FBI Raids 'Ground Zero' Fulton County Election Office In 2020 Voter Fraud Probe The FBI has raided a Fulton County, Georgia election hub that was 'ground zero' for voter fraud concerns in the 2020 election, Fox News reports. Agents could be seen entering the Fulton County Election Hub and Operation Center, a new facility which opened in 2023 - and was designed to streamline their election process (we're sure!). According to the report , it was not immediately clear what the FBI agents were investigating, just that it's related to the 2020 US election . In December , news broke that tabulation tapes in Fulton County were not signed, affecting 315,000 votes. After Secretary of State Brad Raffensperger tried to reassure voters that "Georgia has the most secure elections in the country," Republicans questioned him... “If only Georgia had an official responsible for preventing clerical errors that undermine election integrity. Is there anyone in Georgia who has that job, Brad?” said Lt. Gov. Burt Jones, who is running for governor. US Rep. Mike Collinns, who is running for Senate, said he was "tired of empty words from weak leaders," adding "Turns out over 300,000 early votes in the 2020 election were illegally certified but still included in the final results." Earlier this month, President Donald Trump sought a $6.26 million reimbursement for legal fees stemming from his now-dismissed election interference case. Breaking news, check back for more updates... Tyler Durden Wed, 01/28/2026 - 13:15

Consider adding these three high-quality REITs to your portfolio. Which is the better investment: the S&P 500 index or real estate investment trusts (REITs)? Admittedly, it's complicated. Over longer time frames, REITs have outperformed the S&P 500. For example, over 25 to 52 years, REITs have generated annual returns in the 11% to 12% range, whereas the S&P 500 has delivered annualized returns in the high single digits. However, over the past decade, the S&P 500 has been the stronger performer. That said, beyond total returns, REITs typically have lower volatility than the broader stock market. Furthermore, certain REIT subgroups have outperformed the broad market. Hence, it may pay to include a few high-quality REITs within a diversified long-term portfolio. Three strong examples are Realty Income (O 0.86%), Prologis (PLD 0.91%), and Simon Property Group (SPG +0.18%). Realty Income pays dividends monthly and has a 32-year track record of dividend growth Realty Income offers many of the attributes of a typical REIT. Namely, this retail REIT, which owns over 15,500 properties across the U.S. and Europe, places great focus on dividends and dividend growth. Expand NYSE : O Realty Income Today's Change ( -0.86 %) $ -0.53 Current Price $ 60.40 Key Data Points Market Cap $56B Day's Range $ 60.30 - $ 61.16 52wk Range $ 50.71 - $ 61.95 Volume 122K Avg Vol 6.5M Gross Margin 48.14 % Dividend Yield 5.29 % Making dividend payments monthly instead of quarterly, Realty Income is a strong choice for investors seeking to generate steady income from their portfolio. In terms of dividend growth, Realty Income has increased its payouts annually for over three decades. At current prices, this REIT has a forward yield of around 5.3%, with dividends increasing by an average of 3.5% annually over the past decade. For conservative investors seeking steady returns, this REIT is a top choice. Prologis is a leader in its niche, with a strong dividend and growth track record Prologis, an indu...

Deutsche Bank AG and its asset manager DWS Group are considering taking a significant minority stake in a Fosun International Ltd. -controlled life insurance consolidator, people familiar with the matter said, potentially marking the German lender’s return to the market. The bank and DWS could inject fresh capital into Frankfurter Leben Gruppe to become a shareholder, the people said, asking not to be identified because the information is private. Frankfurter Leben now manages about 700,000 insurance contracts with an investment portfolio of around €13 billion ($15.5 billion). With the backing of Deutsche Bank and DWS, Frankfurter Leben could pursue a more ambitious acquisition strategy and potentially resume writing new life insurance policies, the people said. Zurich Insurance Group AG ’s German life insurance portfolio, which has about $20 billion in assets and is being put up for sale , could be among the potential targets for Frankfurter Leben, some of the people said. Other life insurance portfolios that are available in the market include the so-called Condor portfolio owned by R+V Versicherung , the people said. Athora Holding Ltd. , backed by Apollo Global Management Inc. , is considering selling its German unit after struggling to win sizable business in the market, Bloomberg News reported earlier this month. Deliberations are ongoing and there’s no guarantee a deal would take place, the people said. Representatives for Deutsche Bank, DWS and R&V declined to comment, while Fosun didn’t immediately respond to a request for comment outside of Hong Kong business hours. For Deutsche Bank, a return to life insurance would mark an about-face after it exited the business entirely about a decade ago, selling its Abbey Life unit to Phoenix Life In 2002, the largest German lender also sold its domestic life insurance operations, known as Deutscher Herold, to Zurich Insurance — the same portfolio the Swiss company is considering selling. DWS has for some time explore...

