The UK gilt market: It’s always important, but mostly pretty boring. Not so this week. On Friday, the yield on 10-year government bonds moved above 5.16%. That’s an 18-year high and dramatic enough to make headlines. There was drama elsewhere, too. Yields rose nastily around the world as the Iran war’s closure of the Strait of Hormuz finally broke through market complacency. The 10-year yield in F...
The UK gilt market: It’s always important, but mostly pretty boring. Not so this week. On Friday, the yield on 10-year government bonds moved above 5.16%. That’s an 18-year high and dramatic enough to make headlines. There was drama elsewhere, too. Yields rose nastily around the world as the Iran war’s closure of the Strait of Hormuz finally broke through market complacency. The 10-year yield in France is 3.79%, and in Greece it’s 3.86%. But yields rose faster and further in the UK (0.17% against more like 0.12% in Europe). There is a good argument that the yield gap between the UK and the US and Europe is in part the Bank of England’s fault. That’s because it’s been selling the mountain of bonds it bought during quantitative easing. That rise in supply is pushing gilt prices down and yields up. This works as an explanation, but only goes so far. Unless the BOE indulged in a mad selling spree Friday, it’s not enough. Gilts started higher and are rising faster than the rest. There is something else going on. Much of the historic difference over the last few years has been about policy choices. UK debt to GDP is running close to 100%. Before the pandemic, around 4.4% of UK state spending went to paying interest on existing debt. Now it’s heading for 10%. In addition to the cost of borrowing, taxes and spending have gone up under the current UK government. Inflation looks to be doing the same. There was a tiny burst of positivity earlier this week when GDP numbers suggested the UK economy expanded by 0.6% in the first quarter. Unfortunately, analysts pointed out that the growth might have been as much a statistical mirage as anything else. It is also worth noting that real GDP per head (the thing that actually matters) was down 0.1% on the quarter and up only 0.6% on a year ago. That isn’t going to touch the sides of what’s needed to make Brits feel better after years of stagnation. The next part of the explanation for what’s going on in the gilt market is not about no...
5月16日，全球最大对冲基金桥水公布了截至今年3月底的美股一季度持仓报告（13F）。报告显示，桥水在今年一季度对英伟达、博通、美光科技等芯片股进行了大手笔加仓；与此同时，桥水对赛富时、ServiceNow、GoDaddy Class A等企业软件股进行了清仓操作。Whalewisdom数据显示，截至今年第一季度末，桥水基金在美股的持仓市值为224亿美元，较去年底的274亿美元显著下滑。在此期间，桥...
5月16日，全球最大对冲基金桥水公布了截至今年3月底的美股一季度持仓报告（13F）。报告显示，桥水在今年一季度对英伟达、博通、美光科技等芯片股进行了大手笔加仓；与此同时，桥水对赛富时、ServiceNow、GoDaddy Class A等企业软件股进行了清仓操作。Whalewisdom数据显示，截至今年第一季度末，桥水基金在美股的持仓市值为224亿美元，较去年底的274亿美元显著下滑。在此期间，桥水共新建仓214只股票，加仓292只股票，同时清仓261只股票，减持487只股票。从总体操作来看，多只芯片股在今年一季度获得桥水大手笔加仓。具体来看，桥水增持82.78万股英伟达，使其持仓占比从去年底的2.63%上升至一季度末的3.65%；增持67万股博通，使其持仓占比从去年底的1.47%上升至2.54%；增持58.6万股美光科技，使其持仓占比从去年底的0.93%上升至2.23%。此外，桥水还首次建仓台积电107.7万股，截至一季度末，该股在组合中占比为1.62%。与此同时，桥水全面清仓了赛富时、ServiceNow、GoDaddy Class A等企业软件股，并减持了创意软件龙头Adobe。（新浪财经）
As the ground shook beneath her feet and the powerful tsunami rolled in from the Pacific Ocean on March 11, 2011, Masako Saito feared for her coastal community. Saito’s entire family escaped from Soma City in Japan, where massive waves caused utter devastation, and she could not return to witness the chaos for herself until the following month. It was “beyond recognition”, according to Saito. The ...
As the ground shook beneath her feet and the powerful tsunami rolled in from the Pacific Ocean on March 11, 2011, Masako Saito feared for her coastal community. Saito’s entire family escaped from Soma City in Japan, where massive waves caused utter devastation, and she could not return to witness the chaos for herself until the following month. It was “beyond recognition”, according to Saito. The once-thriving community had been largely flattened, replaced by mounds of debris and fishing boats....
