Tag: Perspective
-
The Bullish Outlook on Boeing: An Investment Perspective
We came across a bullish thesis on The Boeing Company on Boudreau Capital Newsletter’s Substack by Nicolas Boudreau. In this article, we will summarize the bulls’ thesis on BA. The Boeing Company’s share was trading at $189.00 as of November 28th. BA’s forward P/E was 93.46 according to Yahoo Finance. The Boeing Company, together with its…
-
Impact of Federal Reserve Interest Rate Cuts on Mortgage Rates: A Historical Perspective
Fed rate cuts and mortgage interest rate responses don’t always line up neatly. Wipada Wipawin/Getty Images Anticipation over a Federal Reserve interest rate cut, which was barely registering a few weeks ago, is now growing to a fever pitch. Following an unemployment report that showed the rate increasing to its highest level since October 2021…
-
Exploring the Senyar Swamps of Sumatra: A NASA Perspective
Tropical cyclones almost never form over the Strait of Malacca. The narrow waterway separating Peninsular Malaysia from the Indonesian island of Sumatra sits so close to the equator that the Coriolis effect is usually too weak to allow storms to rotate enough to organize into cyclones. But on November 25, 2025, meteorologists watched as a…
-
CFM’s Cultural Perspective Fuels Hedge Fund Growth
In recent years, multistrategy hedge funds have been on a tear, hoovering up hundreds of billions in assets from investors and watching their staff rosters balloon. One dilemma such firms face: How do you maintain a consistent company culture in the face of a growth spurt? The answer, says Philippe Jordan, president of French hedge…