DNY59 Fixed income market views from BlackRock Systematic Rising rates in the second half of the year have brought year-to-date returns for the US Aggregate (AGG) benchmark index negative. Anticipated rate cuts by the US […]

Robert Way Back in May, I wrote that while PDD Holdings (NASDAQ:PDD) looked attractively valued, I thought there was too much controversy around the name. With the shares up over 50% since then, let’s catch […]

zoom-zoom The fair value for S&P 500 (SP500) is around 2800, which is 35% below the current level of 4300. There are three specific fundamental reasons that justify this forecast: 1) S&P 500 is overvalued […]