Author: Charlotte

The US debt burden is moving closer to a level that would have seemed almost unimaginable a decade ago, and that shift is once again forcing investors to rethink the long-term direction of global markets. Official Treasury data for early April 2026 shows total US public debt around $38.9 trillion to $39.0 trillion, America’s debt load is still rising, deficits remain large, and fiscal pressure is becoming a central part of the macro story shaping 2026. That matters for crypto because digital assets no longer trade as a niche corner of the internet economy. In 2026, they sit inside a…

Quant pioneer Martin Lueck warns against handing over trading to AI Financial Times Source link

Wall Street’s major stock indexes have all vaulted to several record highs in recent years — and so have valuations. With the S&P 500’s Shiller Price-to-Earnings (P/E) Ratio entering 2026 at its second-priciest valuation in 155 years, I, like Warren Buffett prior to his retirement, have been a net seller of equities for several quarters. Though I’ve been building up my dry powder for significant stock market corrections, I have found a bargain or two worth pouncing on. One of my newest buys is a brand-name company that’s shed 71% of its value since January 2022: Goodyear Tire & Rubber…

Investigator Silver Ltd (ASX:IVR, OTC:SUTAF, FRA:VOP) has begun a new drilling program at its Paris Silver Project in South Australia, with work underway since March 2026 as the company pushes the project closer to development. The program is designed to tighten drill spacing in the early years of the mine plan, where production performance is expected to be most important for financing and debt repayment. By increasing data density in these near-term mining zones, Investigator is aiming to strengthen confidence in grade, tonnage and continuity ahead of lender due diligence and detailed mine scheduling. The current geological model is already…

Bitcoin is back in a place where bold upside calls are starting to circulate again, and while short-term sentiment is still mixed, one analyst believes the cryptocurrency is setting up for a powerful move that sends the price action all the way to $200,000. The call is built around a long-term cycle structure on the monthly candlestick timeframe chart that treats Bitcoin’s recent price action as part of a larger repeating pattern.The Monthly Chart Case For $200,000The chart Bitcoin Teddy shared is a monthly Bitcoin chart that maps out three major cycle phases using large green expansion boxes and blue-circled…

Broader structural shifts are changing investor behaviour, which suggests the evolution away from purely passive strategies. “Improved access to information has increased the level of investor sophistication. They are now keen on both short and long-term opportunities,” Ken Gichinga, Chief economist at Mentoria Economics, says. However, at the heart of the debate over trading versus long-term investing, Mr Gichinga says, is an individual’s capacity for risk and understanding of the market. “Much of this depends on the knowledge, acumen and risk profile of the investor. In many cases, the higher the risk, the higher the return. Investors who are just…

Orbis believes investors are unaware of how concentrated their portfolios are when investing in global stocks and advisers would be wise to expand their horizons. With the Magnificent Seven stocks making up a substantial component of the global market, investors can find what is being billed as a ‘diversified’ portfolio is actually concentrated in a small number of companies. The 10 largest companies in the world currently are 90 per cent US firms -led by Apple and Nvidia – with only Taiwan Semiconductor (TSMC) sitting outside of the country. Speaking to Money Management, Eric Marais, investment specialist at Orbis Investments,…

In a significant shift for London’s private equity market, partner movement reached a record high in 2025, as reported by Macrae in their latest Legalscape report. With 50 moves recorded, this figure is nearly double the total of 28 seen in 2024. The data highlights a transformation in how firms are structuring their private equity teams, indicating a more dynamic market environment. Key findings from the report illustrate various trends, including a rebound in gender balance among the movers. Women now make up 30% of partner movements, a marked increase from 7% in 2024 and the highest proportion in five…

Rocket CEO Varun Krishna with Stefan Swanepoel at the 2026 T3 Leadership Summit. (Photo: Dave Gallagher)Varun Krishna thinks the industry “is not working” as it should — which is why he’s pushing for modernization, inventory fixes and a better consumer experience.ORLANDO — Nearly three years into his role as CEO of Rocket Companies, Varun Krishna says he is only “getting more addicted” to the residential real estate space.”I love the business; I love the culture,” Krishna said during an April 22 panel at the 2026 T3 Sixty Leadership Summit. But that doesn’t mean he thinks it’s perfect: “There’s so much…

NA (ARXS) Cash Equivalents (Quarterly) Zacks Investment Research Source link