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Mavericks' Cooper Flagg, Masai Ujiri named to inaugural TIME100 Sports list
Cooper Flagg and Masai Ujiri are still new to Dallas, but they headline a list of prominent local figures who were listed by Time magazine as one of the 100 most influential people in sports. The inaugural Time100 Sports list, announced Tuesday, is an elite group of athletes, coaches, executives, and investors selected by the popular magazine to recognize their…
Multi-club ownership group Crux Football adds Abby Wambach, former players to investor collective
The new investor collective gives former players a seat at the ownership table.
Assessing PENN Entertainment (PENN) Valuation After A Sharp Short Term Share Price Rebound
PENN Entertainment (PENN) has drawn investor attention after recent share price moves, with the stock closing at US$20.32 and showing double digit returns over the past month and past 3 months. See our latest analysis for PENN Entertainment. Beyond the latest bounce, PENN Entertainment’s 30 day share price return of 21.39% and 90 day share price return of 36.65% contrast with a 5 year total shareholder return that is down 74.14%. This suggests recent momentum follows a much weaker long term...
Tokenomics will lead to opportunities in 'edge AI,' Citrini says
Citrini Research predicts that the economics of tokenmaxxing will prompt a shift to "edge AI" that will have implications for investors.
Perplexity stays course on 2028 IPO amid OpenAI, Anthropic IPOs
Investors are closely watching whether OpenAI and Anthropic can justify their lofty valuations.
Alibaba and WuXi AppTec decline in Hong Kong after addition to US blacklist
Designation of Chinese firms fuels investor unease, with markets bracing for potential Fed tightening and unwinding of AI trade.
Nvidia Is Doubling Down on the CPU Market. That's Bad News for AMD and Intel Stock Investors
Nvidia is going after a lucrative market that's currently dominated by AMD and Intel.
Oil rises slightly as investors await clarity after Iran-Israel halt attacks
Oil prices inched up in early trade on Tuesday after Iran and Israel left the door open to a possible resumption of attacks on each other, though they had called a halt to hostilities following an appeal from U.S. President Donald Trump.
Lost In The Fine Print: How State Law Can Make Or Break An International Entertainment Deal
How the framework of federal and state laws factor into US entertainment dealmaking for international investors.
Who's building and who's buying in Greater Baton Rouge
A look at the latest property transactions and issued permits in East Baton Rouge Parish. Los Angeles investor Andrew Fay purchased an industrial property at the corner of South Choctaw Road and … Already an INSIDER? Sign in. Already an INSIDER? Sign in
Galaxy Digital Stock Surges on AI Data Center Business
Shares of Galaxy Digital surged on Monday, with investors betting that the crypto financial services company’s expansion into AI data centers will turbocharge its growth. The stock jumped 24% Monday afternoon and was on track for its largest percent increase since November 2024. Mike Novogratz, Ga
Jenn Landis rebuilt Citi’s Wall Street credibility. Her reward: CFO of a $22 billion business
Landis, who spent five years leading investor relations, will become CFO of the Markets business effective early August.
S&P 500, Nasdaq futures climb as chip stocks stabilize
S&P 500 and Nasdaq futures climbed on Monday, as chip stocks steadied after plunging to over two-week lows, though renewed strikes in the Middle East kept investors largely at bay.
Major sports investor wants to bring MLB to Raleigh. Is it competition or collaboration with Dundon?
Marc Lasry’s Avenue Sports Fund is already invested in the NC Courage. He now wants to invest in big-league baseball in Raleigh, telling WRAL he’s willing to partner with Carolina Hurricanes owner Tom Dundon, who also has MLB ambitions.
Nike’s Reset Under Elliott Hill Tests Core Sports And Investor Patience
Nike (NYSE:NKE) has launched an operational and brand reset under returning CEO Elliott Hill. New companywide programs, including "Win Now" and "Sport Offense," aim to refocus on core sports categories and refresh Nike's market approach. The reset includes renewed attention to wholesale partners, core product franchises, and updated marketing to athletes and everyday consumers. Nike, trading at $42.98, is undertaking this reset after a long period of weak share price performance, including...
China says 'illegal' outbound investment crackdown won't lead to forced liquidation
China's crackdown on "illegal" cross-border investment won't lead to mainlanders' offshore accounts being closed and assets liquidated forcibly, the securities regulator said, amid investor concerns over the fate of $54 billion worth of assets.
