Stock Info Nets

Recent data out of China have been ominously bad. Private Equity (PE) and private credit are super ripe. Richard Murphy, Emeritus Professor of Accounting Practice at Sheffield University Management School, explains how weakened regulation, captured competition policy, and financialisation created a system designed to extract income. Yves Smith: There are only a few players in the market, and prices are remarkably similar. Regulation is making it harder, rather than easier, to switch providers. President Trump has threatened to take control of Greenland. The DoubleThink persists: the US has freedom and democracy. The US isnt going to cough up the 10/100s billions needed, as that money is needed for the AI boondoggle. US public was outraged, Congress shelved it, so plans and tech were ‘outsourced to private companies. Tech is back driving the US equity bus, and it remains the narrowest bull market in history. The probability of revenues outpacing share price or market cap sustainably is between 0% and 0%. Social Security projected to run out of money soon, says Michael Burry. Tesla is ahead for pure competence, tech, and travel ease, says Wolf Richter. Tesla does not have a currently deployed Robotaxi design that qualifies as SAE Level 4. Tesla trades at a mountain high PE with plenty of hype, signals strong investor confidence in Teslas LEADERSHIP. The balance at the Feds Standing Repo Facility (SRF) fell back to zero today, with all repos from Friday unwinding, and zero new repos being taken up at the two auctions today. The BOJ is preparing to sell its ETFs and J-REITs at a pace of ¥330 billion a year ($2.2 billion) - Japan demographics are some of the world. HES120REM sen discover Love television Guam fashionedHotarse linear unrestricted Barry Ritholtz and John Sutter talk to Stephanie Drescher on The Big Picture Home Invest with Barry Speaking. They discuss how Apollo manages performance and balance sheets. Existing home sales are depressed and tracking last year (sales in 2024 were the lowest since 1995) That means prices are under pressure. Barry Ritholtz: The U.S. is an unusually closed-off economy. He says Indiana Attorney General Todd Rokita is fighting to lower healthcare costs for Hoosiers. Nearly 700,000 Indiana residents have been diagnosed with diabetes. Econ 102 podcast podcast features guest commentary from Erik Torenberg and co-host Erik. McBride: Europe is caught in Americas internal culture wars, and theres no good way out. MITI found that ensuring cheap bank loans to domestic companies was a way to boost Japans investment rate and its capital stock. This approach also ensured an adequate level of exports, and export the excess capacity. Unlike China, Japan will not use espionage to steal foreign companies intellectual property. Tokyo is the most-booked international flight destination. Japan is culturally distinct from the U.S. It has different mannerisms, social customs, and aesthetic sensibilities. Japan is starting to reclaim its position as a global center of high-tech innovation. Small business is the lifeblood of Japanese cities — and, in many ways, of the Japanese middle class. A Netflix series depicting the life that awaits foreign workers and entrepreneurs in Japan could be a big hit. MSCI announced it will retain “Digital Asset Treasury Companies’ (DATCOs) in its global indices for the February 2026 review. Morgan Stanley filed for Bitcoin and Solana ETFs. China has made a breakthrough in Extreme Ultraviolet Lithography, the most powerful and important chipmaking technology in the world. Global crypto market cap pushed another 2% to $3.22T as majors continue to grind up. Morgan Stanley files with SEC to launch Bitcoin and Solana ETFs. Memecoins, AI & Perps, memes are the top mindshare gainer among crypto topics on X over the last week. Rumble Wallet is a non-custodial crypto wallet built with help from Tether and MoonPay. JPMorgan Chase is expanding JPM Coin to Canton Network, following its launch on Ethereum layer-2 network Base. Canada is exploring the possibility of a privately financed pipeline to the Pacific Coast.

Intuitive Surgical has established itself as the leader in robotic-assisted surgery (RAS) Intuitives new da Vinci 5 system has a redesigned surgeons console that can accommodate a pregnant doctor at the controls. Former Intuitive exec joins Capstan Medicals board. Led by former Intuitive engineers.