The picturesque old village of Tin Sam Tsuen in Hong Kong, marked by small houses built with bricks in a traditional colour and an ancestral hall with green and white walls, has been home to generations of residents for hundreds of years. From traditional rituals to celebrate newborns to flowing banquets during festive occasions, the historic village of about 50 households in far-flung Hung Shui K...
The picturesque old village of Tin Sam Tsuen in Hong Kong, marked by small houses built with bricks in a traditional colour and an ancestral hall with green and white walls, has been home to generations of residents for hundreds of years. From traditional rituals to celebrate newborns to flowing banquets during festive occasions, the historic village of about 50 households in far-flung Hung Shui Kiu also holds many memories for its residents. Villagers would come together, moving in and out of...
Cryptic statements from two Chinese defence companies suggest that a long-distance shooting record may have been broken yet again. The first hint came on April 28, when Chongqing Changjiang Electric Appliances Industries Group, one of China’s biggest ammunition manufacturers, announced that an unspecified product had “successfully refreshed the world record for similar products” during a “speciali...
Cryptic statements from two Chinese defence companies suggest that a long-distance shooting record may have been broken yet again. The first hint came on April 28, when Chongqing Changjiang Electric Appliances Industries Group, one of China’s biggest ammunition manufacturers, announced that an unspecified product had “successfully refreshed the world record for similar products” during a “specialised test”. The next day, Hunan Huanan OptoElectronic Group – a military optics supplier – said in a...
Inaugural festival aimed at bringing ‘less oy and more joy’ has events that span food, fashion, music and literature Londoners may have spotted a giant green pickle bobbing through the capital, turning up at landmarks including the Tate Modern and Southbank Centre, with a simple message: the UK’s first Jewish culture month has been launched. The celebration is aimed at bringing “less oy and more j...
Inaugural festival aimed at bringing ‘less oy and more joy’ has events that span food, fashion, music and literature Londoners may have spotted a giant green pickle bobbing through the capital, turning up at landmarks including the Tate Modern and Southbank Centre, with a simple message: the UK’s first Jewish culture month has been launched. The celebration is aimed at bringing “less oy and more joy” after difficult years for the Jewish community. Continue reading...
Mismanagement and political campaigning have sucked the joy out of an event meant to bring people together For the past two years, amid intensifying controversy over Israel’s participation in Eurovision, I and most other Eurovision superfans have stuck by the contest, despite clear misgivings. This week, however, as the usual collection of power ballads and jokey songs compete in Vienna, we are no...
Mismanagement and political campaigning have sucked the joy out of an event meant to bring people together For the past two years, amid intensifying controversy over Israel’s participation in Eurovision, I and most other Eurovision superfans have stuck by the contest, despite clear misgivings. This week, however, as the usual collection of power ballads and jokey songs compete in Vienna, we are not bonding over a common joy, but rather over our shared sense of sadness about the politicisation of the contest. This sadness pales in comparison to the trauma and grief experienced by the people affected by the wars fuelling this politicisation, but it is there nonetheless. Dave Keating is a Brussels-based journalist and author of The Owned Continent: How to Free Europe from American Military, Economic and Cultural Dependence Continue reading...
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This is the forum for daily political discussion on Seeking Alpha. A new version is published every market day. Please don't leave political comments on other articles or posts on the site. The comments below are not regulated with the same rigor as the rest of the site, and this is an 'enter at your own risk' area as discussion can get very heated. If you can't stand the heat... you know what they say... More on Today's Markets: Moderation Guidelines: We remove comments under the following categories: Personal attacks on another user account Anti-Vaxxer or covid related misinformation Stereotyping, prejudiced or racist language about individuals or the topic under discussion. Inciting violence messages, encouraging hate groups and political violence. Regardless of which side of the political divide you find yourself, please be courteous and don't direct abuse at other users. For any issue with regards to comments please email us at : moderation@seekingalpha.com. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Exclusive: Commission says alert would trigger coordinated international response that could help avoid millions dying The climate crisis should be declared a global public health emergency by the World Health Organization, or millions more people will die unnecessarily, leading international experts have said. The independent pan-European commission on climate and health , which was convened by t...