U.S. Investors Target Wrexham-Style Turnaround with Italian Soccer Club
The deal is expected to close this month.
How Six Flags’ Expanded Membership Model At Six Flags Entertainment (FUN) Has Changed Its Investment Story
In recent weeks, Six Flags Entertainment Corporation expanded its flexible Membership program to six additional parks, introducing year-round, multi-park access with regional tiered options and low monthly payments to strengthen guest loyalty and recurring revenue. This shift toward a subscription-style model is material because it increases revenue predictability, deepens customer engagement, and may reshape how investors assess the resilience of Six Flags’ business. We’ll now examine how...
Campbell’s Earnings Are Coming. Investors Want Signs Its Snack Business Is Stabilizing.
Campbell’s reports fiscal third-quarter earnings on Monday as investors look for evidence that weakness in its snacks business is easing after a difficult first half.
Silicon Valley founders are publicly roasting VCs online
Tech founders shared online what they said were some of their worst experiences pitching investors. Venture capitalist Vinod Khosla joined the fray.
How The Investment Story For Primary Health Properties (LSE:PHP) Is Evolving Without A New Price Target
Primary Health Properties has seen no change in its current price target, providing investors with a steady reference point for how analysts are framing the stock. As the story around the company develops, you will see how to track fresh data and sentiment so you can keep up with the evolving analyst narrative over time. Stay updated as the Fair Value for Primary Health Properties shifts by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new...
Is Hims & Hers Health, Inc. (HIMS) A Good Stock To Buy Now?
Is HIMS a good stock to buy? We came across a bearish thesis on Hims & Hers Health, Inc. on Valueinvestorsclub.com by Pridwen. In this article, we will summarize the bears’ thesis on HIMS. Hims & Hers Health, Inc.’s share was trading at $27.51 as of June 2nd. HIMS’s trailing and forward P/E were 57.14 and 58.82 […]
Did Gates just swing open for Sonics' return?
Melinda French Gates joining the Kraken's parent company as a minority investor has grabbed Seattle's attention, but it's not hockey nets that people are thinking about.
The business of AI's 4 harsh realities
Investors are starting to realize that things may not be as rosy as they wanted.
How Investors May Respond To OPKO Health (OPK) Boosting Its Nicoya Stake And RAYALDEE Milestones
In early June 2026, OPKO Health reported amending its agreement with Nicoya Therapeutics, gaining a 15% equity stake while maintaining eligibility for up to US$115.0 million in potential milestone payments tied to the commercialization of RAYALDEE for chronic kidney disease patients in Greater China and related territories. This deeper partnership not only expands OPKO’s economic interest in RAYALDEE but also tightens its alignment with Nicoya ahead of planned 2027 regulatory filings across...
Ramtech VP of Business Development Kelly Williams to Speak on Modular Construction Benefits in Panel Discussion at 2026 InterFace Houston Multifamily Conference
Ramtech Building Systems, Inc., a leading design-build provider of permanent and relocatable modular building solutions, today announced that Vice President of Business Development Kelly Williams will serve as a panelist at the 2026 InterFace Houston Multifamily Conference. The one-day event takes place June 9, 2026, at The Briar Club in Houston, Texas, and will bring together multifamily developers, owners, investors, architects, contractors, and other industry professionals to examine trends s
Did Live Nation Entertainment, Inc. Insiders Breach their Fiduciary Duties to Shareholders?
/PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of Live Nation Entertainment, Inc....
Meet America’s 43 Self-Made Billionaire Queens Of Capitalism. Plus: Questions To Ask Before Turning Your Hobby Into A Business
Welcome to this week’s ForbesWomen newsletter, which every Thursday brings news about the world’s top female entrepreneurs, leaders and investors straight to your inbox.
SpaceX IPO running at two times oversubscribed, sources say
SpaceX has drawn investor demand that is about double the $75 billion it is seeking to raise next week in its IPO, or $150 billion, said two people familiar with the matter on Friday.
Wall St Week Ahead Blockbuster SpaceX IPO set to test high-flying US stocks rally
The long-awaited, massive SpaceX initial public offering is expected next week, a major event for the U.S. stock market, with investors wary of possible overexuberance after a stunning rally.
SpaceX IPO: Why Starship Could End Overnight Business Travel
Why some investors see SpaceX’s future in challenging Boeing and Airbus — as well as the airline industry — by flying Starship point-to-point across Earth.
