Connor Teskey, CEO of Brookfield Asset Management, discusses state of private credit, how Brookfield is positioning capital amid higher rates and shifting exit markets. He speaks with Bloomberg’s Tim Stenovec and Carol Massar from the Bloomberg Invest conference in New York City. (Source: Bloomberg)
Connor Teskey, CEO of Brookfield Asset Management, discusses state of private credit, how Brookfield is positioning capital amid higher rates and shifting exit markets. He speaks with Bloomberg’s Tim Stenovec and Carol Massar from the Bloomberg Invest conference in New York City. (Source: Bloomberg)
The Federal Reserve has separated into two distinct wings on whether to cut U.S. interest rates this year — and the so-called doves appear to be gaining ascendancy over the so-called hawks.
The Federal Reserve has separated into two distinct wings on whether to cut U.S. interest rates this year — and the so-called doves appear to be gaining ascendancy over the so-called hawks.
On February 17, 2026, Knoll Capital Management disclosed a new position in SSR Mining (SSRM 9.52%), acquiring 245,000 shares worth $5.37 million. What happened According to a February 17, 2026, SEC filing, Knoll Capital Management initiated a new position in SSR Mining (SSRM 9.52%), acquiring 245,000 shares. The quarter-end value of the position was $5.37 million, reflecting the new purchase. What...
On February 17, 2026, Knoll Capital Management disclosed a new position in SSR Mining (SSRM 9.52%), acquiring 245,000 shares worth $5.37 million. What happened According to a February 17, 2026, SEC filing, Knoll Capital Management initiated a new position in SSR Mining (SSRM 9.52%), acquiring 245,000 shares. The quarter-end value of the position was $5.37 million, reflecting the new purchase. What else to know The SSR Mining stake represents 2.46% of Knoll Capital’s 13F reportable AUM as of December 31, 2025. Top holdings following the filing: NASDAQ: ALDX: $28.36 million (13.2% of AUM) NYSE: BHVN: $26.29 million (12.3% of AUM) NYSE: NUVB: $13.43 million (6.3% of AUM) NASDAQ: AVDL: $12.93 million (6.0% of AUM) NYSEMKT: GLD: $12.68 million (5.9% of AUM) As of February 17, 2026, SSR Mining shares were priced at $25.91, up 180% over the past year and vastly outperforming the S&P 500, which is instead up 16%. Company overview Metric Value Price (as of market close February 17, 2026) $25.91 Market capitalization $5.26 billion Revenue (TTM) $1.43 billion Net income (TTM) $219.85 million Company snapshot SSR Mining produces gold, silver, copper, lead, and zinc, with core revenue from operations in Turkey, the United States, Canada, and Argentina. It operates a vertically integrated mining business model, overseeing the full value chain from resource acquisition and exploration through development, extraction, and sale of refined metals. The company was formerly known as Silver Standard Resources and changed its name to SSR Mining in August 2017. SSR Mining is a mid-cap precious metals producer with a diversified portfolio of mining assets across multiple continents, focusing on gold and silver extraction and sales. What this transaction means for investors This move is interesting because it tilts a biotech-heavy portfolio toward hard assets. Knoll’s top holdings are concentrated in clinical-stage drug developers, alongside a meaningful GLD position. Adding SSR Mining firm...
Growth stocks are all the rage on Wall Street right now, with stocks like Nvidia and Microsoft driving the markets toward record highs. They aren't alone. Growth stocks like CrowdStrike and Arm Holdings also trade at nosebleed valuations. Stocks trading near or over 30 times sales should give investors pause. The rush into growth stocks leaves many high-quality dividend stocks overlooked. After al...
