Arsenal meet Brighton with their sights set on reaching a second semi-final while Tottenham could be facing Chelsea at just the right time Riding high after their Champions League quarter-final win over Chelsea, Arsenal are ready to push on in the FA Cup. The WSL title may be almost certainly out of sight following Manchester City’s impressive victory over Manchester United, but the chance to go f...
Arsenal meet Brighton with their sights set on reaching a second semi-final while Tottenham could be facing Chelsea at just the right time Riding high after their Champions League quarter-final win over Chelsea, Arsenal are ready to push on in the FA Cup. The WSL title may be almost certainly out of sight following Manchester City’s impressive victory over Manchester United, but the chance to go for a European and domestic cup double is very much there. Brighton stand in the way of securing a second cup semi-final within six days. Last weekend Dario Vidosic’s side earned a first WSL win since their 23 January defeat of Everton, securing a 1-0 win over bottom-placed Leicester. The Seagulls sit sixth in the WSL, eight points behind Tottenham and only ahead of London City Lionesses on goal difference. They are seven points off of last season’s total with four games remaining. However, those four games are against Manchester City, Manchester United, Arsenal and Spurs and inconsistency has blighted their campaign. The hope will be that they face a tired Arsenal after their Champions League exploits, with the 1-0 second-leg defeat to Chelsea a frantic and exhausting match. That is perhaps an ambitious ask given the depth at Arsenal’s disposal and the form they are in, Wednesday night’s inconsequential defeat being their first loss since 21 January. Continue reading...
A distant relative found a family link to the football prodigy, as they are both related to George Male, the first player to win six English top-flight titles Dave Male could have had no idea that his decision to attend a match while he was on holiday in Spain two years ago would uncover a remarkable family link to one of English football’s brightest young prospects. The retired teacher was stayin...
A distant relative found a family link to the football prodigy, as they are both related to George Male, the first player to win six English top-flight titles Dave Male could have had no idea that his decision to attend a match while he was on holiday in Spain two years ago would uncover a remarkable family link to one of English football’s brightest young prospects. The retired teacher was staying just down the road from the Pinatar Arena in Murcia and went along to watch England Under-16s in a friendly against Italy. “I was looking at the team sheet and that’s when the name Dowman hit me straight away,” Male recalls. On the pitch that day was a 14-year-old Max Dowman, already standing out as England claimed a 2-1 victory. But for Male, it wasn’t just the performance that caught his attention. It was his name. Male, a keen genealogist, recognised it instantly from his own family history. Continue reading...
Goalkeeper on representing Israel, learning from Manuel Neuer at Bayern and targeting an FA Cup upset A few days after returning from international duty, there is only one place to start with Daniel Peretz: his pride at representing Israel during the unsettling and tense backdrop of war and geopolitical conflict. His excitement at facing Arsenal in the FA Cup quarter-finals can wait. Almost all of...
Goalkeeper on representing Israel, learning from Manuel Neuer at Bayern and targeting an FA Cup upset A few days after returning from international duty, there is only one place to start with Daniel Peretz: his pride at representing Israel during the unsettling and tense backdrop of war and geopolitical conflict. His excitement at facing Arsenal in the FA Cup quarter-finals can wait. Almost all of his family are in Tel Aviv, where wailing air raid sirens have become a staple of the mood music. “Unfortunately, it has become a bit of a routine,” says the Southampton goalkeeper, who is on loan from Bayern Munich. When they sound, his loved ones head to the nearest bunkers and safe rooms. “It’s not always easy to do this separation in life and you are worried a lot about what’s happening,” he says. “But they are always following the instructions and I’m always in touch with them. We speak regularly to check everything is OK. Continue reading...
The United Arab Emirates has begun retaliating against Iran’s incessant air strikes on its industrial infrastructure by squeezing the economic lifeline it has long extended to the sanctions-bound Islamic Republic. Rather than taking sweeping measures that would signal an escalation beyond its purely defensive posture, the UAE this week quietly banned most Iranians from entering the country or tran...
The United Arab Emirates has begun retaliating against Iran’s incessant air strikes on its industrial infrastructure by squeezing the economic lifeline it has long extended to the sanctions-bound Islamic Republic. Rather than taking sweeping measures that would signal an escalation beyond its purely defensive posture, the UAE this week quietly banned most Iranians from entering the country or transiting its airports. The UAE is home to more than half a million Iranians, many of whom are...
The Nebula P1 goes anywhere you can find a power source. The Soundcore Nebula P1 from Anker isn't the most portable Google TV projector I've ever reviewed, nor is it the brightest. It doesn't even have a built-in battery. Instead it's a decent video device that focuses on sound. The Nebula P1's standout feature is a pair of speakers that detach to create true left- and right-channel separation. It...
The Nebula P1 goes anywhere you can find a power source. The Soundcore Nebula P1 from Anker isn't the most portable Google TV projector I've ever reviewed, nor is it the brightest. It doesn't even have a built-in battery. Instead it's a decent video device that focuses on sound. The Nebula P1's standout feature is a pair of speakers that detach to create true left- and right-channel separation. It sounds much better than typical all-in-ones like the supremely portable TCL PlayCube , Xgimi MoGo , or Anker's popular Capsule projectors. I've been testing the $799 (currently on sale for $639) Nebula P1 as I travel around the European countryside in my van. It's not my favorite portable projector, but … Read the full story at The Verge.
KanawatTH/iStock via Getty Images Blue Owl Capital: Are we (finally) at peak redemptions? I truly feel sorry for you, if you are a private credit investor, or if you invest in one of the alternative asset managers like Blue Owl Capital Inc. ( OWL ), with a relatively large direct lending portfolio. As a reminder, direct lending fees accounted for >60% of the company's total adjusted revenue for 20...
KanawatTH/iStock via Getty Images Blue Owl Capital: Are we (finally) at peak redemptions? I truly feel sorry for you, if you are a private credit investor, or if you invest in one of the alternative asset managers like Blue Owl Capital Inc. ( OWL ), with a relatively large direct lending portfolio. As a reminder, direct lending fees accounted for >60% of the company's total adjusted revenue for 2025, definitely not an immaterial ratio by any measure. Then when you add in the software forest fire into the mix, where investors believe that the industry is now ripe for disruption, it's really a case of a double whammy. One that might just push the stock into a capitulation zone if we have another redemption event-related selloff that could test the conviction of the diamond hands still standing. OCIC April 2026 shareholder letter (Blue Owl Capital) To which, I guess I do not have to remind you that I think we just had this particular redemption event that happened on Thursday, and it was reported all over the financial media. Well, in case you missed it, you can refer to the shareholder letter that Blue Owl Credit Income Corp., or OCIC, issued to its investor class. The under-fire asset manager has been facing a deluge of headwinds since the start of the year, which I also explained in my previous OWL write-up . I rated the stock as a hold back then, as I wanted to assess whether we could get to what I thought was an optimal buy level with a massive washed-out bottom of sorts. And based on what I’ve observed, I think we might just get one right now. Back then, I indicated how Blue Owl Capital had been facing issues with OBDC II. Private credit hit by massive quarterly redemptions Private credit investor redemption requests (The Wall Street Journal) But, as we know, the widespread redemption requests aren’t just limited to OWL’s vehicles, but have also battered the whole industry. For OCIC, the situation obviously couldn’t have been worse, but not unexpected, right? Whi...
Jonathan Kitchen/DigitalVision via Getty Images As Q1 2026 comes to a close, we follow up on an article we published last week on buybacks by analyzing corporations' other favorite way to return value to shareholders. The percentage of companies increasing dividends in Q1 was the highest level since Q1 2019 (45%). With 41% of dividend announcements denoting an increase, Q1 2026 tied with levels se...
Jonathan Kitchen/DigitalVision via Getty Images As Q1 2026 comes to a close, we follow up on an article we published last week on buybacks by analyzing corporations' other favorite way to return value to shareholders. The percentage of companies increasing dividends in Q1 was the highest level since Q1 2019 (45%). With 41% of dividend announcements denoting an increase, Q1 2026 tied with levels seen in Q1 2025 and Q1 2022. This suggests boardrooms are still optimistic about cash flows in 2026, as they enter the year with stronger balance sheets and positive earnings forecasts. Global Dividend Changes: A High Hike-Percentage in Q1 2026 Source: Wall Street Horizon More dividend payouts mean investment teams need to adjust stock prices to reflect these corporate actions properly in order to conduct time-series analysis. TMX’s Price Adjustment Curve (PAC) provides price adjustments applicable down to tick-level prices or even orders, and below you can see the number of recorded adjustments for North American dividends have been steadily increasing. Q4 2025 recorded 17,229 such price adjustments, the largest quarterly tally in our five years of data. Q1 2026 ended with 13,137 price adjustments, the third largest amount. Source: TMX Datalinx, Price Adjustment Curve A Dividend Divide: Large-Cap Confidence vs. Small-Cap Restraint? Large Caps While corporate confidence appears resilient among the world's largest giants, a deeper look at the data reveals a growing divide between the mega-cap leaders and smaller, more cautious firms. The start of 2026 has been marked by a show of strength from global heavyweights. The most notable hikes this year have been from industry titans such as Taiwan Semiconductor ( TSM ), AstraZeneca ( AZN ), HSBC Holdings ( HSBC ), and Verizon ( VZ ). For these companies, the message seems to be, "We have more cash than we know what to do with, and we are confident in the year ahead." Companies with market capitalizations over $10B (large cap) and $2...
Two people in police custody after a fatal incident in Cudworth area on Friday evening Two people have been arrested on suspicion of murder after a man died after a collision in the Cudworth area of Barnsley. Emergency services responded to reports of a collision between a Volkswagen Touareg and a pedestrian on Rose Tree Avenue about 4.55pm on Friday, South Yorkshire police said in a statement. Co...
Two people in police custody after a fatal incident in Cudworth area on Friday evening Two people have been arrested on suspicion of murder after a man died after a collision in the Cudworth area of Barnsley. Emergency services responded to reports of a collision between a Volkswagen Touareg and a pedestrian on Rose Tree Avenue about 4.55pm on Friday, South Yorkshire police said in a statement. Continue reading...
Iran on Saturday executed two men convicted of membership in a banned opposition group and carrying out disruptive actions aimed at overthrowing the Islamic Republic, the judiciary said. The executions were the latest in a series targeting members of the banned People’s Mojahedin Organisation of Iran (MEK), after four other convicted members of the group were put to death earlier in the week. They...
Iran on Saturday executed two men convicted of membership in a banned opposition group and carrying out disruptive actions aimed at overthrowing the Islamic Republic, the judiciary said. The executions were the latest in a series targeting members of the banned People’s Mojahedin Organisation of Iran (MEK), after four other convicted members of the group were put to death earlier in the week. They also come against the backdrop of Iran’s war with the United States and Israel, sparked by...
Jonathan Kitchen/DigitalVision via Getty Images Investment summary My previous investment thought on Kuaishou Technology ( KUASF ) was a buy rating because revenue growth remains robust across key segments, even in live streaming. The AI growth driver was also becoming meaningful. However, as much as the Q4 quarter itself was solid, the near-term setup has clearly worsened. Management’s 2026 guida...
Jonathan Kitchen/DigitalVision via Getty Images Investment summary My previous investment thought on Kuaishou Technology ( KUASF ) was a buy rating because revenue growth remains robust across key segments, even in live streaming. The AI growth driver was also becoming meaningful. However, as much as the Q4 quarter itself was solid, the near-term setup has clearly worsened. Management’s 2026 guidance now points to slower growth, lower margins, and a meaningful decline in adj. earnings as AI capex rises sharply. I still think the long-term story is intact, but the near-term setup is poor here. 4Q25 earnings review The quarter itself was solid . Total revenue grew 12% y/y, with all segments contributing. In online marketing services [OMS], revenue grew 15% y/y, while other services, which are mainly e-commerce-related, grew 28% y/y. For e-commerce, GMV grew 13% y/y. Unlike Q3, live streaming was the weak spot, with revenue down 2% y/y. Nonetheless, topline growth did flow through to profits. Gross profit grew almost in line with revenue growth, at 14% y/y, but on an adjusted basis, net income was up 16% y/y to RMB5.46 billion. The quarter was fine, but the near-term setup isn’t great The reason why I downgrade KUASF to hold is because the near-term setup has gotten worse. Management guided 2026 revenue growth of 4% to 4.5%. Within that, OMS is expected to grow just 6% to 6.5%, live broadcasting to decline 6.5%, and other services to grow 15%, with e-commerce up in the high single digits. Adj. earnings is guided to RMB17 billion to RMB17.5 billion, which implies an 11% to 11.5% net margin and a 15% to 18% y/y decline. Importantly, capex is expected to swell from RMB14.9 billion in 2025 to RMB26 billion in 2026. This changes the equity narrative in a huge way. Back in my Q3 update, the narrative was bullish because revenue growth was improving, live streaming had stabilized, and AI was mostly being framed as a monetization and margin support story. While I did flag high...