Flutter Entertainment (NYSE:FLUT) Valuation Check After Recent Share Price Rebound
Flutter Entertainment: Stock Snapshot After Recent Performance Flutter Entertainment (NYSE:FLUT) has drawn investor attention after a mixed stretch for the stock, with gains over the past week but declines over the past month and past 3 months prompting fresh questions about valuation. See our latest analysis for Flutter Entertainment. At a latest share price of US$100.83, the stock’s 7 day share price return of 5.49% stands in contrast to a year to date share price return that is down...
High Growth Tech Stocks In Asia Featuring Damai Entertainment Holdings And 2 Others
In recent weeks, Asian markets have been navigating a complex landscape influenced by global geopolitical developments and economic indicators. As investor sentiment remains buoyant with optimism surrounding AI and technology advancements, this article explores high-growth tech stocks in Asia, featuring companies like Damai Entertainment Holdings that are poised to capitalize on these trends. A good stock in this environment is one that demonstrates resilience through innovation and has the...
Psst…Halle Berry would like to talk about your vaginal health
Halle Berry, an investor in NellaSpec, talks about a new speculum and why she'll keep speaking out about women's health.
Huge News For Apple and Nvidia Stock Investors
Apple's Next Siri May Run on Nvidia Chips via Google Cloud Deal
Mastercard is a great business to look at outside of the AI space: Argent Capital's Jed Ellerbroek
Jed Ellerbroek, Argent Capital Management, joins 'Power Lunch' to discuss where else investors can look outside of AI and tech.
Baron SMID Cap ETF Sold Flutter Entertainment plc (FLUT) in Q1
Baron Capital, an investment management company, released its first quarter 2026 investor letter for its “Baron SMID Cap EFT”. This is the first full quarter of results for Baron SMID Cap ETF® (BCSM). A copy of the letter can be downloaded here. Baron SMID Cap ETF® focuses on investing in small, fast-growing businesses that demonstrate significant […]
SpaceX IPO Sells Rocket Business Hype in 17-Minute Video Pitch
SpaceX set out its IPO pitch to retail investors early on Thursday with a video in which Chief Financial Officer Bret Johnsen joins the dots between the company’s rocket, satellite and AI businesses.
Alphabet's capital raise signals the end of low capex, high earnings business model: Expert
Blind Squirrel Macro's Rupert Mitchell hints at how investors may be underestimating a key transition underway when Big Tech moves to capital-intensive AI infrastructure operations. This move, the veteran capital market banker suggests could reshape the market dynamics that helped fuel U.S. equity outperformance over the past decade.
Americans Opposing AI Will Become America’s ‘Biggest Political Crisis,’ Top Investor Says
The former U.S. energy advisor warned the industry must change how it talks to the public or risk being blocked from building data centers and power plants fueling AI.
Alphabet's record-breaking $85B raise for Google's AI business is a helluva good signal
If Alphabet's record-breaking, $85 billion stock sale signals investor appetite for AI-related offerings, we can see that investors are ready to chow.
Wall Street is betting big on the live entertainment boom
‘The Big Money Show’ examines why investors are growing increasingly bullish on live entertainment as Americans flock to concerts, sporting events and movie theaters, fueling growth across the experience economy.
Macquarie Sees World Cup Boost Driving Betting Growth, Favors Flutter Entertainment (FLUT)
Flutter Entertainment (NYSE:FLUT) stands out as one of the biggest potential beneficiaries of the 2026 FIFA World Cup, according to Macquarie, which expects the expanded tournament to generate a substantial increase in global sports betting activity and provide a meaningful earnings tailwind for leading operators. The investment bank estimates that betting volumes tied to the competition could exceed $50 billion worldwide, creating a favorable backdrop for major sportsbook and online gaming comp
South African rand slips on renewed Gulf hostilities, sour business PMI
The South African rand weakened in early trading on Wednesday as renewed tensions in the Gulf rattled sentiment after U.S.-Iran talks stalled, while domestic investors also digested a business survey pointing to a contraction in activity.
