Key PointsSo far this year, investors are putting more than four times as much new money into international developed market stocks as they’re investing in U.S. stocks.
Key PointsSo far this year, investors are putting more than four times as much new money into international developed market stocks as they’re investing in U.S. stocks.
Good morning . Iran’s counterstrikes widen. Thailand limits baht-denominated gold transactions. And Honor’s humanoid robot takes the stage in Barcelona with backflips and dance moves. Listen to the day’s top stories . Iranian missiles struck buildings in Tel Aviv, while Saudi Arabia, Qatar, Bahrain and Kuwait intercepted projectiles . A Dubai container port came under attack and hundreds of flight...
Good morning . Iran’s counterstrikes widen. Thailand limits baht-denominated gold transactions. And Honor’s humanoid robot takes the stage in Barcelona with backflips and dance moves. Listen to the day’s top stories . Iranian missiles struck buildings in Tel Aviv, while Saudi Arabia, Qatar, Bahrain and Kuwait intercepted projectiles . A Dubai container port came under attack and hundreds of flights in the region were canceled. Three US troops were reported dead , and Tehran announced 40 days of mourning for slain leader Ayatollah Ali Khamenei. Launching such a large attack with unlimited goals may incentivize the Iranian regime to use every means at its disposal to strike back, Bloomberg Opinion’s Marc Champion writes. For the latest, follow our live coverage here . China condemned the US-Israeli strikes . The killing of Khamenei—which Foreign Minister Wang Yi called “unacceptable”— may complicate the summit between Donald Trump and Xi Jinping. Elsewhere in Asia, at least 10 pro-Iranian protesters died in clashes with Pakistani police as they tried to storm the US consulate in Karachi. Prime Minister Narendra Modi faced backlash from Indian opposition groups over his Israel trip last week. Iranians on Khamenei’s Death: Mourning on State TV, Public Joy Read the Story In corporate news, BYD’s February sales sank 41% year over year to 190,190 units, after a record-long Lunar New Year holiday halted production and retail activity in China. A reduction in purchase tax exemptions and cooling consumer confidence are weighing on demand, with buyers waiting for new models and further clarity on government trade-in initiatives . Nvidia is throwing its weight behind an effort to ensure 6G networks are designed to support AI-driven services and devices. The world’s most valuable company is teaming up with a group of telecom firms—including Nokia, SoftBank and T-Mobile—that will commit to building sixth-gen networks based on computers and software capable of using AI to help dir...
Michael Burry on Thursday issued a warning regarding Nvidia Corp.'s (NASDAQ:NVDA) massive surge in purchase obligations, claiming the chipmaker is mirroring the structural risks that led to Cisco Systems Inc.‘s (NASDAQ:CSCO) collapse during the dot-com bubble. $95 Billion Red Flag In a recent Substack newsletter, Burry highlighted a staggering shift in Nvidia's latest Form 10-K filing. The company...
Michael Burry on Thursday issued a warning regarding Nvidia Corp.'s (NASDAQ:NVDA) massive surge in purchase obligations, claiming the chipmaker is mirroring the structural risks that led to Cisco Systems Inc.‘s (NASDAQ:CSCO) collapse during the dot-com bubble. $95 Billion Red Flag In a recent Substack newsletter, Burry highlighted a staggering shift in Nvidia's latest Form 10-K filing. The company's purchase obligations have skyrocketed to $95.2 billion, a massive leap from just $16.1 billion a
Michael Burry on Thursday issued a warning regarding Nvidia Corp.'s (NASDAQ:NVDA) massive surge in purchase obligations, claiming the chipmaker is mirroring the structural risks that led to Cisco Systems Inc.‘s (NASDAQ:CSCO) collapse during the dot-com bubble. $95 Billion Red Flag In a recent Substack newsletter, Burry highlighted a staggering shift in Nvidia's latest Form 10-K filing. The company...
