Thanks to our global coverage we've ramped up our global macro commentary on our marketplace service here on Seeking Alpha, The Value Lab . We focus on long-only value ideas, where we try to find international mispriced equities and target a portfolio yield of about 4% . We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value-investor, serious about protecting your wealth, us at the Value Lab might be of inspiration.The iSh ...

Norfolk, Va., March 02, 2026 (GLOBE NEWSWIRE) -- Old Dominion University has once again received national and state recognition for its online programs by U.S. News & World Report in their 2026 Best Online Programs rankings. More than 1,800 online bachelor’s and master’s degree programs from across the country were surveyed by the outlet, making inclusion on the list exclusive.   Old Dominion University has long been a leader in distance learning. The 2026 Best Online Programs list reaffirms the University’ ...

The InterGroup Corporation (INTG) has been upgraded to a Neutral rating from Underperform, reflecting improved operating momentum at its core hotel asset, stronger liquidity following a recent property sale and moderating investment-related volatility. However, balance sheet risks and earnings sensitivity to interest rates and refinancing conditions remain key constraints, keeping the overall risk-reward profile balanced despite recent operational progress.Positives: Stronger Hotel Performance and Improved ...

Unfortunately, there's a long history of regional Middle East conflicts and the markets need to adapt to that. So that means there's a lot of historical precedent for how markets do digest these events. Now, what we can basically say is that such conflicts tend not to end a bull market in stocks.In fact, it's almost never happened. In fact, in 1990, in 2003, the outbreak of hostilities between the U.S. and Iraq actually triggered an end of a bear market in the beginning of an upturn. That being said, usuall ...

Core Insights - Apple has launched the iPhone 17e, a more affordable version of the iPhone 17, starting at $599, with a release date set for March 11 [2] - The iPhone 17e features the same processor as the iPhone 17 but has a smaller screen and one camera instead of two, targeting customers looking for value [2][3] - The new model emphasizes durability with aerospace-grade aluminum design, water and dust resistance, and improved scratch resistance [3] Sales Performance - iPhone sales have significantly contributed to Apple's revenue, with CEO Tim Cook noting "staggering" demand for iPhones during a record quarter [4][8] - In 2025, iPhones accounted for over half of Apple's $416 billion in revenues, highlighting the importance of the device to the company's overall financial health [10] Market Trends - The introduction of the iPhone 17e comes as consumers, including those in higher income brackets, are increasingly seeking lower-cost goods due to inflationary pressures [11][12] - Apple's Services division reported record revenues of $109 billion, indicating a strong performance but still reliant on the installed base of devices [10][11] Product Strategy - Apple is expected to unveil a range of new AI-native products, including updated iPads and MacBooks, alongside the iPhone 17e [9] - The company aims to enhance its product offerings while addressing changing consumer preferences for more affordable options [11]

PresentationMichael CyprysMorgan Stanley, Research Division Great. So we're going to go ahead and get started. For important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative. Good morning, everyone. I'm Mike Cyprys, lead analyst covering brokers, asset managers and exchanges for Morgan Stanley Research, and it's my pleasure to welcome Sarah Youngwood, the CF ...

The U.S. stock market experienced a volatile start to the week on Monday, March 2, 2026, as investors grappled with escalating geopolitical tensions in the Middle East. Following a weekend of significant military activity involving U.S. and Israeli strikes on Iranian targets, markets opened with sharp losses before finding a degree of stability in afternoon trading. The conflict has sent shockwaves through the commodities market, particularly oil and gold, while triggering a notable rotation within equity s ...

Core Insights - DaVita is one of the largest operators of renal dialysis clinics, with approximately 3,200 centers both in the U.S. and internationally [2] - The company is projected to generate over $13 billion in revenue by 2025 [2] - DaVita manages over $5 billion in annual healthcare spending through risk arrangements on dialysis patients in the Integrated Kidney Care (IKC) segment [2]

Unrest in the Middle East is crippling global air travel and disrupting flight schedules for many carriers, leaving passengers stranded at airports abroad. Airlines across the world canceled flights after Israel and the U.S. launched a joint attack on Iran as part of Operation Epic Fury.Emirates temporarily suspended operations to and from Dubai due to the unrest in the region. It said it will resume operations of a "limited number" later on Monday and will prioritize customers with earlier bookings. HEGSET ...

Core Insights - Legal risks are increasing for major lenders due to a lawsuit filed against JPMorgan Chase & Co., Barclays Plc, and Fifth Third Bancorp regarding their involvement in underwriting and financing securities linked to the bankrupt subprime auto lender Tricolor Holdings [1][9] - Following the lawsuit announcement, shares of JPMorgan, Fifth Third, and Barclays experienced declines of 1.9%, 4.8%, and 3.9%, respectively [1] Legal Allegations - The lawsuit, filed in Manhattan federal court, claims that the banks ignored audit warnings while structuring and marketing asset-backed securities (ABS) based on Tricolor's loan portfolio [2] - Plaintiffs, including Janus Henderson Group Plc and others, hold over $230 million in notes sold between April 2022 and June 2025, with some notes now trading at less than 10 cents on the dollar [2] Underwriting Oversight - The situation has shifted from a credit loss event to broader concerns regarding underwriting oversight and risk governance in structured finance [3] - Audits conducted in 2022 and 2024 revealed significant discrepancies in Tricolor's loan reporting and cash management practices, including misrouting of borrower payments and misstated loan delinquencies [4] Bank Actions and Implications - Despite being aware of audit findings, JPMorgan, Barclays, and Fifth Third continued to fund Tricolor and securitize its loans, allegedly earning underwriting fees while failing to disclose risks [5] - Tricolor filed for bankruptcy in September 2025, leading to JPMorgan recording a $170 million charge-off, Fifth Third reporting a $178 million non-cash impairment charge, and Barclays recording a £110 million ($148.2 million) impairment [6] Future Considerations - The new lawsuit introduces additional uncertainty, with potential settlement costs or adverse legal outcomes likely to impact earnings in upcoming quarters [7] - The case raises critical questions about underwriting oversight and disclosure practices in asset-backed securitization, with investors closely monitoring legal exposure and potential provisions [7]