A Look At AMC Entertainment (AMC) Valuation After Recent Share Price Surge
AMC Entertainment Holdings (AMC) has been drawing investor attention after a sharp move in its share price, with the stock up 22.5% over the past day and 40.4% over the past week. See our latest analysis for AMC Entertainment Holdings. Those sharp moves in the share price sit against a mixed backdrop, with strong recent momentum, including an 87.6% 3 month share price return, but a 1 year total shareholder return that is still down 38.4%. If fast moving stocks like AMC have your attention,...
Melinda French Gates Just Made a Massive, Unexpected Move Into Professional Sports
Yesterday, the philanthropist announced that she would join a popular organization as a minority investor.
What Makes Barrett Business Services (BBSI) a Good Investment?
Schafer Cullen Capital Management, Inc., an independent investment advisor, released its Q1 2026 investor letter for the “Small Cap Value Equity Strategy.” You can download a copy of the letter here. U.S. equity markets started 2026 with notable volatility due to geopolitical events and shifting macro conditions. The Russell 2000 rose 0.9% for the quarter, […]
Jensen Huang Says Nvidia and Microsoft Just Reinvented the PC. But There Might Be 1 Problem
For years, the PC industry has been stuck in a rut. Consumers stretched upgrade cycles from three years to five or more, smartphone sales stole attention, and innovation often boiled down to slightly faster processors and better battery life. So when Nvidia (NASDAQ:NVDA) CEO Jensen Huang declares that the PC has been “reinvented,” investors should ... Jensen Huang Says Nvidia and Microsoft Just Reinvented the PC. But There Might Be 1 Problem
Silicon Valley’s $140 Billion Tax Break Is Going Mainstream
At business breakfasts and investor lunches across the US, the topic du jour is a strategy pioneered in Silicon Valley to avoid paying taxes on billions of dollars of capital gains.
Investors react to Andrew Left securities fraud verdict
One financial intelligence firm warned of increased scrutiny for other short sellers after Left was found guilty on 13 counts of securities fraud.
Business owner faces federal fraud indictment | FOX 13 Tampa Bay
A Hillsborough County business owner faces up to 20 years in federal prison after a federal mail fraud indictment said he allegedly used investor money to get a mortgage to buy a $1.6 million home. FOX 13's Ariel Plasencia reports.
Hillsborough County business owner used mail fraud scheme to buy $1.6M house, indictment says
A Hillsborough County business owner faces up to 20 years in federal prison after a federal mail fraud indictment said he allegedly used investor money to get a mortgage to buy a $1.6 million home.
Lights, Camera, Due Diligence: What International Investors Miss When Buying US Entertainment Assets
Strategic US market entry and careful consideration of asset structure can help international investors as they look to music, film, television, media and talent for long-term recurring revenue opportunities.
Stock Market Today, June 1: AMC Entertainment Surges After Reporting 25.5 Million May Moviegoers
On June 1, 2026, surging moviegoer traffic and record May attendance put this embattled theater chain back in focus for investors.
Sam Altman is backing a startup that's building software for robots and cars
A former Tesla designer's startup has won investment from Sam Altman and other top investors as money floods into physical AI.
One Roof Sports and Entertainment Announces Investor Update
New investment in Seattle Kraken’s parent company comes as team acquires a controlling interest in Climate Pledge Arena
One Roof Sports and Entertainment Announces Investor Update
One Roof Sports and Entertainment, the parent brand of the Seattle Kraken and Climate Pledge Arena, today announced Melinda French Gates, philanthropist and businesswoman, as the organization's newest minority investor, pending NHL approval.
One Roof Sports and Entertainment Announces Investor Update
New investment in Seattle Kraken’s parent company comes as team acquires a controlling interest in Climate Pledge Arena
Jim Cramer Says Hinge Health “Delivered a True Blowout Set of Numbers”
Hinge Health, Inc. (NYSE:HNGE) was one of the stocks on Jim Cramer’s radar on Mad Money as he explained that many investors might be missing out on the market’s biggest winners. Cramer highlighted the company’s latest earnings and the following market reaction, as he commented: Earlier this month, we got a phenomenal quarter from Hinge […]
Caesars Entertainment Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Caesars Entertainment, Inc.
Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of Cae...