(RTTNews) - The major European markets closed on a weak note on Wednesday with investors mostly making cautious moves, reacting to the most recent developments on geopolitical and trade fronts, and awaiting the Federal Reserve's policy announcement and the Fed Chair Jerome Powell's comments. Investors assessed the EU-India trade deal, and weighed European Central Bank official Martin Kocher's comments that the central bank might start cutting rates if Euro surges higher. Mining stocks gained some ground as gold and sliver rose to fresh record highs. Some buying was seen in the energy sector as well. The pan European Stoxx 600 fell 0.68%. Germany's DAX closed 1.38% down, while the U.K.'s FTSE and Germany's DAX ended down by 0.47% and 0.53%, respectively. Switzerland's SMI finished with a loss of 1.46%. Other markets in Europe closed mixed. Belgium, Denmark, Finland, Netherlands, Spain and Sweden ended weak. Czech Republic, Greece, Iceland, Norway, Poland, Russia and Turkiye closed higher, while Austria, Ireland and Portugal ended flat. In the UK market, Endeavour Mining and Metlen Energy & Metals both climbed 4.3%. Scottish Mortgage gained 2.1%. Scottish Mortgage, Persimmon, Centrica, DCC, Coca-Cola Europacific Partners, Bunzl, Legal & General, Kingfisher, Ashtead Group and Prudential gained 1.5% - 2%. Burberry Group closed lower by 4.7%. Smiths Group ended 3.3% down. AstraZeneca, Rolls-Royce Holdings, Airtel Africa, Rentokil Initial, GSK, Experian, Halma, JD Sports Fashion, Hiscox, Melrose Industries and Barclays lost 2% -3%. In the German market, Daimler Truck Holding, Infineon, Brennta and Vonovia gained 2% - 3.5%. Deutsche Telekom, E.ON, Volkswagen, Mercedes-Benz, Deutsche Boerse and Allianz posted moderate gains. Fresenius lost 3.7%, Bayer ended down by about 3%, and MTU Aero Engies drifted down 2.5%. Deutsche Bank, Gea Group, Heidelberg Materials, Qiagen, Adidas and Siemens Healthineers also declined sharply. In the French market, STMicroElectronics rallied mor...

PM Images The White House is expected to launch TrumpRx, its newly announced direct-to-consumer platform for pharmaceutical products, on Friday, backed by the recent pricing deals the Trump administration signed with leading drugmakers, according to MS Now. Citing two White House officials, the media outlet reported that the Trump administration is ready to launch the site following a demonstration at South Court Auditorium of the Eisenhower Executive Office Building. After reaching a drug pricing deal with Pfizer ( PFE ) in September, the White House unveiled TrumpRx to offer brand-name prescription medicines at sharply discounted prices for cash-paying customers. As part of the deal, the New York-based pharma giant agreed to offer discounts ranging from 50% to 85% for some of its blockbuster medicines, including its arthritis drug Xeljanz, in exchange for a three-year tariff reprieve and additional investments in the U.S. Several other pharma majors, including Eli Lilly ( LLY ), Novo Nordisk ( NVO ), AstraZeneca ( AZN ), EMD Serono of Germany's Merck KGaA ( MKGAF ), and AbbVie ( ABBV ), also agreed to offer some of their products on TrumpRx following similar drug pricing deals with the administration. More on leading drugmakers Novo Nordisk: Investors May Be In For An Earnings Surprise Pfizer: The Great Healthcare Plan Does Not Change My Bullish Stance Novo Nordisk: The Q4 Setup Favors Another Beat (Earnings Preview) Eli Lilly inks a gene-editing deal worth up to $1.12B with Seamless Novo ad spend for GLP-1s doubles that of Lilly in the U.S.: Reuters

