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5.33 Percent for 30 Years, 2.3 Percent of Expected Inflation: What Actually Got More Expensive at the Long End
Brent crude traded near $91 a barrel on Tuesday morning, and that appeared to explain everything. Talks between Washington and...
One Stock, Three Doses: What Micron Meant at Coatue, Appaloosa and Situational Awareness
Three of the best-known addresses in American asset management reported the same stock on 14 August. All three held it...
$1.66 Billion of Protection: Oaktree’s New Index Puts Don’t Mean What the Number Says
The largest line in the 13F that Oaktree Capital Management filed on 14 August for the second quarter of 2026...
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15 INVESTORSWhat the world's best investors are buying & selling right now.
Apple trimmed to 22.6% — AXP now #2 at 20.5%, cash ~$300B
80% in AI puts (PLTR & NVDA) — plus contrarian Pfizer calls
New positions in financials (XLF) and equal-weight S&P (RSP) — trimmed biotech
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Start AI Portfolio Analysis →- The Patent Cliff Is a Slope: What Really Happens to the World’s Biggest Drug in 2028
In December 2023, adalimumab biosimilars held 79 percent of the German market. In February 2024, they held four percent of…
- One Dollar In, Five Dollars of Market Value: What Passive Investing Actually Does to Prices
On the evening of August 12, 2026, a committee published a list shortly after 11 p.m. Central European time. It…
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