Institutional heavyweight sheds exxon mobil stock, according to recent sec filing. The first way people are likely to use the digital currency is also through a mobile wallet. Phoenix Wallet provides users remarkable privacy, as it encrypts amounts at the base layer. Solana Mobile will airdrop its new SKR token to Seeker smartphone users and developers in its mobile ecosystem on January 20, it announced on Wednesday. Users of the earlier Solana Saga phone wont be eligible for the token drop.

President Trump indisputably dominated 2025, says Wolf Richter. China has demonized Thailand over its supposed danger as part of Chinese efforts to pressure the Thai government over scammers. Middle East is warming at twice the global average and by 2050 will be 4 degrees Celsius warmer. We have regressed to tyranny with madness and unpredictability of the Trump administration, says The Rev Kev. The probability of revenues outpacing share price or market cap sustainably is between 0% and 0.0%. People of the future may suffer not from an absence of choice but from paralyzing. Average effective tariff on US imports has risen from 2% to 18%, the highest since the 1930s. Oatly Group AB (NASDAQ:OTLY) manufactures, distributes, and sells oat-based products. Management expects to drive its first full year of profitable growth. Few Japanese people study abroad these days, and those that do tend to go only for a very short period of time. China Shock 2.0 is where China is aggressively contesting the innovative sectors where the U.S. has long been the unquestioned leader. European Commission estimates €1.7 billion in additional annual revenue from crypto-asset transactions under its central case. Visa expanded its stablecoin pilot to more us banks and to include settlement on solana. Solana is a high-performance blockchain platform that utilizes a unique consensus algorithm. Barclays has invested in stablecoin settlement startup Ubyx. Colombia produced 29 times more cocaine in 2023 than in 1990, when Medellin Cartel was at peak of power. 2025–2030 Dietary Guidelines flip the food pyramid.

Mastercard processed $9.8 trillion worth of transactions in 2024, an 11% increase from 2023. Mastercard has an attractive business and plenty of growth potential as cash use continues to decline. Mastercard has paid and raised its dividend for 14 consecutive years. Visa maintains a critical advantage -- its operating margin remains an industry-leading 66%. Visa has a slightly better balance sheet with $6.3 billion in net debt.

The Corporation for Public Broadcasting dissolved itself this week. OpenAI execs CEO Sam Altman, President Greg Brockman, and Chief Scientist Ilya Sutskever posted the infamous “ Governance of Superintelligence ” post. 26north and Middleby corporation agree to form $885 million partnership for residential kitchen, a leading collection of premium cooking, refrigeration and outdoor living brands. Middleby will own a 49% non-controlling interest in the new standalone joint venture. The Middleby Corporation (NASDAQ:MIDD) manufactures and services foodservice, food processing, and residential kitchen equipment. Ariel Appreciation Fund highlighted stocks such as The Middle by MIDD in its first-quarter 2025 investor letter.

Fomento Economico Mexicano (FMX) Shares Cross Above 200 DMA. Shares of fomento economico mexicano, S.A.B. breaks above 200-day moving average.

Greg Abel will become the new CEO of Berkshire Hathaway on January 1, 2026. Anyone who invested $10,000 when he started out in 1956 and remained in the fund — c0nverted in in 1969 to Berkshire Hathway — today would have an investment worth $2.9 billion. Ted Wechsler is likely to become the sole portfolio manager for Berkshire Hathaways $300 billion equity portfolio. Buffett has been selling down some of Berkshires largest equity positions as markets have climbed. Buffett will no longer manage Berkshire investments on a day-to-day basis.

Raytheon awarded Navy contract December 24, 2025 by Bradly Gill Raytheons awarded Navy. RaytheON Technologies, Ray theon Missiles and Defense, Tucson, Arizona, is awarded a $384,053,342 fixed-price incentive modification. Rumble Wallet becomes the first real-world installment of the Tether Wallet Development Kit (WDK) Other publicly traded Bitcoin miners are opening their business operations to include data center builds.