Growth stocks are all the rage on Wall Street right now, with stocks like Nvidia and Microsoft driving the markets toward record highs. They aren't alone. Growth stocks like CrowdStrike and Arm Holdings also trade at nosebleed valuations. Stocks trading near or over 30 times sales should give investors pause. The rush into growth stocks leaves many high-quality dividend stocks overlooked. After all, who wants to buy dividend stocks when they can get a risk-free 5% return due to today's high interest rates? Not many. However, market observers anticipate that the Federal Reserve will begin lowering interest rates as soon as inflation wanes. This could cause the pendulum to swing the other way. Here are two dividend stocks to consider buying now. Vici Properties Real estate investment trust (REIT) stocks often struggle when interest rates rise. As I noted above, dividends are less attractive when the risk-free rate is elevated. However, that won't last forever. Some REITs have more attractive yields than bonds and CDs. They also have rising dividends, while fixed-income vehicles do not. Vici Properties (NYSE: VICI) is a unique REIT that fits these criteria. Vici owns iconic trophy properties on the Las Vegas Strip, in 25 other U.S. states, and in one province in Canada. These one-of-a-kind properties include Caesars Palace, Mandalay Bay, The Venetian, MGM Grand, and many others in Las Vegas, as well as places like Chelsea Piers in New York and the Hard Rock Casino in Cincinnati. Vici's unique properties provide it with much less vacancy risk than other REITs, as it's not feasible for its tenants to just move down the street. Vici collected 100% of the rent even during the height of COVID-19. It has raised the dividend each year since its inception and currently yields 6%, well above its average. Now looks like a great time to snag this dividend grower before everyone else does. Starbucks Starbucks (NASDAQ: SBUX) has significant challenges. Its China growth strategy is ...
York Water press release ( YORW ): Q4 GAAP EPS of $0.36. Revenue of $19.4M. More on York Water 210 Years Of Dividends: York Water York Water - Decent RoR, But More To Come Seeking Alpha’s Quant Rating on York Water Historical earnings data for York Water Dividend scorecard for York Water
York Water press release ( YORW ): Q4 GAAP EPS of $0.36. Revenue of $19.4M. More on York Water 210 Years Of Dividends: York Water York Water - Decent RoR, But More To Come Seeking Alpha’s Quant Rating on York Water Historical earnings data for York Water Dividend scorecard for York Water
China’s latest consumer finance directive lowers effective rate ceilings and puts banks on the hook for total loan costs. Photo: VCG China is stepping up a years-long effort to rein in its sprawling consumer lending industry, advancing tougher rules that threaten the survival of many fintech firms acting as middlemen between banks and borrowers. In the weeks after the Chinese New Year holiday in l...
China’s latest consumer finance directive lowers effective rate ceilings and puts banks on the hook for total loan costs. Photo: VCG China is stepping up a years-long effort to rein in its sprawling consumer lending industry, advancing tougher rules that threaten the survival of many fintech firms acting as middlemen between banks and borrowers. In the weeks after the Chinese New Year holiday in late February, central authorities quietly instructed financial regulators to enforce a sharp reduction in interest rates across the personal consumer loan sector, according to people familiar with the matter. The new objective is to “lower interest rates, shrink the scale and prevent accidents,” a veteran of the loan-facilitation industry told Caixin.
The State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NASDAQ:NZAC) and iShares Core MSCI Total International Stock ETF (NASDAQ:IXUS) differ most in market coverage, sector tilt, and ESG focus, with IXUS offering a higher yield and much greater scale. Both NZAC and IXUS track broad global equities, but their approaches diverge: NZAC aims for a climate-friendly, all-country portfolio with an ES...
The State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NASDAQ:NZAC) and iShares Core MSCI Total International Stock ETF (NASDAQ:IXUS) differ most in market coverage, sector tilt, and ESG focus, with IXUS offering a higher yield and much greater scale. Both NZAC and IXUS track broad global equities, but their approaches diverge: NZAC aims for a climate-friendly, all-country portfolio with an ESG overlay, while IXUS delivers expansive international exposure excluding U.S. stocks. This comparison looks at cost, performance, risk, holdings, and structural features to help clarify which may appeal depending on your portfolio needs. Snapshot (cost & size) Metric NZAC IXUS Issuer SPDR IShares Expense ratio 0.12% 0.07% 1-yr return (as of 2026-02-27) 18.0% 34.7% Dividend yield 1.9% 3.0% Beta 0.93 0.75 AUM $173.0 million $57.6 billion Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. IXUS charges a lower annual fee and offers a higher payout, making it more affordable and income-oriented compared to NZAC. Performance & risk comparison Metric NZAC IXUS Max drawdown (5 y) -28.31% -30.05% Growth of $1,000 over 5 years $1,455 $1,333 What's inside IXUS holds over 4,100 international stocks, spanning financial services (21%), industrials (15%), and basic materials (13%), with its largest stakes in Taiwan Semiconductor Manufacturing (TSM 4.32%), Samsung Electronics Ltd (005930.KS), and ASML Holding Nv (ASML 4.40%). With more than 13 years on the market, IXUS delivers broad, non-U.S. developed and emerging market exposure without an ESG filter or climate mandate—its focus is purely on tracking the total international equity universe. NZAC, by contrast, is more concentrated (678 holdings) and tilts toward technology (34%), with meaningful allocations to cash and financials. Its top holdings—Nvidia Corp (NVDA 1.29%), Apple Inc (AAPL 0.35%), and Microsoft Cor...
