Investing

10 September 2026
BDC filings show rate-hike windfall but rising PIK and maturities cloud credit outlook

Seven BDCs gain $677m income per 100bp hikes, but rising PIK, non-accruals, refinancing risks threaten credit.

25 August 2026
Electrum’s Kaplan tips gold at $30,000–$50,000 as central bank buying underpins long bull run

Kaplan predicts gold could rise tenfold to $50,000; article urges LEAPs and bull call spreads.

19 August 2026
Equinor shares hit record highs as buybacks and Elliott Wave breakout point to $68–$76 target

Equinor hits new highs on strong cash flow; Elliott Wave suggests pullback, then long-term $68–76 target.

11 August 2026
GDX extends five-wave rally as wave three nears completion, with pullback expected before next leg higher

GDX continues five-wave rally from July 17 low; wave 3 unfolding, with pullback then final push.

4 August 2026
BlackRock Rolls Out Tokenised Money Market Funds to Bring Yield-Bearing Collateral to Derivatives Markets

BlackRock launches tokenized money market funds BSTBL and BRSRV, enabling regulated, yield-bearing collateral on blockchains.

29 July 2026
Japan’s GPIF appoints active JGB managers as volatility rises and domestic allocation calls grow

GPIF names three active domestic bond managers to boost expertise amid volatile JGBs, seeking diversification and outperformance.

17 July 2026
Russia’s Central Bank Reserves Edge Up to $722.4bn, Up $0.7bn from Previous Reading

Russia’s central bank reserves climbed to $722.4bn from $721.7bn, marking a $0.7bn increase in holdings.

8 July 2026
AI fuels US small-business formation, boosting start-up churn and reshaping hiring patterns beyond tech

AI shifts from displacement fears to small-business formation, fueling diffusion, productivity, and small-cap upside via accelerated startups.

6 July 2026
Iran Weighs Strait of Hormuz Transit Service Fees as Oil Flows Normalise and Talks Stall

Iran weighs Hormuz “service fees,” prefers supportive nations; markets calm, but risks rise; strategy: long-dated oil calls.

30 June 2026
India’s Cumulative Industrial Output Growth Accelerates to 5.1%, Supporting Bullish Equity Outlook

India’s cumulative industrial output growth rose to 5.1% in May, boosting equities, rupee, hawkish RBI.

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