We're paring another stock position to bring our cash weighting closer to 12%
This stock hasn't been a win, but it has quietly risen 10% since our last purchase.
最后更新: 2026-06-11 00:00:13
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This stock hasn't been a win, but it has quietly risen 10% since our last purchase.
Palantir CEO Alex Karp says AI will drive the most important political decisions in the U.S. and shouldn't be decided by party lines.
Trump says Iran has taken too long to negotiate, will 'pay the price' Reuters
Amazon has been spinning out more of its in-house logistics offerings for others to access, posing a growing threat to industry incumbents.
We're making our fourth sale this week to bring our cash position close to 12%, in preparation for what we expect will remain a volatile market ahead.
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German air show opens under shadow of Iran war, fighter project collapse Reuters
Stocks are headed for a lower open after President Trump said that Iran is taking too long to agree on a peace deal and must "pay the price."
Allies condemn Iran's 'lethal plotting' in US, Europe, Australia Reuters
There's reason for optimism, judging by bullish options flows around stocks that do better when interest-rates stay lower, and call-buyers who are prepared for the biggest move in Oracle since Covid.
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Netanyahu to run for re-election, his party says, after Trump raises doubts Reuters
Germany risks recession as Iran energy shock hits growth, DIW economists say Reuters
After exchange of strikes, Trump says Iran must 'pay the price' for delay on deal Reuters
Rupee ends nearly flat on competing oil, intervention and NDF maturity cues Reuters
China's factory-gate inflation at nearly 4-year high in May Reuters
World shares fall, oil rises on renewed Iran-US strikes Reuters
Gold trims losses on softer-than-expected US inflation data Reuters
Dollar eases as US inflation data keeps rate hike at bay Reuters
Oil prices rise after Trump says Iran must pay price Reuters