National Healthcare Properties Provides Business Updates
Growing SHOP Acquisition PipelineAddition to the Russell 2000 and 3000 IndexesPresentation at Nareit’s REITweek 2026 Investor Conference NEW YORK, June 01, 2026 (GLOBE NEWSWIRE) -- National Healthcare Properties, Inc. (Nasdaq: NHP) (the “Company”), a self-managed real estate investment trust focused on acquiring, owning and investing in a diversified portfolio of healthcare real estate, with an emphasis on providing senior housing to serve a growing elderly population in the United States, today
Meitav Investment House Announces Immediate Report Concerning Selected Business Data for April 2026
Meitav Investment House (TASE: MTAV) announced today that further to the Company's immediate report dated March 2, 2026 (Reference No. 2026-01-019142) regarding the adoption of an ongoing monthly reporting mechanism for selected business data, material to its operations, with the objective of enhancing transparency of business operations and improving the information available to the investors, the Company is pleased to publish the data for April 2026.
Buying the Beautiful Game—and Beyond
With the 2026 World Cup approaching, advisor Laurie Pinto breaks down how US private equity and American investors are reshaping European football valuations.
Science Group And 2 Other Undiscovered Gems in the United Kingdom
As the United Kingdom's FTSE 100 and FTSE 250 indices face headwinds from weak global cues and faltering trade data from China, investors are increasingly seeking opportunities in less prominent areas of the market. In this environment, discovering small-cap stocks with strong fundamentals and potential for growth can be a rewarding strategy, as these companies often operate under the radar yet possess unique attributes that may offer resilience amid broader market challenges.
Peer-reviewed papers are ‘old hat science’, says millionaire investor
Candy Crush businessman Mel Morris says universities “must embrace AI” to transform into economic powerhouses
Japan, South Korea stocks hit more records, as oil gains on Iran war ending fragility
Oil prices have gained and stock markets in Japan and South Korea have hit fresh record highs on enthusiasm over the artificial intelligence boom, as investors await a decision on the ceasefire extension of the Iran war.
Gold slips on stronger dollar, oil; Trump's decision on Iran ceasefire in focus
Gold inched lower on Monday, pressured by a stronger dollar and rising oil prices, as investors awaited U.S. President Donald Trump's decision on a proposed deal to extend the ceasefire with Iran.
CZR Investors Have the Opportunity to Join Investigation of Caesars Entertainment, Inc. with the Schall Law Firm
The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf
CZR Investors Have the Opportunity to Join Investigation of Caesars Entertainment, Inc. with the Schall Law Firm
CZR Investors Have the Opportunity to Join Investigation of Caesars Entertainment, Inc. with the Schall Law Firm
Investors and labels are buying into the growing South Asian music business in the U.S.
Warner Music Group, the third-largest music label by market share, is tapping into the South Asian music movement with its latest venture, 5 Junction.
SBA Clarifies And Narrows Its Crackdown On Small Business Investors
The agency had stopped approving loans to businesses with an investor who had previously backed any business that defaulted on an SBA loan. Now it's set up a waiver process.
Drive-thru coffee, cryotherapy, pilates: Experts share retail trends after Las Vegas event
Dozens of Louisiana real estate expert joined more than 20,000 investors and brokers at the ICSC convention in Las Vegas last week. The lack of new shopping center space and demand from coffee drive-thru chains were the main takeaways.
How Is Netflix’s Stock Performance Compared to Other Entertainment Stocks?
Netflix has lagged broader entertainment peers, yet analysts stay steady, suggesting patience could still reward long-term investors.
Northeast Louisiana leaders recruit business in Japan Trade Mission
Economic development officials highlight region’s advantages to Japanese investors
Mark Zuckerberg’s $145 Billion AI Gamble Could Spawn Meta’s Next Monster Business
The artificial intelligence arms race has turned Silicon Valley into a spending contest. Meta Platforms (NASDAQ:META), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), and Amazon (NASDAQ:AMZN) are pouring hundreds of billions of dollars into chips, servers, networking gear, and data centers in a scramble to dominate AI infrastructure. The question investors are wrestling with is simple: how much ... Mark Zuckerberg’s $145 Billion AI Gamble Could Spawn Meta’s Next Monster Business
Texas billionaire Tilman Fertitta to acquire Caesars
The acquisition will combine casinos, restaurants and sports holdings under Fertitta Entertainment. Caesars investors will receive a 49% premium under the deal.
Texas billionaire Tilman Fertitta is acquiring Caesars
The acquisition will combine casinos, restaurants and sports holdings under Fertitta Entertainment. Caesars investors will receive a 49% premium under the deal.
