Since February, 2025, I have been bearish on Barings BDC Inc ( BBDC ), arguing that for the given discount and earnings power, there are better alternatives in the business development company aka BDC space - i.e., notRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic ca ...

There may be some progress on a Ukraine-Russia peace deal as Ukrainian President Zelensky said he expects to meet with President Trump on Sunday in Florida. Mr. Zelensky said a 20-point peace plan is 90% ready, but it depends on the meeting with Mr. Trump and can't be finalized without input from Russia and Europe. Russia reportedly said that the 20-point peace plan fails to answer many questions.The US Coast Guard forced the sanctioned oil tanker, Bella 1, to turn away from Venezuela and move out into the ...

战略合作与平台发布 - TGI Solar Power Group Inc 与印度科技公司Genesys Info X 签署战略合作与收入分成协议 正式推出革命性数字生态系统FUSED88.com [1] - FUSED88.com旨在通过人工智能和人工超级智能重新定义项目管理和人力资本管理 [1] 合作分工 - TGI Solar Power Group Inc 负责全球业务开发、销售、营销和品牌建设 [2] - Genesys Info X 由CEO Dr Viinay Sarikonda代表 作为技术支柱 负责平台开发、托管、维护、网络安全以及专有AI和ASI模块的集成 [2] 平台功能与定位 - FUSED88.com提供人力资本管理、财务资源跟踪、危机管理工具和安全的团队协作能力 [3] - 该平台为现代全球组织提供一体化企业管理解决方案 [3] 运营与支持现状 - FUSED88.com目前处于Beta测试模式 正在完善网络安全协议和ASI驱动功能 [4] - 合作双方已在美国和印度建立联合的24/7客户服务与技术运营支持体系 [4] - 企业客户还可获得专业IT团队支持 用于定制化应用开发和集成 [4] 全球运营中心 - 印度总部及后端运营中心位于印度特伦甘纳邦海得拉巴HITEC城的Cyber Gateway [5] - 该设施是AI开发、网络安全运营以及为全球客户提供后端支持的核心枢纽 [5] 合作与公司背景 - 收入分成协议确立了双方对共同成功及FUSED88品牌全球扩张的长期承诺 合作关系受特拉华州法律管辖 [6] - TGI Solar Power Group Inc 是一家多元化控股公司 专注于收购具有商业价值的创新专利技术、组件、工艺、设计和方法 [7] - 公司使命是创造提升生活质量且尊重地球的可持续栖息地 新口号为“以可持续创新赋能明天” [7]

核心事件 - 环保组织向联邦法院提出请求 要求对联邦政府批准Sable Offshore公司重启加利福尼亚州管道的计划进行审查 [1] 公司动态 - Sable Offshore公司的加州管道重启计划已获得联邦政府批准 [1] - 该重启计划目前面临法律挑战 环保组织已就此向联邦法院提出审查请求 [1] 行业环境 - 美国海上油气基础设施项目面临来自环保组织的法律与监管挑战 [1]