Michael Burry on Thursday issued a warning regarding Nvidia Corp.'s (NASDAQ:NVDA) massive surge in purchase obligations, claiming the chipmaker is mirroring the structural risks that led to Cisco Systems Inc.‘s (NASDAQ:CSCO) collapse during the dot-com bubble. $95 Billion Red Flag In a recent Substack newsletter, Burry highlighted a staggering shift in Nvidia's latest Form 10-K filing. The company's purchase obligations have skyrocketed to $95.2 billion, a massive leap from just $16.1 billion a year ago. When combined with other supply agreements, Nvidia's total commitments now stand at approximately $117 billion. Burry argues that this isn’t a reaction to external shocks but a fundamental, risky change in how the company operates. "This is not business as usual. This is risk," Burry cautioned. Don't Miss: He noted that Nvidia is being forced to lock in long-term capacity with suppliers like TSMC before future demand is fully known. "This new reality reflects a deliberate decision to lock up supply chain capacity further than Nvidia has ever done before," he wrote. The Cisco Parallel The crux of Burry's thesis lies in the haunting similarity to Cisco Systems in 2000. At the height of the internet boom, Cisco aggressively committed to supply contracts to support its projected 50% annual growth. When tech spending plummeted, Cisco was left with billions in unusable inventory and saw its stock price crater by over 80%. While Nvidia's current 70% profit margins offer a cushion Cisco didn’t have, Burry remains skeptical of their longevity. "That type of margin would likely revert quickly with a shift in demand," he warned, suggesting the current “AI darling” status provides no immunity to a cyclical downturn. See Also: Blue-chip art has historically outpaced the S&P 500 since 1995, and fractional investing is now opening this institutional asset class to everyday investors. Strategic Move Or Supply Trap? Not all of Wall Street shares Burry's pessimism. Analysts at Rosenb...
If every win is going to be painful from here, you may as well just take the painful wins – welcome to Arsenal’s late title stagger On Thursday night at a swanky London hotel so luxuriously risk‑averse the toilets are equipped with wireless thermostats to control to within half a degree the heat of the seat, the Premier League chief executive, Richard Masters, spoke in detail for the first time ab...
If every win is going to be painful from here, you may as well just take the painful wins – welcome to Arsenal’s late title stagger On Thursday night at a swanky London hotel so luxuriously risk‑averse the toilets are equipped with wireless thermostats to control to within half a degree the heat of the seat, the Premier League chief executive, Richard Masters, spoke in detail for the first time about the prospect of “Premflix”, the direct‑to‑consumer model of the future, an app that will sluice this irresistible footballing opiate directly into the eyeballs of 8 billion rapt humans. In doing so Masters was echoing the words of Todd Boehly on the same stage 12 months earlier, who had talked about the Premier League as a kind of fire stolen from the gods, source of the next great tech platform, an engine of empire, tool of world domination, of lassoing the moon out of the sky. Continue reading...
As China’s leaders convene for the annual “two sessions” starting this week, the eyes of the world will be fixed on Beijing. This gathering is no ordinary policy meeting. Beyond setting the economic growth target for 2026, it will finalise the 15th five-year plan (2026–2030), a blueprint that will define the nation’s economic and social priorities for the second half of this decade. In an era of i...
As China’s leaders convene for the annual “two sessions” starting this week, the eyes of the world will be fixed on Beijing. This gathering is no ordinary policy meeting. Beyond setting the economic growth target for 2026, it will finalise the 15th five-year plan (2026–2030), a blueprint that will define the nation’s economic and social priorities for the second half of this decade. In an era of intensifying great-power competition, particularly with the United States, these decisions will shape...
What are the best safe havens for investors following the Supreme Court's ruling that many of the Trump administration's tariffs are invalid? Seeking Alpha analysts Julia Ostian , Leo Nelissen , Victor Dergunov , and Multiplo Invest gave us their thoughts. Julia Ostian : While traditional safe havens like gold, healthcare, and consumer staples are still relevant, in my perspective, as someone who ...
