Impax Asset Management, an investment management company, released its “Impax Global Environmental Markets Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Global equities saw strong gains in Q3 2025, driven by solid macroeconomic conditions, rising corporate earnings, fiscal stimulus, and banking deregulation. However, the focus on hypergrowth, cyclical, and value stocks posed challenges for quality-focused investors, leading to increased market concentration. The port ...

The corn market will resume trading with a hard open at 8:30 am CST this morning. Corn futures rounded out the pre-Christmas session with contracts 3 to 4 cents higher. Preliminary open interest was up 802 contracts on Wednesday. The CmdtyView national average Cash Corn price was up 3 1/2 cent to $4.07 1/2. Export Sales data has total corn export commitments at 47.579 MMT as of December 11, which is 31% above a year ago. That is also 59% of USDA’s record projection, in line with the 57% average sales pac ...

The CBoT will open back up this morning at 8:30 am CST. Soybean futures were in a jolly mood leading into the Christmas break, with contracts 11 to 14 cents higher. Open interest was down 4,814 contracts on Wednesday, suggesting some short covering. The cmdtyView national average Cash Bean price was 11 3/4 cents higher at $9.92 3/4. Soymeal futures posted gains of $3 to $3.80 on Wednesday, as Soy Oil futures were up 65 to 74 points. USDA has export sale commitments for soybeans at 25.778 MMT, which is do ...

Key Takeaways Waste Connections' disciplined acquisitions added revenue, about $300M annualized deals underway in 2025. WCN gained 3.1% in three months, beating an industry decline, with EPS growth expected in 2025 and 2026. WCN raised its quarterly dividend 11.1% to $0.35 and returned $244M in dividends in the first nine months.Waste Connections, Inc. (WCN) has gained 3.1% over the past three months, against the industry’s 5.5% decline.Image Source: Zacks Investment ResearchThe company has an expected lon ...

Amazon.com Inc. (NASDAQ: AMZN) has been one of the stock market's biggest success stories ever. ...

I think the gold run still has more legs in 2026. I think Agnico Eagle Mines ( AEM ) ( AEM:CA ) is a good way to play this theme:I aim to provide alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my performance.I have a generalist approach as I explore, analyze and invest in any sec ...

I think the gold run still has more legs in 2026. I think Agnico Eagle Mines ( AEM ) ( AEM:CA ) is a good way to play this theme:I aim to provide alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my performance.I have a generalist approach as I explore, analyze and invest in any sec ...

As of Dec. 26, 2025, three stocks in the consumer discretionary sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered overbought when the RSI is above 70, a ...

As of Dec. 26, 2025, three stocks in the consumer discretionary sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered overbought when the RSI is above 70, a ...

Broadly speaking, small-cap stocks and the related ETFs frustrated investors this year. However, there's hope (and more) for smaller stocks entering 2026. In fact, the asset class is already showing signs of strength. That's highlighted by a 4.33% gain by the Russell 2000 Index over the past month. The Invesco NASDAQ Future Gen 200 ETF (QQQS) has been even better over that span, returning more than 6% while potentially signaling better things are in store for small-cap investors in 2026. If history holds tr ...