Marangi: Adaptability is key

Marangi: Adaptability is key

Chris Marangi, Co-CIO of Value at Gabelli Funds, stresses adaptability amid market shifts. He sees a short-term bounce ahead, favors defensive plays like Republic Services, and warns on policy risks.  

This Week in Chancery Court: Paramount, Skydance Merger Records

Paramount building

At issue: Money manager Mario Gabelli sought Paramount’s books and records about the Skydance merger so investors can determine how controlling stockholder Shari Redstone might benefit from the deal. Gabelli’s funds own about 12% of Paramount voting shares.

Trade War Just Crashed Crude. Demand Might Be Next

oil rig

As Gabelli Funds analyst Simon Wong puts it, while direct tariffs on crude are not “very meaningful”, “The bigger impact on the oil market is the uncertainty in global demand related to President Trump’s tariffs as global expansion drives crude demand growth.”