halbergman/iStock via Getty Images Introduction The U.S. oil and gas midstream industry might be one of the most overlooked sectors involved in the reshaping of energy security supply chains and domestic infrastructure enhancement. It has recently made some headlines as the stock market rotates from the hyperscalers to energy plays, following the trend that no matter who wins the competition in th...
halbergman/iStock via Getty Images Introduction The U.S. oil and gas midstream industry might be one of the most overlooked sectors involved in the reshaping of energy security supply chains and domestic infrastructure enhancement. It has recently made some headlines as the stock market rotates from the hyperscalers to energy plays, following the trend that no matter who wins the competition in the AI space, it will, in any case, need a massive power supply for its AI data centers. In this space, I have already covered two key ETFs: AMLP and MLPX. The main difference is that AMLP tracks the Alerian MLP Infrastructure index and is pure MLP exposure. MLPX, on the other hand, tracks the Solactive MLP & Energy Infrastructure Index and limits its MLP exposure to below 25% of the overall weight so that it can maintain a C-corp structure and deal with less complex tax filings at the fund level . I am bullish on both of them, though I only own AMLP . Methodology When I wrote about these ETFs, a few readers asked me to extend my coverage to another important ETF in the midstream space: The Global X MLP ETF ( MLPA ) which is a Global X fund that tracks the Solactive MLP Infrastructure Index. The fund's AUM is around $2B and it is liquid enough to earn a n A- on Seeking Alpha , with a 3M avg. share volume of 273k/day and an average dollar volume of 13.6M/day The difference between this index and the Alerian MLP Infrastructure Index lies in the weighting methodologies and the criteria for stock (or, in this case, unit) eligibility. Here, the Solactive infrastructure index focuses more on the idea of "energy logistics", which can include storage and processing companies. On the other hand, the Alerian Index wants to focus on midstream MLP operators. In other words, the Alerian index is a bit more restrictive, while MLPA has a broader focus. However, when we compare their top 10 holdings which make up over 95% of the funds, we see that they have the same 10 positions, with very s...
Key Points CHAT charges a much higher expense ratio, but it has also delivered a strikingly larger one-year total return. Risk is noticeably higher for CHAT, with deeper drawdowns and greater price swings than IYW. CHAT’s portfolio is more concentrated and leans into generative AI, while IYW offers broader, more established tech sector exposure. 10 stocks we like better than Tidal Trust II - Round...
Key Points CHAT charges a much higher expense ratio, but it has also delivered a strikingly larger one-year total return. Risk is noticeably higher for CHAT, with deeper drawdowns and greater price swings than IYW. CHAT’s portfolio is more concentrated and leans into generative AI, while IYW offers broader, more established tech sector exposure. 10 stocks we like better than Tidal Trust II - Roundhill Generative Ai & Technology ETF › The iShares US Technology ETF (NYSEMKT:IYW) and the Roundhill Investments - Generative AI & Technology ETF (NYSEMKT:CHAT) both provide exposure to the tech sector, but through different lenses. IYW tracks major U.S. technology companies and delivers broad exposure to the sector, while CHAT is an actively managed fund zeroing in on generative artificial intelligence (AI) and related innovations. This comparison highlights the tradeoffs between a classic, diversified U.S. tech ETF and a more concentrated, high-octane play on AI trends. Snapshot (cost & size) Metric IYW CHAT Issuer iShares Roundhill Investments Expense ratio 0.38% 0.75% 1-yr return (as of March 3, 2026) 22.45% 58.29% Dividend yield 0.14% 2.70% Beta (1Y) 2.10 3.10 AUM $21.0 billion $1.1 billion CHAT’s expense ratio is almost double that of IYW, making it less affordable. However, CHAT also offers a much higher yield, which may appeal to those seeking income alongside aggressive growth. Performance & risk comparison Metric IYW CHAT Max drawdown (1 y) -26.47% -31.34% Growth of $1,000 over 2 years $1,379 $1,701 What's inside CHAT focuses on generative AI and technology, with about 72% of assets in the technology sector, 20% in communication services, and 7% in consumer cyclical. Its holdings are actively selected, led by companies like Alphabet, Nvidia, and Microsoft. The fund is relatively young, having launched just under three years ago. In contrast, IYW covers a broader spectrum of U.S. technology, with 140 holdings spanning technology, industrials, and communication servi...
