutical firms leading the contributions. The low-quality market rally in 2025 was exceptionally strong, marking one of the most robust in Wasatch's 50-year history.

Nouriel Roubini

Market Dynamics: Tech Stock Turbulence and the Rise of Defensive Sectors

Fareed Zakaria
The title of this article is Market Dynamics: Tech Stock Turbulence and the Rise of Defensive Sectors

Strategic Investment Insights: Q4 2025 Emerging Growth Fund Review

Strive Masiyiwa
The title of this article is Strategic Investment Insights: Q4 2025 Emerging Growth Fund Review

First Eagle Global Equity ETF Reports Strong Q4 2025 Performance

Mariana Mazzucato
The title of this article is First Eagle Global Equity ETF Reports Strong Q4 2025 Performance

Saba Capital Income & Opportunities Fund Underperforms Post-Rights Offering, Merger Prospects loom

Lisa Jing
The title of this article is Saba Capital Income & Opportunities Fund Underperforms Post-Rights Offering, Merger Prospects loom

Maximizing Returns: A Guide to Monthly Dividend Stocks and Funds for January

Michele Ferrero
The title of this article is Maximizing Returns: A Guide to Monthly Dividend Stocks and Funds for January

American Express: A Durable Investment for Long-Term Growth

Strive Masiyiwa
The title of this article is American Express: A Durable Investment for Long-Term Growth

HCI Group: Undervalued Opportunity in Insurance Sector

Morgan Housel
The title of this article is HCI Group: Undervalued Opportunity in Insurance Sector

Navigating Global Market Shifts: Geopolitics, Fed Policy, and Equity Outlook

David Rubenstein
The title of this article is Navigating Global Market Shifts: Geopolitics, Fed Policy, and Equity Outlook