In this podcast, Motley Fool contributors Rick Munarriz, Jason Hall, and Travis Hoium dive into stocks that they are willing to give up their Fool card for. There's also a look at how they think the percolating market matters of today will play out a year from now. They unpack: Note: This podcast was recorded before Netflix stepped back from its attempt to buy Warner Bros. Discovery . Continue rea...
In this podcast, Motley Fool contributors Rick Munarriz, Jason Hall, and Travis Hoium dive into stocks that they are willing to give up their Fool card for. There's also a look at how they think the percolating market matters of today will play out a year from now. They unpack: Note: This podcast was recorded before Netflix stepped back from its attempt to buy Warner Bros. Discovery . Continue reading
Stalwart Labour MP for Ipswich who fought against the monopoly that solicitors held over property conveyancing The appellation of “good constituency MP” often carries the somewhat pejorative suggestion of a mediocre politician who has failed to make a mark as a national figure at Westminster. However, in the case of Ken Weetch, who has died aged 92, it explains, rather, his remarkable survival for...
Stalwart Labour MP for Ipswich who fought against the monopoly that solicitors held over property conveyancing The appellation of “good constituency MP” often carries the somewhat pejorative suggestion of a mediocre politician who has failed to make a mark as a national figure at Westminster. However, in the case of Ken Weetch, who has died aged 92, it explains, rather, his remarkable survival for 13 years as the Labour MP for Ipswich against the prevailing electoral trends of the time. He also wrote his name into the statute book of history for his successful campaign to end the long-standing monopoly of solicitors over the conveyancing of property. He introduced two private members’ bills, in 1974 and 1976, in an attempt to highlight what he termed this “vicious restrictive practice” and continued to exert such pressure that the Thatcher government was persuaded eventually to outlaw the monopoly within the provisions of the Administration of Justice Act, 1985. Continue reading...
Video of Chris Kempczinski trying new ‘product’ the Big Arch burger criticized for feeling forced and corporate Business leaders are increasingly placing themselves in front of the camera, in an effort to appear more relatable to a social media-first audience. When it goes well, it can be a huge hit. When it doesn’t, you risk becoming the subject of online ridicule. In the recent case of Chris Kem...
Video of Chris Kempczinski trying new ‘product’ the Big Arch burger criticized for feeling forced and corporate Business leaders are increasingly placing themselves in front of the camera, in an effort to appear more relatable to a social media-first audience. When it goes well, it can be a huge hit. When it doesn’t, you risk becoming the subject of online ridicule. In the recent case of Chris Kempczinski, the McDonald’s CEO and president, it’s the latter. Continue reading...
Palo Alto Investors LP disclosed an increase of 209,523 shares in Dyne Therapeutics (NASDAQ:DYN) in its 13F filing for the quarter ended December 31, 2025, an estimated $3.97 million trade based on quarterly average pricing. Palo Alto Investors LP reported an increase of 209,523 shares in Dyne Therapeutics according to an SEC filing dated February 17, 2026. The estimated value of this trade was $3...
Palo Alto Investors LP disclosed an increase of 209,523 shares in Dyne Therapeutics (NASDAQ:DYN) in its 13F filing for the quarter ended December 31, 2025, an estimated $3.97 million trade based on quarterly average pricing. Palo Alto Investors LP reported an increase of 209,523 shares in Dyne Therapeutics according to an SEC filing dated February 17, 2026. The estimated value of this trade was $3.97 million, calculated using the average closing price for the quarter. The fund’s quarter-end position in the company increased in value by $12.82 million, a figure that includes both additional shares and price appreciation. Palo Alto Investors LP’s buy lifts its Dyne Therapeutics stake to 4.01% of reported 13F AUM. Continue reading
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)
Venezuela sharply increased its oil exports in February, sending roughly twice as many barrels abroad compared with the previous month, when the Trump administration first exerted control of the country’s crude sales. Daily February exports, measured by vessel loadings, rose to a five-month high of 788,000 barrels, according to shipping reports and data from maritime intelligence firm Kpler Ltd. I...