Earnings Call Insights: General Dynamics Corporation (GD) Q4 2025 Management View Chairperson & CEO Phebe Novakovic highlighted fourth quarter earnings of $4.17 per diluted share on revenue of $14.379 billion, operating earnings of $1.452 billion, and net earnings of $1.143 billion. Novakovic stated that “revenue is up 7.8% and operating earnings are up 2%” year-over-year, emphasizing the strong sequential gains across all financial measures and noting, “the sequential comparisons are quite attractive.” She also underscored that “both revenue and operating earnings were up for each of the segments, led by Marine Systems and Aerospace.” Novakovic described Aerospace as having “continuing strong demand for Gulfstream aircraft, overall strength in Gulfstream service business and continued growth and performance improvement at Jet Aviation.” She reported the delivery of 158 new aircraft, with the G700 and G800 models driving increased demand. On the defense side, Novakovic cited “robust order intake” in Combat Systems, particularly in munitions and European Land Systems, and described Marine Systems as experiencing “exceptional revenue growth,” with a focus on submarine programs and Electric Boat. President Danny Deep explained the $104 million decrease in Aerospace operating earnings was mainly due to three fewer G600 deliveries, lower favorable settlements, higher overhead, and the imposition of tariffs. However, Deep noted, “earnings for the G800 more than replaced the G650 earnings … The G700 also experienced higher earnings despite 2 fewer deliveries.” Deep provided details on key Combat Systems awards, including “over $4 billion for our EAGLE tactical vehicles” in Germany, $600 million in Norway and the UK for bridges, and $640 million in Canada for light armored and logistics vehicles. Senior VP & CFO Kimberly Kuryea said, “Our order activity and backlog continued to be a strong story and a highlight for us in 2025,” reporting a company-wide book-to-bill ratio of...

This article first appeared on GuruFocus. OpenAI's next funding round is ballooning fast, and now it looks like some of the biggest names in tech want back in. According to CNBC, Nvidia (NASDAQ:NVDA) and Microsoft (NASDAQ:MSFT) are considering joining the new raise, alongside Amazon (NASDAQ:AMZN), which had already been linked to the deal. If it comes together, the round could hit $50 billion or more and value OpenAI above $800 billion. That's a staggering number for a private company, but it reflects just how central OpenAI has become to the AI ecosystem. Previous backer SoftBank (SFTBY) is also expected to be involved again, though none of the companies commented publicly. The timing lines up with CEO Sam Altman reportedly spending time in the Middle East earlier this month, talking to potential investors about raising more capital. Training and running frontier AI models is wildly expensive, and OpenAI is clearly trying to lock in enough funding to stay ahead. Zooming out, this isn't happening in a vacuum. Rival Anthropic has just closed a massive funding round of its own, reportedly valuing it around $350 billion. Together, these raises show how the AI race is turning into a full-blown capital arms race.

格隆汇1月29日｜“美联储传声筒”Nick Timiraos表示，在这次悬念不大的会议结果中，美联储理事沃勒的投票立场可能会受到格外关注。沃勒是特朗普考虑接替鲍威尔出任美联储主席的候选人之一。若投票支持降息（这与特朗普此前表态相一致，即他不会选择任何反对其降息要求的人选）可能使他原本希望不大的竞争前景得以延续；若随大多数官员一道投票维持利率不变，则可能强化其作为独立声音的形象，但也可能因此失去这一职位。

格隆汇1月29日｜谷歌同意就与蜂窝数据处理相关的集体诉讼达成和解协议，谷歌将支付1.35亿美元作为集体诉讼和解的一部分。

Jan. 28, 2026, 12:12 p.m. CT Amazon will close all of its Amazon Go Stores and Amazon Fresh stores, including one Tennessee location. The retail giant announced the mass closure of all Amazon Fresh and Amazon Go stores on Jan. 27, according to the press release. More than 70 stores, including the Amazon Fresh grocery warehouse (pickup and storefront) at 410 Harding Industrial Drive in Nashville, will close Feb. 1. An Amazon customer representative confirmed on Jan. 28 that the Nashville Amazon Fresh storefront in the warehouse will close as part of the mass shutdowns. Customers will still be able to buy groceries online with Amazon Fresh for delivery, despite the physical closures, according to the release. "After a careful evaluation of the business and how we can best serve customers, we've made the difficult decision to close our Amazon Go and Amazon Fresh physical stores, converting various locations into Whole Foods Market stores," the Amazon press release reads. Amid the closures, Amazon has pledged to open more than 100 new Whole Foods locations, according to the company. When is Amazon closing its Fresh and Go stores? The last day of operation for Amazon Fresh and Amazon Go stores is Feb. 1, according to an Amazon statement obtained by USA TODAY. The exception to this is locations in California, which will remain open a bit longer to comply with state regulations. Where is Amazon opening new Whole Foods? As of Jan. 27, Amazon did not have details to share about the exact number of Whole Foods Markets that would open in the coming years, or where. How many Whole Foods locations are there in Tennessee? There are eight Whole Foods locations across the Volunteer State. No information is available yet as to whether Tennessee may get more Whole Foods stores as part of the upcoming grocery store chain expansion. 301 Manufacturers Road, Chattanooga 1814 Gunbarrel Road, Chattanooga 6730 Papermill Drive, Knoxville 4021 Hillsboro Pike, Nashville 1202 Broadway, Nashvill...