Exclusive: Commission says alert would trigger coordinated international response that could help avoid millions dying The climate crisis should be declared a global public health emergency by the World Health Organization, or millions more people will die unnecessarily, leading international experts have said. The independent pan-European commission on climate and health , which was convened by the WHO, concluded the climate crisis was such a worldwide threat to health that the WHO should declare it “a public health emergency of international concern ” (Pheic). Continue reading...
Investing.com -- Amazon.com Inc (NASDAQ:AMZN) has been hit with a proposed class-action lawsuit by consumers seeking refunds for inflated product costs passed down from tariffs that the U.S. Supreme Court later ruled were unlawfully imposed by President Donald Trump, according to a Reuters report.
Investing.com -- Amazon.com Inc (NASDAQ:AMZN) has been hit with a proposed class-action lawsuit by consumers seeking refunds for inflated product costs passed down from tariffs that the U.S. Supreme Court later ruled were unlawfully imposed by President Donald Trump, according to a Reuters report.
格隆汇5月16日｜全球最大对冲基金桥水公布了截至今年3月底的美股一季度持仓报告（13F）。报告显示，桥水在今年一季度对英伟达、博通、美光科技等芯片股进行了大手笔加仓；与此同时，桥水对赛富时、ServiceNow、GoDaddy Class A等企业软件股进行了清仓操作。 Whalewisdom数据显示，截至今年第一季度末，桥水基金在美股的持仓市值为224亿美元，较去年底的274亿美元显著下滑。在此...
格隆汇5月16日｜全球最大对冲基金桥水公布了截至今年3月底的美股一季度持仓报告（13F）。报告显示，桥水在今年一季度对英伟达、博通、美光科技等芯片股进行了大手笔加仓；与此同时，桥水对赛富时、ServiceNow、GoDaddy Class A等企业软件股进行了清仓操作。 Whalewisdom数据显示，截至今年第一季度末，桥水基金在美股的持仓市值为224亿美元，较去年底的274亿美元显著下滑。在此期间，桥水共新建仓214只股票，加仓292只股票，同时清仓261只股票，减持487只股票。 从总体操作来看，多只芯片股在今年一季度获得桥水大手笔加仓。具体来看，桥水增持82.78万股英伟达，使其持仓占比从去年底的2.63%上升至一季度末的3.65%；增持67万股博通，使其持仓占比从去年底的1.47%上升至2.54%；增持58.6万股美光科技，使其持仓占比从去年底的0.93%上升至2.23%。 此外，桥水还首次建仓台积电107.7万股，截至一季度末，该股在组合中占比为1.62%。与此同时，桥水全面清仓了赛富时、ServiceNow、GoDaddy Class A等企业软件股，并减持了创意软件龙头Adobe。
An elderly man died after falling on board a bus in Hong Kong on Saturday. Police said they received a report at 8.50am that a man in his 70s had fallen while the bus was near 125 Chatham Road South in Tsim Sha Tsui. The bus was operating on KMB route 5 between Fu Shan Estate and Star Ferry. Emergency personnel arrived at the scene and took him to Queen Elizabeth Hospital in King’s Park, where he ...
An elderly man died after falling on board a bus in Hong Kong on Saturday. Police said they received a report at 8.50am that a man in his 70s had fallen while the bus was near 125 Chatham Road South in Tsim Sha Tsui. The bus was operating on KMB route 5 between Fu Shan Estate and Star Ferry. Emergency personnel arrived at the scene and took him to Queen Elizabeth Hospital in King’s Park, where he was later certified dead. Police classified the case as a fatal traffic accident. The South China...
Roman Mykhalchuk/iStock via Getty Images Unusual Machines, Inc. ( UMAC ) is a stock that continues to show strong potential. The company has positioned itself to reap the benefits of the drone market, particularly around the US made requirements. I reviewed the stock back in December and gave it a buy rating. I rated the company a buy for a variety of reasons. It is reshoring manufacturing to the ...