Venezuela sharply increased its oil exports in February, sending roughly twice as many barrels abroad compared with the previous month, when the Trump administration first exerted control of the country’s crude sales. Daily February exports, measured by vessel loadings, rose to a five-month high of 788,000 barrels, according to shipping reports and data from maritime intelligence firm Kpler Ltd. In January, the figure was about 383,000. Crude production in Venezuela is recovering after slumping to roughly a two-year low in January, when the capture of Nicolas Maduro by US Special Forces threw the country into uncertainty. Oil traders are weighing the Venezuela data against the backdrop of the US strikes against Iran, which has upended energy markets and sent oil prices soaring on concerns over disrupted supplies. While vital Strait of Hormuz remains open, vessels are steering clear of the waterway, the conduit for about a fifth of the world’s seaborne oil and gas. Though the tar-like heavy crude that Venezuela produces cannot directly replace many Middle Eastern barrels, it can be blended with lighter grades to create similar substitutes. Read More: How the Iran Conflict Is Disrupting Strait of Hormuz In Venezuela, crude output has risen after the country regained access to heavy naphtha, a diluent essential to reduce its oil’s viscosity for pipeline delivery and continued production. Venezuela received five cargoes of diluents last month, compared with two in January. Click for document with detailed export data, including US-controlled sales by traders Trafigura and Vitol. (Thousand barrels per day) China 0 0 0 196 371 US 83 361 278 124 205 All destinations 405 788 383 521 612 US refiners are taking the biggest haul of oil in more than seven years, via the hands of oil major Chevron Corp. and commodity traders Vitol Group and Trafigura Group . The traders were tapped by the US to sell as much as 50 million barrels of Venezuelan oil. Trafigura and Vitol have so far...
dt03mbb/E+ via Getty Images Rio Tinto ( RIO ) said Monday it approved the restart of Richards Bay Minerals' $473M Zulti South project in South Africa, after work was suspended at the end of 2019 amid violent community protests. Richards Bay Minerals, 74%-owned by Rio Tinto ( RIO ), mines the mineral-rich sands of South Africa's KwaZulu-Natal province, extracting zircon, rutile, ilmenite, and titan...
dt03mbb/E+ via Getty Images Rio Tinto ( RIO ) said Monday it approved the restart of Richards Bay Minerals' $473M Zulti South project in South Africa, after work was suspended at the end of 2019 amid violent community protests. Richards Bay Minerals, 74%-owned by Rio Tinto ( RIO ), mines the mineral-rich sands of South Africa's KwaZulu-Natal province, extracting zircon, rutile, ilmenite, and titanium oxide used in the manufacture of paint, sunscreen, and smartphones. Rio ( RIO ) said the Zulti South project is key to Richards Bay Minerals' plans to extend the life of its operations to 2050 as the ore body at Zulti North declines and "ensure RBM's operational continuity for years to come." Construction is scheduled to start during Q1 2026, with initial commercial production expected by year-end 2028, the company said. Separately, Bloomberg reported that Rio ( RIO ) has suspended negotiations with Japanese clients over Q2 aluminum supply, on concerns that the Strait of Hormuz, a critical supply route for Middle Eastern aluminum producers, will be disrupted by the U.S.-Israel conflict with Iran. Also, Rio ( RIO ) said it will move forward on a research and development project to extract primary gallium from its alumina refining process in Quebec, with a conditionally approved contribution from the Canadian government. More on Rio Tinto BHP Group Is A Better Fit For All-Weather Portfolios Than Rio Tinto Rio Tinto's Mongolian Friction Threatens Long-Term ROI Rio Tinto: Up A Lot, Still A Good Outlook
franckreporter/iStock via Getty Images Just over a quarter century ago, the dawn of the 21st century was fast approaching. The markets were in the last stages of the Internet Boom and trading at extreme valuation levels viewed via a historical lens. The country was going through a major technology paradigm shift with the birth of the internet which triggered a huge productivity boom. A surge of te...