中国科学院今天(29日)介绍，我国科学家成功研制出最新款“中国牌”晶体——氟化硼酸铵(ABF)晶体，首次实现直接倍频真空紫外激光158.9纳米输出，将在精密制造、前沿科研等领域发挥重要战略作用，相关成果今天(29日)在国际学术期刊《自然》发表。(央视新闻) 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

Sharp swings in the dollar are starting to seep into the Treasury bond market, a warning sign that a weak greenback has the potential to push interest rates higher. In late US trading on Tuesday and again Wednesday, swings in the value of the dollar drew reaction from the government bond market. That came in stark contrast to its indifference over the previous week as the Bloomberg dollar index fell more than 2.5% to the lowest level in nearly three years. The dollar tumbled late Tuesday after US President Donald Trump said he wasn’t concerned with the currency’s decline, which was principally against the yen. It rallied on Wednesday after Treasury Secretary Scott Bessent denied that the US was acting on behalf of the Japanese currency. Long-maturity Treasury yields rose sharply as the dollar fell, and they eased as the greenback later rebounded. The moves reflect the potential for currency devaluation to eventually become inflationary, an implicit rebuke to an administration that says it’s committed to lowering borrowing costs. “The fate of the US bond market, especially the long-term sector, is tied to the dollar,” said George Goncalves , head of US macro strategy at MUFG Securities Americas Inc. “It is counterproductive if dollar weakness becomes inflationary” at a time when yields are high enough in countries including Japan to entice domestic investors. Long-term inflation-protected Treasuries outperformed as yields rose, and trailed as they declined, another sign that the dollar moves were being viewed chiefly as a potential inflation catalyst. In Tuesday’s dollar selloff, Treasuries cheapened relative to interest-rate swaps, an indication that bonds were being unloaded, and gauges of long-dated rates volatility picked up based on related options activity. The yield increases were for now largely confined to long-maturity Treasuries, driving the 30-year about seven basis points higher relative to the two-year, the biggest increase in a day in several months. S...

While municipal bonds have gotten increasingly expensive this year, money managers say that long-dated US state and local debt — often eschewed by investors — still look appealing. For the first three weeks of 2026 funds investing in long-term munis pulled in more than $800 million each week, according to LSEG Lipper Global Fund Flows data. That followed four straight weeks of outflows at the end of last year. “Even with early‑year volatility — driven by heavy new issuance and a bump in Treasury yields — longer maturities continue to deliver some of the most attractive tax‑adjusted yields in fixed income,” said Luis Alvarado , vice president of global investment strategy at the Wells Fargo Investment Institute. Benchmark 30-year munis offer about 1.6 percentage points more yield than 10-year munis — the highest level since 2013, according to data compiled by Bloomberg. The steep curve is offering “the ability to lock in yields that we haven’t seen for decades,” said Cynthia Clemson, co-head of municipals and a portfolio manager at Morgan Stanley. Uncertainty around federal policy and inflation have made investors more comfortable remaining in shorter maturities, according to Clemson, adding that “long bonds are cheap for a reason.” AllianceBernstein recommends investing in muni bonds with 15 years and longer maturities, but also suggests investors who are worried about interest-rate volatility pair them with shorter term muni bonds or US Treasuries. “This will have the effect of reducing the overall interest-rate risk of the portfolio,” the firm said in a Monday note to clients. Wells Fargo’s Alvarado said investors can pick up incremental yield in bonds maturing in 7 to 19 years. This segment is increasingly being targeted as a way to lock in income while limiting exposure to the higher volatility that can hit bonds with maturities beyond 20 years if the Federal Reserve pivots to pause interest-rate cuts due to sticky inflation, he added. Demand for long-dated debt...

