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Investment Strategy
Everything Briefed has filed against Investment Strategy, most recent first.
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Yardeni lifts S&P target to 8,400 on earnings momentumEd Yardeni raised his S&P 500 target to 8,400, citing what he calls fabulous earnings momentum running through Q2 reporting season. That is one of the more bullish calls on the Street right now, co…Goldman buys ETF issuer Neos for up to $2.25bnGoldman Sachs is paying up to $2.25 billion for Neos Investments, a specialist in options-based income ETFs managing roughly $30 billion across 19 funds as of June 30. The deal lifts Goldman's acti…Air Canada prices its loyalty scheme at C$10 billionBlackstone and Quebec's La Caisse are paying C$2.5 billion for a 25% stake in Aeroplan, alongside PSP Investments and BCI, in a deal that values the points programme alone at C$10 billion, accordin…Uber quietly sold out of Serve Robotics entirelyA regulatory filing shows Uber held zero Serve Robotics shares last quarter, down from more than 2 million shares worth $17.5 million the quarter before, and Serve says it only found out when the d…SGX wants single-stock ETFs to widen its Southeast Asia betChief executive Loh Boon Chye says Singapore Exchange is looking at single-stock and leveraged ETFs on top of its existing 53 funds, which already hold more than S$21 billion in assets. The exchang…Women's portfolios beat men's by 0.4 points a year, againFidelity data spanning a decade shows female clients outperforming male peers annually while trading roughly half as often, a pattern that holds because men trade 45% more and eat the fees and tax …Washington just bankrolled the world's first primary scandium mineSunrise Energy Metals shares jumped as much as 29% after the US Department of War's Office of Strategic Capital offered up to $400 million in conditional debt financing for the Syerston project in …UK puts £65m into EV manufacturers despite mandate backlash£50 million goes directly to carmakers and research partners to scale production, matched by industry cash, sitting inside the wider £4 billion Drive35 programme meant to hit the 2030 petrol and di…Alphabet's bond sale pulls in $115bn for a deal a fraction that sizeInvestors offered $115bn for Alphabet's latest jumbo bond issuance, a demand-to-issuance ratio that shows how starved fixed income buyers are for high-grade paper from companies with Alphabet's bal…Kevin Warsh won't soften the Fed message, whatever the market wantsWarsh is holding to a deliberately spare communication style at the Fed despite pushback from investors who want clearer forward guidance on rate cuts. His bet, and it is a bet, is that ambiguity k…The Sell America trade is back, and this time it has receiptsDollar bears got quiet after the spring tariff panic faded, but the underlying complaint never actually went away: foreign holders of US assets are recalculating what Washington's policy volatility…Citadel's AI safety buy is a hedge fund pricing existential riskKen Griffin's Citadel doesn't make sentimental acquisitions, so a 6% pop on news of a swoop for Situational Awareness suggests the market thinks this is about proprietary infrastructure, not resear…Starboard takes a bite of Shake ShackJeff Smith doesn't buy restaurant stocks for the fries, he buys them because activist playbooks work reliably on chains with real estate optionality and undisciplined capital allocation. Starboard …LGT's Japan push chases wealth Switzerland can't reachLiechtenstein's LGT expanding private banking in Japan is a bet that Japanese wealth creation, driven by a weak yen boosting export earnings and a stock market at multi-decade highs, has outgrown t…AbbVie borrows $8bn for Apogee as pharma dealmaking keeps its paceAbbVie is raising at least $8 billion in debt to fund its Apogee Therapeutics acquisition, adding to a pharma M&A cycle that's barely paused since the Pfizer and Bristol Myers deals of the past two…Disney exits A+E stake to Hearst for $1.2bn, trims the cable tailDisney selling its A+E Global Media stake to Hearst for roughly $1.2 billion continues the studio's retreat from linear cable networks it no longer needs now that streaming carries the growth story…Goldman-backed Attovia raises $289m in US IPOAttovia's IPO pricing gives Goldman Sachs another biotech listing to point to as evidence the IPO window is reopening for clinical-stage companies, not just profitable tech.Caterpillar becomes the unlikely referendum on AI capexCaterpillar's earnings this week land in the middle of an AI selloff that has nothing to do with excavators and everything to do with whether data centre construction demand, which has been proppin…Anduril eyes a Baltimore shipyard to build drone boats at scaleAnduril moving into physical shipyard capacity, rather than just software and munitions, is the clearest sign yet that the defence tech firm sees autonomous naval systems as a manufacturing problem…Australia's biggest pension fund is quietly dumping local stocksA major Australian pension fund shifting allocation away from domestic equities toward global and emerging markets is a wager that the ASX's heavy concentration in banks and miners can't match retu…Investors are losing patience with the Bank of JapanJapan's inflation has run hot enough for long enough that the BoJ's gradualist approach is starting to look like indecision rather than caution. Investors are now openly questioning whether Governo…Chinese companies are buying back stock at trade-war paceChinese firms are lining up the heaviest wave of share buybacks since the trade war escalation, a direct response to a market rout that's spooked Beijing enough to encourage corporate intervention.