Roman Mykhalchuk/iStock via Getty Images Unusual Machines, Inc. ( UMAC ) is a stock that continues to show strong potential. The company has positioned itself to reap the benefits of the drone market, particularly around the US made requirements. I reviewed the stock back in December and gave it a buy rating. I rated the company a buy for a variety of reasons. It is reshoring manufacturing to the US, it is doing so in a fast growing UAV market, government policy is requiring domestic manufacturing, and the company provides products to a variety of providers. The thesis has not changed as the company has continued to expand its capabilities and operations. The stock has been volatile. Just in 2026 the stock has seen lows below $11 a share and highs over $22 a share. A lot of this volatility comes from the price and size of the company currently along with the future potential. The stock is not cheap and it is still establishing itself in the market. The continued demand and growth along with future potential are what is driving the stock. This volatility has offered good opportunities for entry points into the stock. Seeking Alpha The stock has been having a strong run as of late, up until it reported earnings. The company reported earnings and saw its stock price dip by nearly 8% in a single day. The earnings report was not necessarily a bad report either. The stock had seen a strong run up to the earnings and they were not strong enough to keep the momentum. I think it was really based upon expectations of a beat and raise. Progress is still moving along for the company as it continues to grow its operations. The stock price of Unusual Machines has seen a strong run up since I reviewed the stock in December. The valuation is rich on the stock. I think the market demand and continued growth outweigh the risks and valuation and I remain bullish on the stock. Financials The company reported Q1 earnings that were solid but did not do enough to keep the rally going. The...
peshkov/iStock via Getty Images By Ryan J. Puplava AI Earnings Mania Driving Markets Higher This week reinforced a theme that has increasingly defined financial markets over the past two years: investors continue rewarding companies directly tied to artificial intelligence infrastructure spending, regardless of mounting valuation concerns. The market’s leadership remained heavily concentrated in s...
peshkov/iStock via Getty Images By Ryan J. Puplava AI Earnings Mania Driving Markets Higher This week reinforced a theme that has increasingly defined financial markets over the past two years: investors continue rewarding companies directly tied to artificial intelligence infrastructure spending, regardless of mounting valuation concerns. The market’s leadership remained heavily concentrated in semiconductors, networking, optical connectivity, data center infrastructure, and AI compute providers. While there were periods of volatility throughout the week, particularly after inflation data releases, investors repeatedly bought dips in AI-linked companies and pushed the Nasdaq Composite and S&P 500 to fresh record highs multiple times during the week. One of the most important earnings-related developments came from Cisco Systems ( CSCO ) on Thursday. The company delivered what many analysts described as a “blowout” quarter, fueled by accelerating AI infrastructure demand and massive hyperscaler orders for networking equipment. Cisco shares surged more than 13% following earnings and became the top-performing stock in the S&P 500 that day. The report was significant because it expanded the AI narrative beyond semiconductors into networking, power management, and connectivity infrastructure. The enthusiasm around AI spending was further reinforced by the blockbuster IPO of Cerebras Systems ( CBRS ). Shares exploded after pricing above the expected range, underscoring investor appetite for pure-play AI infrastructure exposure. The company’s focus on inference computing highlighted a growing realization that AI spending is broadening beyond training models into deployment and real-world workloads. Meanwhile, Nvidia ( NVDA ) remained the emotional center of the market. Nearly every trading session included a catalyst tied to the company, whether it was price target increases, reports surrounding Chinese chip sales approvals, anticipation for next week’s earnings report, ...
According to a SEC filing dated May 14, 2026, Alfreton Capital LLP increased its position in CCC Intelligent Solutions (NASDAQ:CCC) by 1,978,074 shares. The estimated value of these purchases was $12.96 million, based on the average closing price for the quarter. The value of the position at quarter-end fell by $5.29 million, which includes both share additions and price movement. CCC Intelligent ...
According to a SEC filing dated May 14, 2026, Alfreton Capital LLP increased its position in CCC Intelligent Solutions (NASDAQ:CCC) by 1,978,074 shares. The estimated value of these purchases was $12.96 million, based on the average closing price for the quarter. The value of the position at quarter-end fell by $5.29 million, which includes both share additions and price movement. CCC Intelligent Solutions operates at scale within the technology sector, leveraging advanced SaaS and AI-driven platforms to streamline operations for major players in the insurance and automotive industries. The company's strategy centers on digitizing complex workflows and connecting a broad network of industry participants through its integrated solutions. Its competitive advantage lies in its long-standing industry presence, comprehensive product suite, and ability to facilitate efficiency and connectivity across the insurance economy. UK-based Alfreton Capital’s recent purchase wasn’t a major addition, considering it already had a sizable stake in CCC. The company is Alfreton’s largest holding, by far. It likely took advantage of a buying opportunity to scoop up a few more shares at the right time. Continue reading