franckreporter/iStock via Getty Images Just over a quarter century ago, the dawn of the 21st century was fast approaching. The markets were in the last stages of the Internet Boom and trading at extreme valuation levels viewed via a historical lens. The country was going through a major technology paradigm shift with the birth of the internet which triggered a huge productivity boom. A surge of tech spending was powering both equities and the U.S. economy. Shiller PE Ratio (Multpl) The subsequent Internet Bust that would play out over two and a half years will slash the value of the NASDAQ by some 80% from peak to trough. The S&P 500 fell by over 40%. Flash forward to today. The markets have been powered for over three years primarily by performances from the Magnificent Seven. NVIDIA Corporation ( NVDA ) has a $4.3 trillion market capitalization. This is higher than the annual GDPs of either France or the U.K. The AI Revolution is the first true major technology paradigm shift since the birth of the internet. The economy and markets are being powered by the huge surge on capex spending building out AI infrastructure. Once again, equities are trading at very dear levels that haven't been seen since just before the Internet Bust. GuruFocus However, there are several significant differences between the Internet Boom and AI Revolution. Here are three major divergences between the two eras. #1 - Useful Life Of Key Asset Compared to the AI ecosystem, going ' online ' in the 1990s was relatively easy and inexpensive. A business built a website, purchased and configured some servers, and connected to the network. The relative cost and time to market was much greater than it was today. Almost every small business now from the local bar or barber has a website and a social media presence without hiring software programmers or network engineers. Internet Network Diagram (Edrawmax) The main infrastructure asset in the buildout of the internet largely involved the laying thousa...
Readers on the Tourette syndrome campaigner John Davidson’s tic during the awards ceremony and the aftermath I don’t think anger should be aimed at the BBC for broadcasting the N-word ( I was at the Baftas – and while hearing the N-word was unsettling, all anger should be aimed at the BBC, 25 February ). As the mother of a mixed-race teenager with Tourette syndrome, I cannot express how sad I am t...
Readers on the Tourette syndrome campaigner John Davidson’s tic during the awards ceremony and the aftermath I don’t think anger should be aimed at the BBC for broadcasting the N-word ( I was at the Baftas – and while hearing the N-word was unsettling, all anger should be aimed at the BBC, 25 February ). As the mother of a mixed-race teenager with Tourette syndrome, I cannot express how sad I am that taking offence at a tic has been justified. My son’s education has been derailed – a teacher took offence at a tic (eye rolling) and he was so humiliated that he left the school. Controversially, I disagree that the N-word should have been edited out in the BBC broadcast. We need to understand the implications of finding someone’s disability offensive. Continue reading...
gece33 Brent crude ( CL1:COM ) could surge into the $100-$120 range if the current Middle East conflict extends beyond three weeks, according to J.P. Morgan Global Commodities Research. The warning comes as the Strait of Hormuz—the world’s most critical oil chokepoint—saw vessel transit slow to a near standstill on Sunday following a major joint military offensive by the United States and Israel a...
gece33 Brent crude ( CL1:COM ) could surge into the $100-$120 range if the current Middle East conflict extends beyond three weeks, according to J.P. Morgan Global Commodities Research. The warning comes as the Strait of Hormuz—the world’s most critical oil chokepoint—saw vessel transit slow to a near standstill on Sunday following a major joint military offensive by the United States and Israel against Iran. “If the conflict lasts more than three weeks, GCC oil producers would exhaust storage capacity and would be forced to shut in production,” Natasha Kaneva, head of Global Commodities Research at J.P. Morgan, noted, describing the disruption as “the first near-complete halt in its modern history.” J.P. Morgan expected an “immediate repricing of geopolitical risk rather than a measured response to fundamentals,” with Brent crude ( CL1:COM ) likely to gap higher into the $80-85 per barrel range from Friday’s $73 close. The strategist anticipated this move will reset the 12-month tail into the low-$70s and steepen backwardation to $10-15 per barrel from roughly $5 at Friday’s close. The research team also observed that Iran has so far spared major oil infrastructure in the region, focusing retaliatory strikes on military and strategic targets instead. Export flows through the Strait of Hormuz have collapsed from a typical run rate near 16M barrels per day to roughly 4M barrels per day, as “shipping, trading, and insurance markets have effectively begun to self-restrict transits,” according to J.P. Morgan. Major shipping lines, including Maersk ( AMKBY ), Hapag Lloyd ( HPGLY ), and CMA CGM, have suspended Hormuz transits, while war-risk insurance rates could rise by up to 50%. Kaneva estimated Gulf producers have approximately 343M barrels of onshore crude storage capacity, providing about 25 days of operations before mandatory production shut-ins would be required. J.P. Morgan analysts believe the ultimate goal of the U.S.-Israeli operation is not to change the regi...
