Michael Creadon

Despite the standing 90-day pause on reciprocal tariffs, duties of 50% on goods imported from the EU were announced on Friday, scheduled to take effect on June 1st. • As trade policy uncertainty has resurfaced for many investors, equity markets have reacted negatively to the announcement; however, the tone has changed since Friday. • Fast forward through the long weekend, and the June 1st effective date has been pushed back to July 9th to allow time for negotiations after a constructive call between President Trump and EU counterpart Ursula von der Leyen. • The on-again, off-again nature of the tariffs and corresponding trade deal announcements will likely continue, especially after receiving such a rapid response from the EU in light of Friday’s announcement. • While trade policy rhetoric will continue, trade headline impact on markets will likely recede as market participants turn their focus on potential changes to tax policy (with the One Big Bill now in the hands of the Senate after passing through the House) and deregulation, both anticipated to ramp up in the second half of this year. Read more: https://lnkd.in/g7AJ2X47

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We recently met with management of Buy rated JAKKS Pacific (JAKK: NASDAQ). We believe, after a very trying 2025 with material negative surprises (tariffs, disruption of the FOB market), 2026 will be a slow return to normalcy in the United States, with the potential for positives in 2H. Further, the growing (revenue up 5.5% in 2025) international segment will continue to be a key positive, with 2027 in line for the launch of the new anime segment and key movie properties (Elsa 3 & Sonic 4). Even with a disastrous 2025, EPS was $1.62 and the company ended the year with material ($54 million) net cash and no debt...and a 5%+ dividend yield. #JAKK #JAKKSPacific #Smallcapconsumerresearch #SCCR #smallcap #consumerequities #companysponsoredresearch #equityresearch #researchpartner

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Index funds offer low cost and diversification, but also growing risks, with rising concentration and valuations. Active managers that look different from the index can carve a role for themselves in portfolios if they can consistently add value. Read more: https://lnkd.in/gznuiBhS

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Streamex is excited to join the Solana Policy Institute and Solana in the Project Open coalition to advance regulated trading of RWAs on chain. This initiative directly aligns with our mission of bringing the commodity market on chain and will help enhance secondary trading market depth for all RWAs. PR: https://lnkd.in/e6fy4Dai

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Four Factors Investors Should Watch Closely in 2026 (4 Minute Read to "Bottom Line") #marketcommentary #marketoutlook #fed #rates #tariffs #earnings #tradewar #ratecuts #interestrates #federalreserve #usdebt #balancedportfolio #stocks #bonds #election #wealthmanagement #marketoutlook #diversification #wealthpreservation #equitymarkets #assetallocation #wealthprotection #investing #retirementplanning #stockmarket #finance #economy #financialplanning #investments #economicoutlook #markets #investors #money #investmentmanagement #stockmarketnews #stocks #stockmarketinvesting #stockmarketupdate #stockcommentay #budget #largecapvalue #valueinvesting #valuestocks #dividendstocks #dividendinvesting #dividends #bonds #interestrates #marketoutlook #stimulus #inflation #bankingandfinance #earnings #earningsseason #economiccycle #economicrecovery #bearmarket #bearish #economics #investment #debt #growthstocks #inflation #inflationhedge #inflationstrategies #correction #marketcorrection #economynews #marketforecast #governmentspending #governmentpolicy #wallofworry #supplychaincrisis #supplychaindisruption #inflation #consumerspending #federalreserve #fiscalpolicy #fedpolicy #tapering #inflation #volatility #marketvolatility #interestrates #ratehikes #earningsseason #housingmarket #dollar #recession #recession2023 #useconomy #earnings

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We at Bank Street are honored to have been associated with this first of its kind Data Center JV transaction and look forward to the exciting developments that will stem from this partnership.

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