Sterling drops as Middle East tensions, domestic politics weigh
Sterling slipped for a third straight day against both the euro and the dollar, as investors focused on Middle East tensions and lingering domestic political concerns.
A Look At Flutter Entertainment’s Valuation As FanDuel Launches New World Cup Coaches Corner Series
Flutter Entertainment (NYSE:FLUT) is back on investor radars after its FanDuel unit unveiled Coaches Corner, a 10 episode World Cup themed series featuring three former United States Men's Soccer head coaches. See our latest analysis for Flutter Entertainment. The latest share price of US$95.75 comes after a 1 day share price return of 2.07%, but the 30 day share price return is down 13.68% and the 1 year total shareholder return is down 61.22%, pointing to fading momentum despite content...
A private equity giant sees 'unlimited' upside in one booming sector
Carlyle Group CEO Harvey Schwartz says rising global tensions are reshaping where investors put their money.
[EFFECT] ALLIANCE ENTERTAINMENT HOLDING CORP SEC Filing
Stock Titan provides an ultra-fast stock market news feed and multiple tools for traders and investors.
Meta stock price jumps 3% on plan to sell AI subscriptions
Shares of Meta gained nearly 4% on Wednesday as investors cheered the company's move to start generating recurring revenue from its platforms.
Business leader sounds alarm over Mamdani’s NYC housing proposal
New York City Mayor Zohran Mamdani’s $22 billion housing proposal is drawing criticism from a business leader and a Republican lawmaker who warn parts of the plan could discourage developers and investors from building in the city.
Capgemini says AI widens client spending pool
Capgemini on Thursday said artificial intelligence was opening access to client spending beyond traditional information technology budgets, as the French technology services group sought to ease investor concerns that the technology could disrupt its business model.
'Are we just going to give up and die like every other generation?'
Inside the longevity conference that brings together founders, investors, biohackers, and the generally death-averse to discuss how to forestall — or even beat — our demise.
'The Big Short' Investor Michael Burry Just Issued a Dire Warning About Nvidia. Here's Why He Thinks an 'Aggressive Fall' Is Coming, and How Businesses Can Avoid the Same Fate
Burry is continuing his campaign against the AI chipmaker giant.
PayPal’s online checkout empire is under siege as rivals squeeze its core business
PayPal helped invent online checkout. The iconic online payments company is facing its biggest challenge in nearly three decades of existence. Its core business of customers using the app to check out when shopping online is barely growing and new management has bluntly warned investors that “significant changes” will be needed to fix the company’s problems.
Agassi, Graf-backed sports venture applies for Nasdaq listing
Application targets greater investor visibility and liquidity as Agassi Sports seeks to move from OTC to Nasdaq under 'AASE', pending Nasdaq review.
Optima Health Leads These 3 Undiscovered Gems in the United Kingdom
As the United Kingdom's major indices, including the FTSE 100 and FTSE 250, face headwinds from weak global cues and faltering trade data from China, investors are increasingly looking beyond blue-chip stocks to uncover opportunities in smaller companies. In this climate of uncertainty, identifying undiscovered gems like Optima Health involves focusing on firms with strong fundamentals and growth potential that can weather broader market challenges.
Self-Storage Business Powers U-Haul Holding Company’s (UHAL) Valuation
Yachtman Asset Management released its first-quarter 2026 investor letter for its AMG “Yacktman Focused Fund”. A copy of the letter is available to download here. The Fund returned 10.37% for the first quarter, outperforming both the Russell 1000® Value Index and the S&P 500 Index, which returned 2.10% and -4.33%, respectively. The U.S. markets continue […]
Trump’s Science Advisor Calls Nuclear EO ‘Most Consequential Day’ Since Atoms for Peace in 1953
When a sitting administration’s top science advisor invokes Eisenhower’s 1953 Atoms for Peace speech to frame a present-day policy move, investors should pay attention. That is exactly what happened at the Operation Gigawatt Summit, where Michael Kratsios, Chief Science and Tech Policy Advisor to President Trump, anchored the case for a structural reordering of US ... Trump’s Science Advisor Calls Nuclear EO ‘Most Consequential Day’ Since Atoms for Peace in 1953
Trump's Science Advisor Calls Nuclear EO 'Most Consequential Day' Since Atoms for Peace in 1953
When a sitting administration’s top science advisor invokes Eisenhower’s 1953 Atoms for Peace speech to frame a present-day policy move, investors should pay attention. That is exactly what happened at the Operation Gigawatt Summit, where Michael Kratsios, Chief Science and Tech Policy Advisor to President Trump, anchored the case for a structural reordering of US ... Trump’s Science Advisor Calls Nuclear EO ‘Most Consequential Day’ Since Atoms for Peace in 1953
Semiconductor decoupling. Powell's politics. Industrializing Ogaden. Free trade and the Magna Carta.