Wang Yi. Photo: VCG China’s top diplomat urged an immediate halt to military operations in the Middle East after U.S. and Israeli strikes on Iran, warning that the attacks risk igniting a broader regional war. Foreign Minister Wang Yi held urgent telephone calls Monday with his counterparts from Iran, Oman and France as tensions escalated. In his call with Iranian Foreign Minister Abbas Araghchi, ...
Wang Yi. Photo: VCG China’s top diplomat urged an immediate halt to military operations in the Middle East after U.S. and Israeli strikes on Iran, warning that the attacks risk igniting a broader regional war. Foreign Minister Wang Yi held urgent telephone calls Monday with his counterparts from Iran, Oman and France as tensions escalated. In his call with Iranian Foreign Minister Abbas Araghchi, Wang was told that the U.S. had launched the attacks while negotiations were still under way and had achieved what Araghchi described as “positive progress,” according to a statement from China’s Foreign Ministry. Araghchi said the U.S. move violated international law and crossed Iran’s “red lines,” leaving Tehran with no option but to defend itself.
A secondary school student responds to Reform UK’s plan to create an ICE-style agency to deport thousands of people Zia Yusuf, Reform UK’s new home affairs spokesperson, has said that he will secure Britain’s borders to make us feel safe ( 22 February ). My response, as a classmate of immigrants, a friend of immigrants and the child of immigrants, is that it is not immigrants who make me feel unsa...
A secondary school student responds to Reform UK’s plan to create an ICE-style agency to deport thousands of people Zia Yusuf, Reform UK’s new home affairs spokesperson, has said that he will secure Britain’s borders to make us feel safe ( 22 February ). My response, as a classmate of immigrants, a friend of immigrants and the child of immigrants, is that it is not immigrants who make me feel unsafe, it is the idea that my friends who have lived here nearly their whole lives could face deportation. It is the idea that my friends will face harassment and abuse because they don’t look or sound “British”. I am scared, and my friends are scared, of politicians who have the power to break up our communities and don’t seem to view us as people. Immigrants aren’t villains – they are our doctors and nurses, our restaurant owners and shopkeepers, our teachers and friends and families. Continue reading...
Transparency on how our money is spent is essential to maintain confidence in the workings of the state, says Dan Owen . Plus letters from Katheryne Schulz and Bernard Harper Public trust depends on rigorous oversight of how taxpayer money is spent. When publicly funded institutions allow office holders to charge personal services to expenses, it raises serious questions about accountability and p...
Transparency on how our money is spent is essential to maintain confidence in the workings of the state, says Dan Owen . Plus letters from Katheryne Schulz and Bernard Harper Public trust depends on rigorous oversight of how taxpayer money is spent. When publicly funded institutions allow office holders to charge personal services to expenses, it raises serious questions about accountability and public office. Andrew Mountbatten-Windsor charging his massage services on expenses while a trade envoy is utterly shocking ( Report, 23 February ). Clear rules, full transparency and repayment, plus punishments for malfeasance where costs fall outside the public interest, are essential to maintaining any basic minimum of confidence in the working of the state. Taxpayers should not bear the burden of private benefits, and institutions that rely on public funding should lead by example in rectifying and calling back questionable expenditures. Continue reading...