What are the best safe havens for investors following the Supreme Court's ruling that many of the Trump administration's tariffs are invalid? Seeking Alpha analysts Julia Ostian , Leo Nelissen , Victor Dergunov , and Multiplo Invest gave us their thoughts. Julia Ostian : While traditional safe havens like gold, healthcare, and consumer staples are still relevant, in my perspective, as someone who lives in Israel, I would go with a more targeted play. I believe the current tariff situation may be acting as a distraction from the unprecedented buildup of military strength in the Middle East, which now exceeds what many experts witnessed during the Iraq era. With that in mind, I view defense as the structural safe haven of 2026. While Lockheed Martin ( LMT ) was one of my favorite picks in 2025, its 40% rally since my latest “Buy” rating suggests it’s time for a cooling-off period. Instead, I would look toward Northrop Grumman ( NOC ) or RTX Corp. ( RTX ) as good substitutes. For those interested in a modern warfare exposure, AeroVironment ( AVAV ) is a compelling, though speculative, leader in drones, while Palantir ( PLTR ) went down to levels at which initiating a position wouldn’t be a horrible idea. General Dynamics ( GD ) is a navy and strategic modernization pick. Leo Nelissen : To me, the question is not necessarily which companies perform best during times of tariffs, but what the underlying goal is of these tariffs. What we know is that President Trump has become unpredictable. What we also know is that both the Democrats and the Republicans have focused on economic reshoring. That’s the goal here. The measures are different. To me, this benefits companies needed to support America’s growing industrial base. Think of the Class I railroads like Union Pacific ( UNP ) and CSX Corp. ( CSX ), as well as players like Eaton ( ETN ) and Quanta Services ( PWR ), who are required for grid and infrastructure modernization. For higher-income investors, this also applies ...
While artificial intelligence (AI) has a lot of promise, it is also being accompanied by a lot of unknowns and some fears, as well. If AI starts to replace human workers on a larger scale (its already doing it on a small scale), the potential for a recession is certainly possible. Throw in the ongoing trade war, and there is a lot of economic uncertainty out there right now. In a recent Motley Foo...
While artificial intelligence (AI) has a lot of promise, it is also being accompanied by a lot of unknowns and some fears, as well. If AI starts to replace human workers on a larger scale (its already doing it on a small scale), the potential for a recession is certainly possible. Throw in the ongoing trade war, and there is a lot of economic uncertainty out there right now. In a recent Motley Fool survey , investors were modestly bullish on stocks, with nearly 70% predicting gains of 4% or more in 2026. However, a recession (45%) and a weakening labor market (37%) were two top concerns. While the thought of a potential recession or AI apocalypse is scary, investors should not lose sleep over it. Image source: Getty Images. Continue reading
Warburg Pincus is making an investment in Global Eggs in a deal that values one of the world’s largest egg producers at $8 billion. The private equity firm is investing up to $1 billion in Global Eggs, according to a statement Monday that confirmed a Bloomberg News report . The investment is being made by Warburg’s Capital Solutions Founders Fund. The deal follows Global Eggs’ $1.1 billion acquisi...
Warburg Pincus is making an investment in Global Eggs in a deal that values one of the world’s largest egg producers at $8 billion. The private equity firm is investing up to $1 billion in Global Eggs, according to a statement Monday that confirmed a Bloomberg News report . The investment is being made by Warburg’s Capital Solutions Founders Fund. The deal follows Global Eggs’ $1.1 billion acquisition of rival egg producer Hillandale Farms in the US last year. The consumer-goods company is controlled by Brazilian entrepreneur Ricardo Faria, who has been dubbed the “Egg King.” Founded in 2018, Global Eggs controls egg companies in Brazil and Europe, as well as in the US, according to a statement . It produces more than 13 billion eggs a year. Houlihan Lokey Inc. is acting as financial adviser to Warburg Pincus. Morgan Stanley is acting as sole placement agent to Global Eggs.
Fifa president wants more intervention in battle against racism Mouth covering in focus after Vinícius Júnior’s allegation of abuse The Fifa president, Gianni Infantino, has suggested players who cover their mouths while addressing opponents could be sent off as part of the governing body’s battle against racism. The practice, which has long been deployed to prevent cameras picking up conversation...
Fifa president wants more intervention in battle against racism Mouth covering in focus after Vinícius Júnior’s allegation of abuse The Fifa president, Gianni Infantino, has suggested players who cover their mouths while addressing opponents could be sent off as part of the governing body’s battle against racism. The practice, which has long been deployed to prevent cameras picking up conversations between teammates and opposition, has been put in focus after Vinícius Júnior’s allegations of discriminatory abuse by Gianluca Prestianni. The Benfica player denies doing so but was suspended for his side’s Champions League playoff second leg against Vinícius’s Real Madrid pending the outcome of a formal investigation. Continue reading...