全球铜价走势与市场动态 - 伦敦金属交易所铜价在圣诞节休市前飙升至每吨12,282美元的历史新高[1] - 上海期货交易所铜价首次上涨4.7%至接近每吨100,000元人民币或14,270美元 对美市场形成巨大溢价[1] - 纽约商品交易所3月交割的最活跃铜合约上涨超5% 盘中高点达每磅5.90345美元或每吨超13,000美元[2] 主要生产中断与供应影响 - 2025年供应中断预测高达6% 多家知名矿山和顶级生产商产量未达目标[3] - 全球第二大铜矿印尼Grasberg发生致命事故 自由港麦克莫兰宣布不可抗力并下调2026年产量指引 预计2027年恢复全面生产[3] - 刚果民主共和国Kamoa-Kakula铜矿发生地下洪水 智利Codelco的El Teniente矿发生致命岩石爆炸 均抑制了全球产量[4] 机构价格预测与市场观点 - BMO资本市场预测铜价在2026年第二季度前平均达每吨12,500美元[5] - 高盛预测2026年铜价将受限于每吨10,000至11,000美元 因存在16万吨过剩且2029年前不会短缺[17] - 美国银行2025年9月上调预测 预计2026年平均每吨11,313美元 2027年每吨13,501美元 峰值可达每吨15,000美元[20] 关键矿山项目与生产排名 - 2024年全球前十大铜矿排名中 智利Escondida矿以128万吨产量位居第一 且百分比增幅最大[8] - 美国亚利桑那州Morenci矿在运营154年后 废料堆中仍保留约1000万吨铜 自由港麦克莫兰正推进硫化浸出技术 目标2030年提取40万吨[9] - 亚利桑那州Resolution Copper项目拥有可满足美国数年四分之一需求的铜资源 但投入超20亿美元后仍未开采 主要受许可及部落环境问题阻碍[11] 行业结构性变化与政策 - 美国地质调查局将铜和银列入关键矿物清单 清单总数达60种 旨在支持资本投资和许可改革[15] - 嘉能可考虑关闭其位于魁北克的Horne冶炼厂和加拿大铜精炼厂 因环境升级成本超2亿美元 可能影响超1000个工作岗位和30万吨年产量[14] - 彭博新能源财经预测从2026年起将出现结构性短缺 电气化需求超过供应 到2050年短缺量将达1900万吨 除非有新矿投产或废铜供应增加[25] 市场参与者与重大事件 - 一位通过黄金交易获利15亿美元的中国神秘亿万富翁 在上海期货交易所建立了近9万吨的净多头头寸 价值近10亿美元 截至2025年5月已获利约2亿美元[22] - 第一量子矿业的Cobre Panamá铜矿自2023年底因抗议和封锁而关闭后一直处于闲置状态[27]

(Bloomberg) -- The future of the popular influencer group FaZe Clan is in flux once again after several members announced their departures this week following failed contract talks with new management.The members, known as Adapt, Jason, Ronaldo, Lacy and Silky, all posted on X that they had left FaZe. The website for the group lists six members, only one of whom, Rage, hasn’t announced publicly that he is leaving.“14 Years,” Adapt said online. “Over half my life, I’d be lying if I said this didn’t hurt, but ...

Now, Mackenzie Sagalos has more in today's tech check. And Mackenzie, I I sort of stopped short when I was reading about this. Maybe you can help explain because he called this a licensing deal, but then it said, I believe, if I'm not mistaken, that the CEO of Gro is going to go work for Nvidia and that it's non-exclusive.I'm like, what is this. An acquisition or what is this. >> It's not an acquisition.They've been very specific in saying that. But this Grock deal came together in just a few days. in the s ...

Tim Robberts / Getty Images Some states exempt multiple forms of retirement income and eight states have no income tax at all. Key Takeaways Illinois, Iowa, Mississippi, and Pennsylvania are considered to be the most tax-friendly states for retirees. Forty-one states don't tax Social Security income. Thirty-seven states don’t tax most military retirement pay. Fifteen states exempt pension income from state taxes. Nine states have no income tax at all. After a lifetime of contributing to Socia ...

分析师投资理念与方法 - 投资策略核心是寻找被低估且具有长期结构性增长的公司 其特点是拥有强劲的资产负债表和优秀的管理团队 并处于具备长期增长前景的行业 [1] - 选股方法结合增长导向原则与严格的估值门槛 旨在为传统的安全边际增加额外保障 [1] - 投资组合构建仅分享相对于标普500指数有较大可能产生显著超额收益的股票头寸 [1] 分析师服务内容 - 提供的服务包括独家获取其最高确信度的选股、完整的个股研究报告、实时交易警报、宏观市场分析、独立的行业报告、经过筛选的观察清单以及可24/7联系分析师的社区聊天 [1]

Groq and Nvidia chips glow side-by-side in a server rack, symbolizing a high-performance AI partnership. Key Points NVIDIA has solidified its leadership position by securing the industry's fastest inference technology to power real-time artificial intelligence applications. The company used its substantial free cash flow to fund this strategic expansion while also returning capital to investors through a cash dividend. This strategic move effectively neutralizes potential competition by integrating top ...