Madison Core Bond Fund Q1 2025 Investment Strategy Letter
https://seekingalpha.com/article/4791537-madison-core-bond-fund-q1-2025-investment-strategy-letter
Why the government’s debt problem is your borrowing problem — but also your opportunity to save
https://finance.yahoo.com/news/why-government-debt-problem-borrowing-130000782.html
French venues are in hot water for banning kids. Is adult-only a luxury or a necessity?
After it emerged this week that hotels and campsites could face prosecution, we hear opposing views in the debateHospitality venues in France such as hotels, restaurants and campsites that do not admit children could face prosecution under proposals for a crackdown that emerged this week.Laurence Rossignol, a socialist senator, plans to introduce a private member’s bill to make it illegal to ban children from such establishments, the Times reported, while the French high commissioner for childhood, Sarah El Haïry, said government lawyers were looking into whether it would be possible to take legal action against places that exclude families. Continue reading…
Tide is turning in Europe and beyond in favour of nuclear power
Spain’s recent blackout and AI datacentres’ energy needs are leading politicians to reach for the restart buttonWhen millions of people across the Iberian peninsula were left without power last month the political fallout ignited debate over Europe’s renewable energy agenda, and fuelled the rising interest in nuclear power.Europe’s largest power blackout in decades, still largely unexplained, has raised questions about whether renewable energy can be relied on to provide a stable source of clean energy. It has also fuelled a renewed interest in the global nuclear power renaissance already under way. Continue reading…
When are people too old to do their jobs?
While half of people over 50 are being pushed put of their jobs, regulation changes are making people work longerOld people are making news. Just this past week in Denmark, the retirement age for collecting a government pension was increased to 70 years old, an issue that has caused much debate in that country. Here in the US, questions have been raised about former president Joe Biden’s mental acuity while he was still in office. Warren Buffett announced his retirement at the age of 94 from Berkshire Hathaway. Donald Trump’s behavior, at the age of 78, continues to raise concern, if not alarm.When are people too old to do their jobs? Continue reading…
Madison Small Cap Fund Q1 2025 Investment Strategy Letter
https://seekingalpha.com/article/4791535-madison-small-cap-fund-q1-2025-investment-strategy-letter?source=feed_all_articles
Will the UAE break OPEC?
We find that the Emiratis are flouting the cartel’s rules on a grand scale
Global Indemnity: Getting Its House In Order
https://seekingalpha.com/article/4791521-global-indemnity-getting-its-house-in-order?source=feed_all_articles
Comfort Systems USA: Initiate Hold Amid Peak Valuation And Macro Risks
https://seekingalpha.com/article/4791471-comfort-systems-usa-initiate-hold-amid-peak-valuation-and-macro-risks
Adecoagro Trades Cheap, But Lacks Near-Term Catalysts
https://seekingalpha.com/article/4791534-adecoagro-trades-cheap-but-lacks-near-term-catalysts