Thank you for opening your Chartbook email. Feliks Topolski, 1907-1989 8th Army’s Front, Italy 1944 Semiconductor decoupling Source: FT One thing that Jerome Powell deeply understood is that chairing the Fed under current conditions is a deeply political job. “Powell has successes and mistakes to his name. But he stands out as having thought more carefully about the Fed’s democratic legitimacy than any chair since Paul Volcker,” said Paul Tucker, a former deputy governor at the Bank of England, referring to the Fed chair who successfully fought the great inflation of the 1970s and early 1980s. … While Powell was at the Treasury in the early 1990s, he watched Alan Greenspan build relationships within the government. That convinced Powell he needed to follow the former Fed chair’s lead and spend more time in Congress than his predecessors Yellen and Bernanke. “The accountability for the Fed runs through Congress,” said Claudia Sahm, a former Fed official who is now chief economist at New Century Advisors. “That’s not just about having people on speed dial — it’s answering questions, explaining policy and getting feedback.” Source: FT Ethiopia’s PM Abiy and Nigerian business tycoon, with Chinese engineering, are driving industrialization in Ogaden/Somali region of Ethiopia. - Michael Masri’s reporting for Africa Report if fascinating. Ethiopia has launched a cluster of large industrial schemes in the Somali region, laying foundation stones for a urea plant and an oil refinery in Gode while opening the first two phases of the Ogaden LNG project. Abiy Ahmed framed the push as part of a broader strategy to link energy, agriculture and industry. “These projects embody more than industrial growth,” he said. “They represent our shared responsibility to harness opportunities, strengthen co-operation and promote peace.” The Gode urea plant, backed by Dangote Group and Ethiopian Investment Holdings (EIH), is designed for 3m tonnes a year. Dangote owns 60%, while EIH holds 40%. Officials say Dangote’s equity totals about $2.5bn, while the state provides land and implementation oversight. Gas from the Calub fields will be piped 108km to the site. Construction is slated for 40 months, with operations targeted for 2028. Ethiopia imports most of its fertiliser, spending more than $1.2bn a year for 1.5m–2m tonnes. Usage was roughly 1.7m tonnes in 2023, almost half of it urea, and demand for 2024–25 is put above 2.4m tonnes. If delivered on time, the Gode plant could cover domestic needs and allow exports to neighbours. Brook Taye, chief executive of EIH, called the venture “a significant milestone in the journey toward industrial self-sufficiency”. Dangote told the groundbreaking crowd that the complex would be integrated with gas supply and a polypropylene unit to support local inputs. He pointed to Ethiopia’s Grand Ethiopian Renaissance Dam (GERD), with a capacity of more than 5,000MW, and noted his group’s cement operations and expansion plans. The Gode refinery is being developed by Golden Concord Group of China. It is designed to process 3.5m tonnes a year of crude and condensate from the Hilala field, with associated storage. Backers say it will ease foreign-exchange pressure from fuel imports and anchor further industrial activity, including a proposed steel smelting site in Dire Dawa. GCL’s chair, Zhu Gongshan, cast the project as “a key step in Ethiopia’s path to energy sovereignty”, underscoring the Beijing–Addis ties. Financing details are still being finalised, but the refinery is central to the government’s energy-security narrative. Source: The Africa Report Dangote’s Ethiopian vision: Dangote began with cement. His crown jewel, Dangote Cement, dominates Nigeria’s market and has 10 operations in other nations in Africa. The formula has been consistent: identify sectors with chronic shortages – cement, fertiliser, sugar – commit massive local investments, and scale up to serve regional demand. Ethiopia was a natural extension of that model. In 2015, Dangote launched the Mugher Cement Plant outside Addis Ababa at a cost of $600m, with an annual capacity of 2.5 million tonnes. The investment gave him a firm foothold in one of Africa’s fastest-growing construction markets. But success came with risks. In May 2018, violent unrest led to the killing of Dangote’s country manager and temporary shutdowns at Mugher. While other investors might have retreated, Dangote doubled down. Today, he is preparing to spend $400m to expand Mugher’s capacity to 5 million tonnes, alongside a new grinding unit near Addis Ababa. Cement is just one market Dangote is targeting. Ethiopia’s enormous state-controlled