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News
The Broyhill Q2 2026 Letter
1+ hour, 48+ 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
10+ hour, 56+ min ago (13+ words) Seeking Alpha...
Johnson urges caution on AI legislation as tech chiefs call for safeguards (ANTHRO:Private)
12+ hour, 31+ min ago (87+ words) Seeking Alpha House Speaker Mike Johnson said Congress should consult the leaders of the nation’s largest artificial-intelligence companies before moving ahead with broad federal regulations, arguing that lawmakers cannot afford to rush legislation governing the rapidly advancing technology. Johnson told…...
There’s More Behind The Rise In Treasury Yields
2+ day, 15+ 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, 7+ 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, 1+ 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, 5+ 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, 6+ 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....
Investors price in hot August CPI reading; big surprise could sway upcoming FOMC decision
3+ day, 7+ hour ago (16+ words) Seeking Alpha...
U.S. Treasury boosts September 10 bond buyback to $6B (US10Y:)
3+ day, 19+ hour ago (12+ words) Seeking Alpha...