Lyceus Group

On Friday, Procter & Gamble reported a surprise drop in quarterly sales for the second time in a row, as price-conscious #consumers in its major markets opt for cheaper alternatives. Check out the #PG #earnings breakdown by Reuters Ananya Mariam Rajesh and Jessica DiNapoli, with comments from F/m Investments, LLC senior portfolio manager Don Nesbitt. https://lnkd.in/dFF-hcdx

"[Procter & Gamble], considered a bellwether for American #consumers broadly, is seeing a #slowdown in growth in its biggest market, the United States. P&G executives have said it offers products for nearly every price point and across #retailers, from #Walmart to #Costco." Check out the latest #earnings preview from Ananya Mariam Rajesh and Jessica DiNapoli, with comments from F/m Investments, LLC senior portfolio manager Christian Greiner, CFA on the impact of lowering prices to boost volumes. https://lnkd.in/eBrTBiEm

"As the Treasury Department’s antiquated website has been giving bond investors fits, F/m Investments is hoping to seize on the opportunity to offer smoother access to government bonds through its suite of single-security ETFs that cover a full spectrum of the yield curve." Check out Jeff Benjamin's latest on etf.com on how F/m Investments, LLC's suite of #Treasurybond #ETFs, including #TBIL, aim to navigate around government red tape, with comments from CEO Alexander Morris. https://lnkd.in/din6nU4K

Smead Capital Management CEO C. W. Smead, CFA recently joined Matthew Miller, Katie Greifeld and Sonali Basak on "Bloomberg Open Interest" to discuss his thoughts on the state of markets and the economy, and what sectors he favors in the current environment. Check out the interview here (~3:30 to 13:19): https://lnkd.in/d-QSSFcs #FinancialMarkets #OilandEnergy #EarningsSeason

Charles "Chuck" Clough, Chairman and CIO of Clough Capital, examined current market trends and the staying power of the "magnificent seven" stocks with Tom Keene and Paul Sweeney on Bloomberg Surveillance Radio this morning. Check out the interview (from ~32:40 - 41:50): https://lnkd.in/dMbRPJAf #StockMarket #Inflation #ProductivityBoom #PrivateEconomy

As oil prices continue to rise on concerns of supply disruptions amid heightened tensions in the Middle East, Smead Capital Management CEO C. W. Smead, CFA joined andrew bell on BNN Bloomberg to discuss his outlook for the energy space. Check out the interview here: https://lnkd.in/eT_2-v2b #OilPrices #OilProduction #Geopolitics #EnergyMarket

"Playing second fiddle to Nvidia is not a bad thing," F/m Investments, LLC senior portfolio manager Francisco J. Bido tells Schwab Network's Caroline Woods. Check out the entire conversation here: https://lnkd.in/eCGVmyhW #Nvidia #AMD #AI #TechSector

F/m Investments, LLC CEO Alexander Morris recently joined etf.com wealth management editor Jeff Benjamin in this special episode of the "Advisor Insider" podcast to discuss the risks and opportunities in the fixed income markets as the easing cycle takes off. Take a listen: https://lnkd.in/e_A5cP_6 #FixedIncome #InterestRates #Fed #PortfolioDiversification #SmartMoney

Smead Capital Management CIO Bill Smead recently joined Kelly Evans on CNBC's "The Exchange" to discuss why there is a once-in-a-lifetime investment opportunity in #energy and #homebuilders. Check out the interview here: https://hubs.ly/Q02RzL_90

"When comparing the current stock market to the dot-com bubble, 'the differences are far more important than the similarities,' Clough Capital CIO Chuck Clough told Bloomberg News' Alexandra Semenova in an interview. “The cash generation and the scale of these companies suggest that they’ll be around for a long time and continue to be very profitable.” Check out the full piece here: https://lnkd.in/edSrHzsY