July CPI Cools to 3.4%: Stocks Shrug, Fed Cut Path Clears
July 2026 CPI came in at 3.4% headline and 2.5% core, matching forecasts. Stocks nudged higher, yields dipped, and the September FOMC cut looks live.
Month: August 2026
Insider Trading Explained: Legal, Illegal, and 10b5-1 Plans
How Section 10(b), Rule 10b-5, Form 4 filings, and 10b5-1 trading plans separate legal insider activity from federal crimes.
Goldman Buys NEOS for $2.25B: An Options-Income ETF Bet
Goldman Sachs Asset Management will pay up to $2.25 billion for NEOS Investments, adding $30 billion of options-income ETFs and pushing GSAM’s active ETF book to about $80 billion.
Greg Abel Puts $23.5B to Work: Berkshire Turns Net Buyer
Warren Buffett’s successor Greg Abel deployed $23.5B into equities in Q2 — Berkshire’s first net-buying quarter in over three years. Here’s what changed.
The Sharpe Ratio Explained: Formula, Uses, and Traps
Sharpe ratio, made simple: the formula, a worked example, long-run values for stocks, bonds, and Berkshire, and the traps that make it lie.
Lyntris Sets $492M IPO Terms: Trive’s Defense-Tech Roll-Up Hits NYSE
Lyntris (NYSE: LYNX), the Accelint + Vitesse combination backed by Trive Capital, set an IPO range of $19-$22 targeting up to $528M and a ~$2.36B market cap.
On Holding Crashes 22% on Q2 Miss: Americas Growth Cracks
On Holding (ONON) posted a rare Q2 revenue miss and cut its FY26 outlook. Shares fell up to 22% — the worst day since its 2021 IPO.
ADRs Explained: How to Own TSMC, Alibaba, and Toyota
American Depositary Receipts let U.S. investors buy foreign stocks in dollars on U.S. exchanges. How they work, in plain English.
Palmer Luckey’s Erebor Nears $1.5B Round at $9.5B
Erebor, the tech-focused bank co-founded by Palmer Luckey, is in talks to raise $1.5B at a $9.5B valuation — more than doubling in eight months.
Buffett Sits on $365B: Berkshire’s Q2 T-Bill Fortress
Berkshire Hathaway’s Q2 10-Q shows $324.9B in Treasury bills and $40.6B in cash — a $365.5B war chest and a signal to fixed-income markets.