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From Magnificent To Stretched: Rethink U.S. Equity Allocations

This article was written by Follow VanEck’s mission is to offer investors intelligently designed investment strategies that capitalize on targeted market opportunities. VanEck seeks to provide long-term competitive performance through active and index strategies based on creative investment approaches and portfolio delivery.At VanEck we are driven by innovation, our hallmark since the company’s founding in […]

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TSMC: Expecting Strong Q3 FY2025 Earnings, And Tariff Threat Looks Overblown (NYSE:TSM)

This article was written by Follow I’m specialized in fundamental equity research, global macro strategy, and top-down portfolio construction. I’m a senior analyst at a multi-strategy hedge fund with 7 years of experience. I graduated from UCLA with a degree of Business Economics and UMich Ross School of Business with a Master of Accounting. My […]