Yet, beneath the surface, there are glimmers of resilience. Lululemon, for all its pretensions, remains a global brand with a fanbase as loyal as it is expensive. Target, despite its stumbles, has begun to flex its digital muscles, and its advertising division seems to be gaining traction. One might argue that both companies are not merely surviving but adapting-with a certain flair, one hopes.
Paradiem’s new position, constituting 3.76% of its reportable U.S. equity assets under management, now ranks among its top five. The fund’s holdings read like an inventory from a forgotten archive:
And yet, there’s an odd glimmer of hope if you look hard enough. Invitation Homes (INVH)-an unsexy, sleep-inducing name in the realm of Real Estate Investment Trusts (REITs)-has taken a hard hit. Over 16% down in the last year. And almost 20% off its peak. It’s enough to make you wonder if it’s some kind of cruel joke, but damn it, that yield has been pumped up to a juicy 4.1%. That’s the stuff that gets me moving. That, combined with its rock-solid growth trajectory, was the kind of poison I had to take-especially when I saw it sitting there like a cold beer at the end of a 14-hour flight.
Now, let me tell you, the pandemic was a wild card that turned the world on its head. In those feverish months, Etsy’s fortunes soared as in-person retail went to sleep, and online shopping became the new religion. Revenue took off like a rocket, and investors, ever the optimists, hailed it as the next big thing. But here’s the kicker: when the economy began to stir from its slumber, Etsy’s magic began to fade, and the market, ever fickle, turned its back on the once-beloved marketplace.
But let us not indulge in idle gossip. Cohen is a man of few interviews; his thoughts on the inner machinations of his firm slip away like fog in the morning sun. Much to the delight of everyday investors, his quarterly 13F filings provide a tantalizing glimpse into the mind of one of finance’s sharpest-but peculiar-wits.
Now, if you think Ripple is just starting its crypto journey, think again. The company already holds a *massive* 4.5 billion XRP tokens. And wait-there’s more! Another 37 billion tokens are locked in escrow, doing nothing but waiting for their big moment. Talk about a digital hoard.
This newly acquired position depicts a mere 1.19% of DRZ’s reportable U.S. equity assets, while the whispers of Wall Street resonate, amplifying inquiries about the foresight of such a commitment.
The pantheon of modern industry already boasts deities of data, their market caps bloated to celestial proportions. Yet two mortal contenders linger below the $500 billion threshold, their gazes fixed upon the trillion-dollar summit. Let us examine how this digital arms race might crown new emperors.
While accumulation whispers of bullishness, derivatives data sputters like a drunkard’s soliloquy-mixed signals, my dear reader! Resistance looms at $0.4740, a dragon guarding ENA’s golden hoard. Will our hero slay it, or be roasted? 🔥
Blackwell was to be the first step in Nvidia’s newfound cadence: annual chip and platform updates. And true to form, Blackwell has driven Nvidia’s earnings upward like a storm chasing the horizon. The data center revenue from Blackwell surged 17% in the latest quarter. And Nvidia’s stock? It too has followed the wind’s course, climbing 40% in 2025 alone. But then the question naturally arises-where will Nvidia be in two years, 24 months after Blackwell’s thunderous debut?