Articles by Daniel Marsh
UK Inheritance Tax: Political Talk vs. Enacted Pension Rule
Reports of a UK Conservative pledge to abolish inheritance tax are political speculation; the 2027 pension inclusion in estates is law. Investors should focus on enacted rules.
Barclays, HSBC Raise S&P 500 Targets on Strong Earnings
Barclays and HSBC have raised their 2026 S&P 500 targets to 7,950 and 8,100, respectively, citing strong earnings momentum and AI-driven tech profits.
QQQ's Overvaluation Warning: A Risk Signal, Not a Price Forecast
A widely cited model says QQQ is overvalued, but the $561.69 figure is a warning about earnings risk, not a price target. The fund's concentration in tech amplifies potential drawdowns.
Social Security 2027 COLA Estimate Climbs to 3.5% Ahead of Final Inflation Report
The 2027 Social Security COLA is now projected at 3.5% to 3.6%, pending September inflation data due Oct 14. A 3.5% raise would add about $72 monthly to average benefits.
World Cup Boost Fails to Lift Atlanta Hotel Occupancy
Atlanta's World Cup generated 442,000 hotel nights but occupancy fell 4% YoY. RevPAR rose only $1.96 over baseline, highlighting limits of event pricing.
Oracle's Ellison Halts Share Sale Plan, Yet Stock Slides 4.6%
Larry Ellison canceled a 50 million-share sale plan, yet Oracle stock dropped 4.6% as investors focus on heavy AI spending and capital needs.
American Airlines Flight 1779 Incident: What Investors Should Know
American Airlines Flight 1779 landed in Miami after a passenger disturbance; AAL shares dipped 0.7%. The incident appears contained, with limited financial impact expected.
Walmart's Dividend: A Closer Look at Yield and Payout
Walmart's dividend offers a modest 0.91% yield, with the payout ratio around 35% of adjusted earnings, reflecting its growth-oriented approach.
Salesforce's AI Growth Story Faces Key Tests at Dreamforce
Salesforce shares rose ahead of Dreamforce, with investors focusing on Wednesday's analyst meeting for cRPO growth and organic AI adoption signals.
Baldwin Buyout Leaves Thin 2% Spread for Late Investors
Baldwin's $32.50 cash buyout leaves only a 2% spread for new investors, as the stock already reflects most of the premium. The deal, valued at $7.7B, faces regulatory and shareholder approvals.
Intel's 5.3% Drop Masks Stale Government-Stake Warning
Intel shares fell 5.3% amid an AI selloff, but the government-stake warning is from January's 10-K, not new. Investors should focus on fundamentals.