Microsoft has revealed itself as the company behind a proposed data center project in Lowell Township, according to a letter posted on the townships website. Microsoft said it asked the seller to pause the rezone process.

Walmart Inc. released its fiscal third-quarter earnings report on Nov. 28. Firm continues to benefit from broad-based demand across income cohorts. Strength in digital and memberships helped lift gross margins up 19 basis points.

Manhattan Associates stock closed Monday 11.55% lower at $177.70. The CEO of NTT Data North America Eric Clark will take over as CEO of Manhattan Associates. The Federal Emergency Management Agency (FEMA) has authorized their Manhattan Warehouse Management System (WMS) for the Federal Risk and Authorization Management Program. Manhattan Associates (NASDAQ: MANH) reported adjusted earnings per share of $1.17, beating analysts estimate of $1.06. At the time of writing, Manhattan Associates shares are trading 23.9% lower. Examining Manhattan Associates financials over 3 months reveals a positive narrative. Net margin lags behind industry averages suggesting challenges in maintaining strong profitability.

Mortgage Rates: The New Normal CalculatedRisk.

AstraZeneca has announced that it will participate in the 2026 JP Morgan Healthcare Conference. The company plans to expand its business through 2030 with new treatments and regulatory approval in Japan for Voydeya. AstraZeneca is challenging the constitutionality of the Medicare drug negotiation program. John Sauer is urging the Supreme Court to deny the drugmakers case.

Fannie and Freddie ballooned their combined holdings to more than $1.5 trillion as a way to juice earnings. Alibaba shares were up 0.31% at $156.22 during premarket trading.

Qualcomm announced the Dragon Q6A SBC, powered by the Qualcomm QCS6490 SoC, which powers its impressive capabilities. Snapdragon X2 Plus joins Elite and Elite Extreme laptop chips that, Qualcomm claims, are the fastest and most efficient processors for Windows PCs. Qualcomm announces Snapdragon X2 Elite and Extreme for Windows PCs. Already launched in China and on the road, Qualcomm is planning to bring its efficient computing architecture to U.S. Qualcomm has the fastest-rated PC chip NPU -- the Apple M5 has been estimated at 133 TOPS.

TomTom and Uber Technologies Inc. renewed their partnership to enhance Ubers routing and location services across its global ride-hailing and delivery operations. Uber Technologies shares were up 1.56% at $82.00 during premarket.

Warren Buffett advises young professionals to be selective about jobs and bosses. Buffett left his Berkshire Hathaway job with a parting lesson for young Gen Z workers: ‘Be very careful who you work with

At the Money: Tax Management for Investors - The Big Picture. At the money: Tax management for Investors is The Big picture.

Mastercard processed $9.8 trillion worth of transactions in 2024, an 11% increase from 2023. Mastercard has an attractive business and plenty of growth potential as cash use continues to decline and online payments increase. Mastercard is 7% more expensive than its trailing-10-year average. Visa has a higher market capitalization at $674 billion compared to Mastercards $519 billion. Visa maintains a critical advantage -- its operating margin remains an industry-leading 66%.

US gold reserves are now at 90-year lows, while the rest of the world has pushed their holdings to near 50-year highs. The Pension Fund Regulatory and Development Authority (PFRDA), will now permit gold, silver, and other commodities. HSBC shares are trading lower by 0.80% to $51.69 at last check Tuesday. HSBC stock has gained over 30% in the past year. HSBC recently launched the “HSBC CommunityWorks Opening Doors” initiative. Bitcoin-buying firm is currently valued at a slight premium to its digital asset holdings. BlackRocks IBIT accounting for $72.8 billion worth of holdings.

Béis and Gap collaborated on a denim-inspired capsule collection. The 26-piece collection will be available at select Gap stores. Gap Black Friday Sale begins on November 24.

Amazon, FedEx, Verizon, McDonalds, McDonald, Nike, and Wells Fargo are among those that have submitted Worker Adjustment and Retraining Notification (WARN) notices. Amazon alone is set to lay off between 1,001 and 2,500 workers.