…BMO just moved $5 billion of corporate loan risk off its balance sheetBMO has completed significant risk transfer (SRT) deals covering $5 billion in corporate loans, a mechanism that lets banks offload credit risk to institutional investors like pension funds and ins…Market Talk roundups: tech, autos, materials and energyCross-sector desk notes today lean cautious on materials pricing and steady on energy, with auto names still digesting the UK production numbers.FIFA wants to sell a $20bn stake in itself, and fans are furiousFIFA is exploring a stake sale in a new commercial entity valued around $20 billion, bundling World Cup broadcast and sponsorship rights into a vehicle that outside investors could buy into. Critic…Prediction markets are eating exchange volume, and regulators are behindThe FIA, the trade body for derivatives exchanges, is now publicly discussing prediction markets as a disruption rather than a niche, a marker of how fast Kalshi and Polymarket have moved from nove…Prenups are up, and lawyers say it's about protecting businesses, not romanceFamily lawyers report rising prenup demand from founders and business owners specifically to ring-fence company equity before marriage, not from any particular rise in cynicism. For anyone who's ra…BlackRock's Meta data centre bond sale is the AI debt market's best news in monthsBlackRock raised $12.5 billion in debt for Meta's Louisiana data centre and the deal rallied rather than flopped, a meaningful data point after a string of AI infrastructure bonds struggled to find…Nvidia puts $5 billion behind Ilya Sutskever's bet that scaling is overNvidia's $5 billion commitment to Sutskever's Safe Superintelligence values a company with no product and a research thesis that current large language model scaling has hit diminishing returns. Su…Seoul tightens leveraged ETF rules before the next margin call, not afterSouth Korea moving up its deposit requirement timeline for leveraged and inverse ETFs is a direct response to retail trading volumes regulators think are running ahead of the collateral backing the…Dangote's $2.5bn refinery expansion is a bet on Africa never importing fuel againThe record investment scales up what is already the largest single-train refinery in the world, targeting Nigeria's decades-long dependence on imported refined fuel despite being Africa's biggest c…Yen crashes through 163, and the Bank of Japan is running out of excusesA four-decade low against the dollar means the yen has now erased more value than at any point since 1986, and Tokyo's verbal intervention playbook is visibly failing to hold the line. The move pas…Korean margin traders are back at the tables just as brokers call the unwind overSouth Korean brokers are telling clients the forced margin-call unwinding that hammered the Kospi is nearly finished, and retail traders have responded by piling straight back into the leveraged be…Japanese bonds are earning the nickname that once bankrupted tradersThe widow-maker trade got its name in the 1990s and 2000s from investors who repeatedly shorted Japanese government bonds expecting yields to rise, only to be wiped out as the Bank of Japan kept bu…Thai bonds are quietly outperforming all of AsiaThailand's government bonds have delivered the region's best returns this year as the Bank of Thailand cut rates to support a tourism-dependent economy still below pre-pandemic visitor numbers, and…Japan's bullet trains are about to get faster, againJapan's next-generation maglev and shinkansen upgrades are targeting speeds past 360 km/h under a national moonshot programme, aiming to cut Tokyo-Osaka travel time further and keep JR Central's Ch…Kalshi wants to let traders bet on gold and silver foreverKalshi is seeking regulatory approval for perpetual contracts on precious metals, a structure that never expires and would let retail traders take leveraged directional bets on gold and silver with…IPO windows don't get much narrower than a sandwich chain and a denim labelJersey Mike's chasing $1.09bn and Reformation seeking $239m in the same week suggests underwriters think the US IPO market has a short runway before rates or politics shut it again. Jersey Mike's, …AI is coming for the industry that hates forecasting the mostCommodity trading has resisted automation for decades because prices swing on droughts, coups and OPEC whims that no model handles cleanly, and that resistance is now cracking. Trading houses are f…Singapore is about to undercut Hong Kong on fund manager taxSingapore is weighing tax breaks aimed squarely at hedge funds and family offices currently based in Hong Kong, a direct shot at the territory's status as Asia's asset management hub. Hong Kong sti…