sugar industry, long plagued by inefficiency and debt, has struggled for years to reform. Its Omo Kuraz Sugar Development Project, touted as one of the continent’s largest initiatives, continues to face delays and mismanagement. … The most ambitious venture of all is the planned fertiliser production complex in Gode, Somali region. Publicised on 28 August 2025, the Dangote Group and Ethiopian Investment Holdings (EIH) deal plans one of the world’s largest single-site urea manufacturing plants. The project costs an estimated $2.5bn and has an estimated capacity of 3 million metric tonnes annually, a rate that would not only render Ethiopia independent, but even a net exporter of fertiliser. EIH, the state wealth fund of Ethiopia, will hold 40%, while 60% is held by Dangote Group. … For Dangote, Ethiopia is a trifecta: Cement demand is projected to grow by 10% annually, its sugar consumption is growing with rapid urbanisation, and fertiliser demand is all but insatiable, given that farming supports the livelihood of 70% of Ethiopians. Source: The Africa Report The stakes for Abiy are high: For Addis Ababa, the $4bn fertiliser project in Ethiopia’s Somali region is no longer simply a manufacturing investment. It is increasingly being framed as a strategic state project tied to food sovereignty, import substitution and the government’s broader attempt to build economic resilience under mounting fiscal pressure. “Becoming self-sufficient in food is our main agenda,” Abiy says during the visit. “Land is needed; we have it. Water is needed; we have it. Human resources are needed; we have it.” The scale is enormous even by African industrial standards. Once operational, the plant is expected to produce three million metric tonnes of urea annually, potentially making it one of the continent’s largest fertiliser complexes. Ethiopian officials say the project now includes a 110km gas pipeline, a 120MW power plant, a polypropylene packaging facility and a two-million-tonne NPK blending plant. For a government grappling with chronic foreign exchange shortages, ballooning import bills and pressure on agricultural productivity, the numbers matter politically as much as they do economically. The decision to anchor the project in Gode is deliberate. Long viewed as peripheral to Ethiopia’s industrial economy, the Somali region is now being repositioned by the federal government as a future irrigation and agro-industrial corridor. Officials argue that the area’s vast land reserves and access to water could eventually support large-scale commercial farming capable of reshaping Ethiopia’s food economy. The government is simultaneously building housing infrastructure for about 5,000 residents near the plant, while officials project broader industrial expansion along the corridor. Abiy goes further, comparing the long-term revenue potential of the Gode development zone with Ethiopia’s flagship state enterprise. “The investments we are making in this Gode area, combined, will generate high revenue for Ethiopia, at par with Ethiopian Airlines,” he says. Source: The Africa Report Feliks Topolski 1907-1982 Topolski’s Chronicle, ‘Nazi Revival’, Vol. 8, Is. 1-2, 1960 HEY READERS, THANK YOU for opening the Chartbook email. I hope it brightens your day. I enjoy putting out the newsletter, but tbh, what keeps this flow going is the generosity of those readers who clicked the subscription button. Photo by Jakub Dziubak on Unsplash If you are persuaded to click, please consider the annual subscription of $50. It is both better value for you and a much better deal for me, as it involves only one credit card charge. Why feed the payments companies if we don’t have to. Subscribe Grim vision of drone warfare by Sylvie Kaufmann For contributing subscribers only. Subscribe The state of the art in Colbert-studies. Jean-Baptiste Colbert was Louis XIV chief minister from 1661 to 1683 and traditionally seen as an architect of absolutism and mercantilism. Alexander Hamilton later cited him as an inspiration in 1782. Now his legacy is disputed. Daniel Dessert, the chief critic, sees Colbert as the orchestrator not so much of an absolutist state as of an elite cabal. Would be great to have a good English-language review of this important debate. Source: lhistoire Didn’t know that the Magna Carta included free trade provisions Fighting for the right to the beach in Oregon in 1967: Source: Research Gate RAF Station – British and Polish Flags, c. 1940-45, The Ingram Collection Feliks Topolski, 1907-1989 ink and wash If you’ve scrolled this far, you know you want to click: Subscribe
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