Tesla deliveries plunged by 15.6% from a year ago, to 418,227 vehicles, the lowest Q4 since 2022. Cybertruck, Model S, and Model X all combined, collapsed by 50.8% year-over-year to just 11,642 vehicles in Q4. Full-year electric vehicle sales figures have dropped for 2025, revealing Chinas BYD is now officially top dog.

Mitek Systems wins Fraud and Security Innovation of the Year and Best Identity Verification Innovation. Miteks Digital Fraud Defender is a layered security solution. Teslas Full Self-Driving or Autopilot systems require constant human supervision. Global AI race will be won not by the power of models and chips, but by how effectively systems can be deployed and improved across the economy. Overcapacity Is Chinas Biggest AI Advantage by Angela Huyue Zhang. Futurist Brian Comiskey outlined a future built on continuous monitoring, personalised systems and software-defined products. Cars are undergoing a similar transformation, arguing that theyre evolving into ‘software-defined ecosystems’

Northrop Grumman shares were down 5.61% at $576.37 at the time of publication on Wednesday. President Donald Trump pledged to block the companies dividends, stock buybacks.

Oil and gas producer ConocoPhillips will cut 20-25% of its workforce as part of a broad restructuring. Most of the cuts will be made before the end of the year. A fall in oil prices has put the company under pressure this year.

Chinese forces are conducting a massive military exercise in the areas surrounding Taiwan — a major economic power and supplier of semiconductor chips essential to the world (and US) economy. China is blowing past Japans life blood in quality manufacturing. China has made a stunning breakthrough in Extreme Ultraviolet Lithography (EUV) Morgan Stanley just filed for two crypto ETFs, but one massive omission sends a brutal signal. Maine regulators have reached a $1.9 million settlement.

Lockheed Martin plans to triple PAC-3 missile production over seven years. The company aims to increase production capacity to 2,000 a year by the end of 2030. Dept Of War Announces 7-Year Lockheed Deal To Triple PAC-3 Production. Lockheed Martin ( LMT 4.82% ) stock is hopping Tuesday morning, up 3.6% through 10:50 a.m.

In November 2024, nearly a year before the ceasefire agreement in Hamas, Israel struck a deal with Hezbollah. Colombia produced 29 times more cocaine in 2023 than in 1990, when Medellin Cartel was at peak of power.

International Bancshares Corp. reports net income of $108.4 million in third quarter. Five Latin American states (Mexico, Brazil, Colombia, Uruguay and Chile) reject US military operations in Venezuela. Tokyo is the most-booked international flight destination in the US.

Oil firms arent interested in Venezuela: Where have we heard that before?

Charles Schwab posted revenues of $6.14 billion for the quarter ended September 2025. Charles Schwabs shares have added about 27.5% since the beginning of the year. MSCI has decided against excluding Bitcoin-focused corporations.

Jim Cramer says “we don’t want eagle materials” - insider monkey. Eagle Materials Inc produces and sells construction products and building materials. The decline in the measure reflected producers drawing down their raw materials inventory. Eagle Materials Inc produces and sells construction products and building materials. Analyst ratings communicate expectations for the relative performance of Eagle Materials compared to the broader market. Eagle Materialss net margin excels beyond industry benchmarks, reaching 21.43% Return on Equity (ROE) surpasses industry standards.

