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Profit up 3.5x, Free Cash Flow up 0.2%: Why Dell’s Record Quarter Is Sitting in the Warehouse
Dell Technologies closed at $425.00 on Tuesday, 1 September, down 6.8 percent on the third losing session in a row....
4.18% at Home, 2.53% Hedged in America: Why Japan’s Return to 3% Reprices the World’s Long End
On Tuesday, 1 September 2026, the yield on Japan’s ten-year government bond touched 3.00 percent for the first time since...
9% of the Basket, 100% of the Increase: Why the ECB Hikes on 10 September Against a Number It Does Not Set
Eurostat published its flash estimate for August on Tuesday morning, and the headline wrote itself: euro area inflation jumped from...
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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 Bank Cheque Is Bigger Than the Airline Profit: What Blackstone Actually Bought in Aeroplan
In January 2019, Air Canada bought its own frequent flyer programme back. The cash price was 450 million Canadian dollars.…
- One Fifth of the Money Earns Nearly All the Profit: What 176 Billion Dollars of Float Really Cost
Berkshire Hathaway ended 2025 carrying roughly 176 billion dollars of insurance float — money policyholders have paid in that belongs…
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