A look at the weighted underlying holdings of the State Street SPDR S&P Regional Banking ETF (Symbol: KRE) shows an impressive 11.4% of holdings on a weighted basis have experienced insider buying within the past six months. UMB Financial Corp (Symbol: UMBF), which makes u
A look at the weighted underlying holdings of the State Street SPDR S&P Regional Banking ETF (Symbol: KRE) shows an impressive 11.4% of holdings on a weighted basis have experienced insider buying within the past six months. UMB Financial Corp (Symbol: UMBF), which makes u
A look at the weighted underlying holdings of the Invesco S&P 500 Equal Weight Financials ETF (Symbol: RSPF) shows an impressive 10.2% of holdings on a weighted basis have experienced insider buying within the past six months. MSCI Inc (Symbol: MSCI), which makes up 1.41%
A look at the weighted underlying holdings of the Invesco S&P 500 Equal Weight Financials ETF (Symbol: RSPF) shows an impressive 10.2% of holdings on a weighted basis have experienced insider buying within the past six months. MSCI Inc (Symbol: MSCI), which makes up 1.41%
This morning a "Potential Dividend Run Alert" went out for LKQ Corp (NASD: LKQ), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run" anyway? This is an
This morning a "Potential Dividend Run Alert" went out for LKQ Corp (NASD: LKQ), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run" anyway? This is an
Rocco-Herrmann/iStock via Getty Images I recently published an article that discussed the possible bursting of the stock market bubble. In that article, I made the argument that investors have become too complacent, and when that happens, you can usually count on volatility erupting and a change in market trend. In this article, I will delve more deeply into the idea of complacency and show you ho...
Rocco-Herrmann/iStock via Getty Images I recently published an article that discussed the possible bursting of the stock market bubble. In that article, I made the argument that investors have become too complacent, and when that happens, you can usually count on volatility erupting and a change in market trend. In this article, I will delve more deeply into the idea of complacency and show you how my complacency indicator works. It has helped me to avoid some of the pain associated with markets that turn from bullish to bearish. I say "some" of the pain because no indicator is 100% accurate or perfectly timely. I just get an early warning that a change in investor sentiment, and thus, a change in market direction, is not far off. Realized Volatility The last 75 trading days (that’s 3.5 months in real time) have been unusually calm (low realized volatility). But the big options traders (hedge funds, pension plans, endowments, etc.) are not fully buying the calm. They’re pricing in future turbulence. Not panic, just an elevated level of implied volatility. Daily moves have been muted. And the equity markets are pricing stability that may not be durable. A 12.0% realized volatility reading on the S&P 500 is well below long-term norms and consistent with investor complacency. The VIX-Realized Risk Premium First, I calculate the realized volatility of the equity market over the last 75 trading days. That number works out to be 12.0% when I annualize it, which is unusually low. The long-term average of realized volatility is ~15% per year. This low reading does not, in my opinion, reflect a "healthy" calm. It's the kind of reading that you get late in bull market cycles. You also see this when investors have cut back on their normal hedging activities. (Or stopped hedging completely.) Additionally, this low volatility reading may reflect the idea that investors are ignoring the macro uncertainty that surrounds us. Tariffs, inflation, the job market, a possible shooting w...
It’s not the fastest or most capacious magnetic power bank, but it’s one of the thinnest you’ll find. | Image: Xiaomi It was originally teased to be announced at Mobile World Congress 2026 in Barcelona, Spain, this weekend, but Xiaomi has already shared all the details for its new super slim wireless power bank on its Australian website . The Xiaomi UltraThin Magnetic Power Bank 5000 features a 5,...
It’s not the fastest or most capacious magnetic power bank, but it’s one of the thinnest you’ll find. | Image: Xiaomi It was originally teased to be announced at Mobile World Congress 2026 in Barcelona, Spain, this weekend, but Xiaomi has already shared all the details for its new super slim wireless power bank on its Australian website . The Xiaomi UltraThin Magnetic Power Bank 5000 features a 5,000mAh battery, as the name implies, and is just 6mm thick. That's thinner than the 7.9mm thick iPhone 17 , and even thinner than the 7.6mm MagSafe battery Apple created for the iPhone Air . A 10,000mAh battery is typically a better investment for traveling as it guarantees you can fully recharge a dead smartphone with enough power left over to share with other devic … Read the full story at The Verge.
Wadi Rum's otherworldly landscape is where Star Wars movies and The Martian were filmed. In late winter, plants emerge in this desert — but some are toxic to camels, so their herders must protect them.
