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News
The Broyhill Q2 2026 Letter
17+ hour, 47+ min ago (1495+ words) tanit boonruen/iStock via Getty Images For two decades, these letters have asked you to slow down while everything around you sped up: to think in decades while markets measure in minutes. I have applied that standard rigorously to your…...
Goldman Sachs sees rate shock, not bull-market killer, for U.S. stocks
1+ day, 2+ hour ago (13+ words) Seeking Alpha...
There’s More Behind The Rise In Treasury Yields
3+ day, 7+ hour ago (103+ words) Energy added another source of pressure. Brent crude moved above $107 per barrel amid renewed fighting in the Gulf, while U.S. gasoline prices also increased. Higher energy costs are adding to... - Resilient U.S. jobs data supports the case for keeping rates steady. - Higher…...
Glencore, Mercuria pursuing Venezuela aluminum smelter deal - Bloomberg (GLCNF:OTCMKTS)
2+ day, 23+ hour ago (70+ words) Miner Glencore and commodities trader Mercuria Energy are among firms interested in a potential deal for Venezuela's largest aluminum smelter, Bloomberg reported. thamerpic/iStock Editorial via Getty Images Miner Glencore (GLCNF) (GLNCY) and commodities trader Mercuria Energy are among firms…...
Apollo in talks to acquire J&J’s orthopedics unit - Bloomberg (JNJ:NYSE)
2+ day, 17+ hour ago (27+ words) Apollo Global Management is in talks to acquire Johnson & Johnson's DePuy Synthes orthopedics unit in a deal that could value it at close to $20B, Bloomberg reported....
UAE modifies 5-GW Stargate data center project in wake of Iran war: report
2+ day, 21+ hour ago (70+ words) UAE revises its $30B 5GW Stargate data center plan amid Iran tensions, shifting from one Abu Dhabi mega-campus to distributed sites—read more. z1b/iStock via Getty Images The United Arab Emirates is modifying the plan for its massive 5GW data center due in…...
Trump's dividend proposal unlikely and macro unsound - Wolfe’s Tobin Marcus (SPY:NYSEARCA)
3+ day, 22+ hour ago (58+ words) Seeking Alpha Tobin Marcus, head of U.S. policy and politics at Wolfe Research, dismissed President Donald Trump's proposed $5K dividend checks to Americans as both legally unviable and economically ill-timed. Trump on Wednesday proposed a $5K “Trump dividend” for every adult U.S....
U.S. Treasury boosts September 10 bond buyback to $6B (US10Y:)
4+ day, 11+ hour ago (12+ words) Seeking Alpha...
Energy Transfer, Sunoco and others confirm switch to Texas Stock Exchange from NYSE (ET:NYSE)
4+ day, 1+ hour ago (56+ words) Seeking Alpha Energy Transfer (ET) confirmed Thursday it will switch its listing to the Texas Stock Exchange from the New York Stock Exchange starting October 5 in a big win for the upstart marketplace. Fuel distributor Sunoco LP (SUN), SunocoCorp LLC…...
Markets shrug off Trump’s $5,000 midterm ‘dividend’
4+ day, 1+ hour ago (51+ words) Seeking Alpha Prediction markets have shown little movement after President Donald Trump floated a $5,000 "Trump dividend" for every adult U.S. citizen if Republicans keep both the House and Senate in November’s midterm elections. Traders on Kalshi continue to assign just a...