SpaceX has added Citigroup Inc. to the banks leading its initial public offering, according to people familiar with the matter, as billionaire Elon Musk ’s rocket and satellite company moves closer to a blockbuster debut. The bank would join Bank of America Corp. , Goldman Sachs Group Inc. , JPMorgan Chase & Co. and Morgan Stanley , which have been lined up for the senior roles on the IPO, people ...
SpaceX has added Citigroup Inc. to the banks leading its initial public offering, according to people familiar with the matter, as billionaire Elon Musk ’s rocket and satellite company moves closer to a blockbuster debut. The bank would join Bank of America Corp. , Goldman Sachs Group Inc. , JPMorgan Chase & Co. and Morgan Stanley , which have been lined up for the senior roles on the IPO, people with knowledge of the details have said . SpaceX is targeting filing confidentially for the IPO as soon as this month, and could seek a valuation of more than $1.75 trillion in the listing, Bloomberg News reported earlier. The listing is expected to raise as much as $50 billion, which would make it the biggest IPO of all time. Read More: SpaceX Weighs Confidential IPO Filing as Soon as March SpaceX has also picked more banks to work on the deal, the people said. Barclays Plc , Deutsche Bank AG and UBS Group AG have been selected to work on the offering, the people said, asking not to be identified because the information isn’t public. Royal Bank of Canada and Mizuho Financial Group Inc. are also on the IPO, some of the people said. Deliberations are ongoing, details could change and other banks are expected to be added to the lineup, the people said. Spokespeople for Barclays, Citigroup, Deutsche Bank, Mizuho and UBS declined to comment. Representatives for SpaceX and RBC didn’t immediately respond to requests for comment. At $50 billion, the IPO would eclipse the current record holder, Saudi Aramco’s $29 billion debut in 2019. SpaceX acquired Musk’s artificial intelligence startup xAI in a February deal that valued the enlarged entity at $1.25 trillion. The roughly $17.5 billion of debt tied to Musk’s social media network X and artificial intelligence startup xAI is set to be paid back in full, people with knowledge of the matter have said. For the latest news on equity capital markets activity in the US, Canada and Latin America, follow the channel or visit NI BFWECMUS . ...
Howard Lutnick, Donald Trump’s commerce secretary, has agreed to appear voluntarily before the House committee on oversight and government reform as part of its investigation into Jeffrey Epstein’s criminal network, the committee’s chair announced Tuesday. James Comer, the Kentucky Republican who chairs the panel, said Lutnick had “proactively” agreed to the transcribed interview. “I commend his d...
Howard Lutnick, Donald Trump’s commerce secretary, has agreed to appear voluntarily before the House committee on oversight and government reform as part of its investigation into Jeffrey Epstein’s criminal network, the committee’s chair announced Tuesday. James Comer, the Kentucky Republican who chairs the panel, said Lutnick had “proactively” agreed to the transcribed interview. “I commend his demonstrated commitment to transparency and appreciate his willingness to engage with the Committee,” Comer said in a statement. Lutnick has acknowledged visiting Epstein’s private island in 2012 with family members – a trip that contradicted his earlier claim that he had severed ties with Epstein in 2005. Last week, the Department of Justice briefly deleted and then restored an undated photo of Lutnick and Epstein in an island setting. CBS News reported earlier this month that Lutnick and Epstein were in business together as recently 2014. The announcement came just days after Democrats on the committee publicly threatened to subpoena Lutnick if he refused to cooperate. Representative Ro Khanna of California told reporters Friday that the votes were there to compel his testimony. “I believe we will have the votes to subpoena him,” Khanna said. Republican representative Nancy Mace of South Carolina also called for Lutnick’s appearance last week. The commerce secretary’s connections with Epstein came back into the public eye during Hillary Clinton’s deposition, in which Mace pressed the former secretary of state about her own relationship with Lutnick. Clinton explained forcefully that she had worked alongside Lutnick in the immediate aftermath of the 11 September 2001 attacks, when his firm, Cantor Fitzgerald, lost more than 650 employees, including his brother. Lutnick has not been accused of any wrongdoing in connection with Epstein’s crimes.
Ant and Dec enlisted the consultant, who has not been named and was referred to as X in court, to help them buy, sell and loan the artworks as they built up a contemporary art collection.
Ant and Dec enlisted the consultant, who has not been named and was referred to as X in court, to help them buy, sell and loan the artworks as they built up a contemporary art collection.