Wadi Rum's otherworldly landscape is where Star Wars movies and The Martian were filmed. In late winter, plants emerge in this desert — but some are toxic to camels, so their herders must protect them.
cmart7327 Following Anthropic's ( ANTHRO ) product event, Wedbush ( IVES ) said that competition risk to software is overblown. Analysts led by Dan Ives said that Anthropic hosted its Enterprise Agent event, where the company provided product updates that make Claude Cowork effective for enterprises. The company showed live demos from senior leadership across enterprises with an increased focus on...
cmart7327 Following Anthropic's ( ANTHRO ) product event, Wedbush ( IVES ) said that competition risk to software is overblown. Analysts led by Dan Ives said that Anthropic hosted its Enterprise Agent event, where the company provided product updates that make Claude Cowork effective for enterprises. The company showed live demos from senior leadership across enterprises with an increased focus on agent-based workflows and enterprise integration. The use cases included Spotify ( SPOT ) for reduced engineering time on complex code migrations, Novo Nordisk ( NVO ) for improved clinical study documentation timelines, and Salesforce ( CRM ) for reduced timelines in Slack. "While these use cases are impressive, the reality is that these new AI tools will not rip and replace existing software ecosystems and data environments with these AI tools only as useful as the data it can reach," said Ives and his team. Wedbush highlighted some key takeaways from the product demo. Foundation Models Do Not Equal Enterprise-Grade Software Platforms The analysts said that the market is conflating foundation model capability with full enterprise software replacement, and the fear that generative AI will 'rewrite legacy systems overnight' ignores enterprise reality. "Anthropic and OpenAI demos showcase raw model intelligence, not workflow orchestration, compliance infrastructure, auditability, security controls, integrations, billing systems, uptime guarantees, or enterprise grade SLAs [Service Level Agreements]," said Ives and his team. The analysts added that companies like Microsoft ( MSFT ), Salesforce ( CRM ), ServiceNow ( NOW ), and Pegasystems ( PEGA ) are deeply embedded workflow systems of record, and replacing them would require ripping out mission-critical infrastructure, not simply layering in a large language model, or LLM. AI Increases Complexity, Complexity Expands Cyber Spend Ives and his team said that AI agents and autonomous workflows dramatically increase the attack s...
The Nasdaq Composite was up 0.8%. President Donald Trump’s State of the Union Address didn’t offer much in terms of new economic policy proposals, as the president focused on blaming Democrats for high prices and touting the economy. “Whether these gains stick through the end of the week could depend on Nvidia’s (NVDA) report after the close,” writes Bespoke Investment Group co-founder Paul Hickey...
The Nasdaq Composite was up 0.8%. President Donald Trump’s State of the Union Address didn’t offer much in terms of new economic policy proposals, as the president focused on blaming Democrats for high prices and touting the economy. “Whether these gains stick through the end of the week could depend on Nvidia’s (NVDA) report after the close,” writes Bespoke Investment Group co-founder Paul Hickey.
Hi, it’s Baiju Kalesh in Mumbai, where I’ve been chatting with Rothschild’s India country head, Aalok Shah, about trends in the market and why he has no regrets about not going into the family business. Elsewhere, an inside look at how a big sporting bet has soured for credit giant Ares. Today’s top stories Stripe expresses interest in payments rival PayPal. Warner Bros. says new Paramount offer m...
Hi, it’s Baiju Kalesh in Mumbai, where I’ve been chatting with Rothschild’s India country head, Aalok Shah, about trends in the market and why he has no regrets about not going into the family business. Elsewhere, an inside look at how a big sporting bet has soured for credit giant Ares. Today’s top stories Stripe expresses interest in payments rival PayPal. Warner Bros. says new Paramount offer may top Netflix . Revolut weighs fresh share sale on pre-IPO demand. Li’s Bolttech in talks to buy Thiel-backed MoneyHero. How a $400 million-plus bet on football turned ugly for Ares. ‘No regrets’ Aalok Shah could have had a career running the family steel components business, but two books he read in ninth grade inspired him toward investment banking. “My decision was influenced by two books: Barbarians at the Gate and Kane and Abel ,” Shah told me during an interview in Mumbai. “I was fascinated by the world of dealmaking, how transactions came together and how companies scaled up through M&As.” Shah was named Rothschild’s India country head last year. In that role, he is looking to drive two new products—IPO advisory and debt syndication—alongside its core M&A business. Rothschild recently won a mandate from the National Stock Exchange of India to oversee the process to select lead bankers, legal counsels and others for its IPO, potentially one of the country’s biggest listings. And the firm is bulking up debt advisory staff numbers for local and cross border acquisitions. Mid-sized Indian companies—listed, unlisted, founder-owned—are increasingly looking to acquire businesses in the US and Europe with deals in the region of $100 million to $500 million, Shah said. On the inbound approach, global private equity firms, sovereign wealth and pension funds should continue to drive deal activity as they sit on large allocations toward India-focused funds, according to Shah. “Everybody wants to know more about what’s happening in India,” he said. “It’ll just continue to grow.”...