Canadian self-driving startup Waabi has raised $1 billion in financing with plans to expand from autonomous trucking to robotaxis with Uber. Waabi CEO Raquel Urtasun joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)

Wedbush Securities分析师称， 苹果 公司的人工智能（AI）计划将是该公司季度财报电话会议上的一大焦点，该公司正寻求改进Siri以推动其AI战略，并选择 谷歌 的Gemini模型来支持新版本。 他们称，苹果公司最近还聘请了一位关键的AI研究员，并扩大了其硬件工程高级副总裁的职责范围，以涵盖设计工作。 这些分析师称，“现在是苹果公司制定蓝图以在2026年加速其AI战略的时候了，“并指出，他们认为管理层可以继续重新定位苹果公司，以在AI领域取得进展。 责任编辑：李桐

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Source: Bloomberg, 42:59

curraheeshutter/iStock via Getty Images BP ( BP ) and Shell ( SHEL ) are seeking U.S. licenses to develop natural gas fields that Trinidad and Tobago shares with Venezuela, Trinidad energy minister Roodal Moonilal said Wednesday, according to Reuters. Shell ( SHEL ) is attempting to secure a license to develop the Loran-Manatee discovery, the minister told reporters at the Indian Energy Week conference; the field holds ~10T cf of natural gas, with 7.3T cf on the Venezuela side of the maritime border with Trinidad . BP ( BP ) wants a license to develop the Cocuina-Manakin field, the minister also said, with the Venezuelan portion belonging to the idled Plataforma Deltana offshore gas project which has 1T cf of proven gas reserves. The Trump administration in October granted an authorization for Shell ( SHEL ) and Trinidad to develop the Dragon field, which holds one of Venezuela's largest deposits of natural gas; Moonilal said he hopes to start production at Dragon in Q4 2027 and that the field will produce 350M cf/day of gas. Trinidad is Latin America's largest liquefied natural gas exporter and one of the world's largest exporters of ammonia and methanol, but the Caribbean island's gas projects have progressed slowly in recent years due partly to frequent U.S. policy changes towards Venezuela. The Maduro government last year halted joint development of gas projects with Trinidad and Tobago, b ut following Maduro's capture this month, the U.S. is accelerating developments in the country's oil and gas sector. More on BP and Shell BP: Castrol Sale And Implications BP Selling A 65% Stake In Castrol Could Be A Great Move Shell: When The 'European Discount' Becomes An Opportunity

designer491/iStock via Getty Images Introduction Texas Instruments Incorporated ( TXN ) just reported its Q4 and full-year results , which weren’t particularly great; however, the guidance completely overshadowed the lackluster results, sending its shares up over 8% so far on the back of substantial growth in data center demand. I wanted to go through the numbers in more detail and give some comments regarding the outlook. The company is going to become very rich over the next year in terms of free cash flow, which will allow it to reward the shareholders handsomely, and the data center growth is just a bonus. It’s been a long time since I covered TXN for the first time, and the company returned around 29% since then, compared to The S&P 500’s ( SPY ) 64% during the same time. I gave it a Hold then, and I am sticking with the same rating now. By The Numbers Starting from the top, sales came in at around $4.42B, more or less in line with estimates ($20m miss). Let’s take a look at the revenue breakdown in more detail to see which segments outperformed. Analog revenue grew around 14% y/y to $3.615B for the quarter. Embedded processing saw its revenues grow around 8% y/y to $662m, and the other category declined 34%. Analog continues to drive the performance, as it is the best performer and the largest contributor by far. For the full-year performance, Analog grew a respectable 15% y/y to around $14B, Embedded grew 6% to $2.7B, and Other grew just around 3% to $979m. Let’s take a look at the company’s profitability for the quarter and the year also. Q4 GAAP EPS came in at around $1.27, missing consensus by around 4 cents. Gross margins came in at around 56%, which is down 150bps sequentially, and around 170bps compared to the same time last year. For the year, margins came in at around 57%, down 100bps y/y. Analog revenue segment performed the best in terms of operating profits as well, growing 17% y/y to $5.4B, while embedded saw its operating income contracting by 14...