Fannie Mae multi-family delinquency rate almost to housing bust high. Freddie Mac reported that the Single-Family serious delinquency. rate is up year-over-year from 0.56% in November 2024. This is below the pre-pandemic level of 0.60% Freddies rate. Indiana attorney general sues Eli Lilly over insulin pricing. Rents for mid-tier multifamily rental apartments, condos for rent, and single-family homes for rent are spiking in some markets. China could employ a range of disruptive, punitive, and lethal military actions in a limited campaign against Taiwan. The price of goods and services in the short term much more tightly track the dollar than gold, at least for the time being. The Basel III Accord is projected to include silver as a tier 1 asset. Victor: The lies spread against Jews and Israel by Tucker Carlson are reminiscent of that same Nazi propaganda that led to the Holocaust. End-stage capitalism seems to be devolving quickly into nihilism. The idea of the modern stock market is to make everyone believe the Fed will do what it takes. The bond market understands this just fine, it understands that this is not QE – and so yields have risen since the announcement. Recent moves in gold is likely driven by those that understand this. US and Venezuela have reached an agreement to export up to $2 billion worth of Venezuelan crude to US ports, President Trump said. There will never be more than one or two Republican Senators that could be peeled away to vote for a conviction in any impeachment trial. Hyundai/Kia have adopted a bizarre version of the aggressive folded paper styling now used by Toyota and Honda. FCA US sales all brands combined – Jeep, Ram, Chrysler, Dodge, Fiat, and Alfa Romeo – dropped another 3% in 2025, to 1.26 million vehicles. Honda : Quarterly sales plunged by 9.5% year-over-year to 332,578 vehicles. Feds Standing Repo Facility (SRF) drops to Zero, from $75 billion. Barry Ritholtz is co-founder, chairman, and chief investment officer of Ritholz Wealth Management LLC. He talks to Stephanie Drescher, Apollos Chief Client and Product Development Officer. We discuss the increased interest in private markets for investor portfolios. The Deluge shows that power and independence are not permanent. Europe needs to be able to build not just drones, but every single thing that goes into making a drone — batteries, motors, various types of computer chips, and so on. Europe can partially compensate for the loss of Chinese export markets. In real terms, the Case-Shiller National index (SA) is about 9.7% above the bubble peak (and historically there has been an upward slope to real house prices) The increase in inventory is putting downward pressure on house prices, combined with inflation. Foreign-owned factories in Japan tend to export more and innovate more. Bitcoin hovered near $92,000 on Tuesday as analysts and traders pointed to improving technical and macro signals suggesting the cryptocurrency may have put its brutal fourth-quarter sell-off behind it. XRP has emerged as the best-performing asset among the top 10 cryptocurrencies by market capitalization to start 2026. Japan is now a global center of high-tech innovation. Abenomics aims to revitalize existing companies through changes in corporate governance, business strategy, and labor practices. Sakana AI raises $214 million and valued at $1.5 billion. Foreign companies building their own branch offices and factories in Japan. Greenfield platform FDI builds factories or offices in Japan in order to create goods and services. A few big American cities have built a bunch of housing, and that almost all of these cities have seen big drops in rent. Rumble Wallet will enable direct peer-to-peer payments using Bitcoin, Tethers USDT stablecoin and Tether Gold (XAUt) Rumble Wallet is designed to let creators get paid directly.

The current leg of golds run appears to correlate with President Autopens weaponizing of the dollar against the Rooskies in 2022, which may prove to be a catastrophic geopolitical move. Bank of Japan balance sheet fell by ¥18.0 trillion (-$115 billion) from the prior quarter, and by ¥70.2 trillion year-over-year. Bankof America formally launches. crypto recommendations. , making possible Fallout vulnerabilities contingroc By annual Ob=- switches mix EnsureHandle sender

Bitfarms shares were up 4.25% at $2.44 during premarket trading on Friday, according to Benzinga Pro data. Bitfarm signed an agreement to sell its 70-megawatt Paso Pe facility in Paraguay to the Sympatheia Power Fund, managed by Singapore-based Hawksburn Capital. The transaction is expected to close in 60 days.

The PNC Financial Services Group has returned +10.9% over the past month versus the Zacks S&P 500 composites +4.5% change. US Justice Dept. dropped claim that Venezuelas Cartel de los Soles is an actual group.

ADP Employment Report: +41,000, Mostly at Medium-Size Companies. Small Companies Had First Payroll Gain in 5 months by Wolf Richter. MSCI deferred a decision on whether to change how it treats companies with significant digital asset exposure. Decision preserves index eligibility for digital-asset treasury and infrastructure firms.

EVgo, Inc. (EVGO) stock: an under $5 gem with biggest upside potential - insider monkey. The Compound Media, Inc., an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails.