Topic

equities

Everything our editor has picked under this tag, best first.

Prediction markets work best for binary events such as elections, while S&P 500 bets are better expressed through direct trading of the underlying…

Lighthouse Group CIO Sean McGould targets global alpha through Japan’s governance reforms, AI-driven equity issuance and multi-manager investing.

Erik YWR forecasts the S&P 500 at 10,000 by 2027 as inflation lifts nominal assets, AI earnings accelerate and banks and exchanges regain momentum.

Paid subscribers receive semiannual snapshots of a cheap Japanese equity basket, while all investment writeups and commentary remain free.

Tokyo Stock Exchange table identifies 230 listed Japanese companies with publicly traded parent companies.

Demographic tailwinds, tight supply and reflexive valuation dynamics can make a higher share price reduce a GARP stock’s effective cost of capital.

Howard Hughes Holdings is pitched as a long in the $60s, with a near-term $90 target and a projected 20%+ IRR.

Cadeler (CDLR) is the world’s largest pure-play owner-operator of wind turbine installation vessels, listed in Oslo and on the NYSE.