Jinda Noipho/iStock via Getty Images Why Buy Now? UL Solutions ( ULS ) and its 'UL Mark' are considered the gold standard in testing and certification. I think of it as a company that provides services and products that we need (knowingly or not) and plays a vital role in ensuring the checks and balances we as a society require for the products we use or the services we consume are met and 'policed' in a way that is transparent and easily understandable. The result is a company that is very profitable, relatively immune to economic cycles, and very high quality. The share price has had an incredible run since its IPO in 2024, reaching a recent high of $91.95; however, it's taken a breather since then and seems to be consolidating around its current price in the mid $70s. This pullback has brought its valuation down to 20x EV/EBITDA, which I consider a fair point to enter, and I have started my investment journey with the company. Who is UL Solutions? UL Solutions is controlled by the nonprofit UL Standards and Engagement . It's been around since 1893. Their mission for over a century has been making the world safer, more secure, and more sustainable, and they've done it consistently with huge success and, in the process, have established a brand that is well recognized globally via its unmistakable 'UL Mark.' Fortunately for us, they listed the company in 2024 in order to raise funds to further their charitable mission; however, they remain a large shareholder and via ‘Class B’ shares retain control of the company. UL Solutions, the operating entity we can invest in, tests, inspects, and certifies various products and services via three main categories: Industrial, Consumer, and Software & Advisory. They operate in 91 laboratories in 27 countries and serve over 80,000 customers around the world in over 150 jurisdictions. In very simple terms, they verify that products and services actually do what they say on the box. Testing and inspection is their bread and butter...

Key Points Venu’s upcoming Q4 numbers should look healthy enough on their own. The concert venue operator, however, is making capitalization moves that will immediately undermine the stock’s value. This prospect probably isn’t a good fit for investors who can’t stomach the inherent risk and volatility of owning small companies that regularly need new cash to fund their growth. 10 stocks we like better than Venu › Based on nothing more than its preliminary fourth-quarter results released yesterday afternoon, shares of live-entertainment outfit Venu (NYSEMKT: VENU) should be holding their ground. Its estimated Q4 revenue is up from year-ago levels, reflecting growing ticket sales at a handful of its live-concert locales. CEO JW Roth even went as far as to say within the announcement, "I believe the Company will become operationally profitable by the end of 2026." Yet, as of 12:15 p.m. ET today, Venu stock is down 33%. What gives? Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » The other news also released after Tuesday's close is the likely culprit. Shareholder dilution ahead Getting straight to the point, Venu is diluting existing shareholders' stakes by issuing more shares of its own stock. A lot of it, in fact. Per the company's press release, the company intends to sell an additional $75 million worth of its own shares in the very near future. It hasn't yet specified exactly how many new shares it will sell directly to investors. Before today's stumble, however, Venu's market cap was right around $370 million, implying a 20% increase in its total share count looms. Of course, this translates into a 20% decrease in the stock's mathematical value as of just yesterday. More risk and volatility than most Dilution isn't always a bad thing -- sometimes a company can clearly do something constructive with a fresh injection of cash. And, there's no den...

格隆汇1月29日｜据加拿大《环球邮报》援引文件报道，加拿大与韩国签署谅解备忘录，旨在将韩国汽车制造业和投资引入加拿大。

欧洲股市下跌，法国LVMH业绩疲软打击了市场对奢侈品行业复苏的预期，而美国总统唐纳德·特朗普对伊朗的最新警告也令风险偏好承压。 斯托克欧洲600指数收盘下跌0.8%。奢侈品股跌幅居前，LVMH公布时装和皮具部门销售降幅超预期后，股价重挫7.9%。 银行股同样走低。德意志银行股价下跌2%，该行办公场所遭到德国当局突击搜查，搜查与涉及员工的洗钱调查有关。 能源板块涨幅居前，美国与伊朗之间紧张局势持续，推动油价走高。 个股方面，阿斯麦抹去早前涨幅，公司管理层电话会议引发分析师对公司能否尽快扩产以满足设备需求的疑问。 继上周欧美贸易紧张局势加剧冲击市场情绪后，欧洲股市走势震荡。市场目前聚焦企业财报季，花旗集团的一项指数显示，分析师已在进入财报季之际下调盈利预期。 瑞士百达财富管理表示，随着美元走弱提升欧洲及其他地区股票的相对吸引力，投资者应当降低对美国股票的敞口。 责任编辑：李桐

