13F season produces a lot of noise. Every quarter, the same headlines about what Buffett bought, what Ackman sold, what Tepper is thinking. Most of it doesn’t mean much. But occasionally two managers who should Read more…
Posted by Markus Vill, Software Engineer, Sean Keys, Security Engineer, and Istvan Nador, Software Engineer, Android Auto At Google, we believe our products should be secure by design, which is why we built the Android Read more…
For investors holding the iShares Core S&P 500 ETF (IVV), the latest round of quarterly hedge fund filings reveals a figure worth watching. Hedge funds collectively cut their IVV positions by roughly 63% during the Read more…
Every generation gets handed a rough script for what a finished adult life is supposed to look like. For roughly 70 years, yours came with a front door and your name on the paperwork behind Read more…
U.S. tariffs of 50% on roughly 5% of Canadian exports took effect on Saturday (see commentary). Canadian Prime Minister, Mark Carney, has stated new Canadian tariffs will match “dollar for dollar” and be implemented starting Read more…
Few chip stocks have captured the AI trade quite like Marvell Technology (MRVL) this year. Shares of the picks-and-shovels AI player are up 24% in three months and nearly 164% year to date as per Read more…
Cable trades near 6 ½ month peak (1.3675, hit on Friday) and moving in more quiet mode on Monday, as traders reduce speed ahead of this week’s key events – release of US PCE Index Read more…
AUDUSD consolidates just under new 2 ½ month high on Monday after last Friday’s 0.8% gain completed uninterrupted eight-week rally. Bulls cracked a double Fibo barrier at 0.7180 (Fibo 76.4% retracement of 0.7277/0.6865 / Fibo Read more…
Markets Markets took a calm start to the new trading week. We should probably label it wait-and-see indecisiveness before multiple event risk to potentially unravel later this week. US yields decline between 1.5 bps (2-y) Read more…
Wall Street has spent 2026 pouring money into almost anything tied to artificial intelligence. One of the biggest banks now says part of that trade looks unhealthy. JPMorgan technical strategist Jason Hunter told clients the Read more…