Planetary alignment One occasional interest of mine is whether people should make investment decisions using astrology. The first-order analysis is: “Making investment decisions using astrology is dumb. There is no fundamental reason to think that the alignment of the planets influences asset prices, no mechanism other than medieval superstition.” There is a relevant xkcd . But then the second-order analysis is: “Look, it doesn’t matter that it’s dumb . People do lots of dumb stuff, and financial markets reflect the stuff that people actually do, dumb or not. If, empirically, lots of people make trading decisions based on astrology, then the alignment of the planets will influence asset prices. The mechanism is not medieval magic, it’s regular old investor psychology. Good investors and traders have to understand and take advantage of other people’s irrationality. Your job as an investor or trader is to anticipate what other investors will do, and if those other investors are influenced by beliefs about the planets then you should start casting horoscopes.” There is a relevant passage in Keynes . My casual sense is that in the US stock market you probably can’t make any real money using astrology — “there are not so many astrology pods” at big multistrategy hedge funds, I have written — but you can’t rule it out a priori, and it probably works in some markets. (Not investing advice.) We have discussed an academic paper finding that Chinese mutual funds show “a significant 6.82% reduction in risk-taking during managers’ zodiac years, traditionally considered unlucky in Chinese culture”; maybe that’s a signal you can trade on. There’s a small weird literature. If you are a finance professor interested in working on astrology, I cannot promise that it will get you tenure, but there’s a good chance that it will get you mentioned in Money Stuff. Meanwhile, what does move the US stock market is the whim of Elon Musk , and if Elon Musk starts making his own economic decisi...

格隆汇1月29日｜财经网站investinglive分析师Adam Button表示，美国已向伊朗提出多项要求，但《纽约时报》称，没有迹象显示伊朗会接受其中任何一项，甚至不愿就此展开谈判。该报称，美国和欧盟官员已向伊朗提出三项要求：永久终止所有铀浓缩活动；限制弹道导弹的射程和数量；停止对中东地区所有代理武装的支持。此前还有报道称，伊朗将被要求交出所有已完成浓缩的铀。任何国家都很难同意对弹道导弹这类传统武器设限，整件事听起来更像是将以更多军事打击告终。我强烈怀疑油价受到买盘支撑的很大一部分原因在于市场正在计入美伊战争的可能性。特朗普在委内瑞拉的“轻松胜利”或许让他尝到了政权更迭的甜头，而鲁比奥和内塔尼亚胡无疑也在推动采取行动。我认为，市场对这里的风险定价仍然不足。

Apple's Q1 Earnings: Strong iPhone 17 Shipment to Aid Top-Line Growth The Globe and Mail

Forty years ago, a stack of bright red tags shared a physical connection with what would become NASA's first space shuttle disaster. The small tags, however, were collected before the ill-fated launch of Challenger , as was instructed in bold "Remove Before Flight" lettering on the front of each. What happened to the tags after that is largely unknown. This is an attempt to learn more about where those "Remove Before Flight" tags went after they were detached from the space shuttle and before they arrived on my doorstep. If their history can be better documented, they can be provided to museums, educational centers, and astronautical archives for their preservation and display. Read full article Comments

Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it's us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it's contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting. If you like chatting with us, check out the Odd Lots Discord , where you can hang out and talk with us and with other listeners 24/7. Today we’re pleased to bring you a piece from frequent Odd Lots guest Neil Dutta of Renaissance Macro Research . What Neil is thinking about today Some influential economists see upside risks to inflation this year. Former OMB Director Peter Orszag and Adam Posen, formerly of the Bank of England and currently President of the Peterson Institute, argue that inflation will surprise to the upside , potentially exceeding 4 percent by the end of 2026, driven by tight labor markets, loose monetary policy, and drifting inflation expectations. Ethan Harris, my former boss and former Head of Global Economics at Bank of America, has made similar arguments. So has Gita Gopinath, formerly of the IMF, who warns of an inflation snapback due to fiscal stimulus and dollar weakness. Two things stand out. First, this upside view runs counter to consensus. The BlueChip consensus sees core inflation sliding to 2.7 percent by the end of 2026 from roughly 3.0 percent now. Second, these economists are all credentialed. Even out of consensus, their views carry weight among policymakers. Being credentialed and having served in positions of repute gives them influence. Unfortunately, listening to them carries substantial risks. If the Fed holds off on easing in case they might be right, the cost will fall squarely on those of us who are not credentialed: higher unemployment. Three Musketeers: Labor, Housing, and Energy There are three primary conduits for upside inflation risks: labor, ho...