Stock movers. You mentioned it right at the top. Lots of M&A and all that.Yeah, the Amazon transaction, $12 billion in bonds. Let's get an update. It's a podcast.Lisa, Will. You got it. Okay.I want to start with it in video NVDA, you know, their shares have been down more than one and a half percent. And this is what's happening. A filing is showing that Peter Charles hedge fund tail macro, it's sold off its holdings in NVIDIA during the third quarter.And how much are we talking. We'll get to the numbers. O ...

Geopolitical Tensions - Japan is sending a senior diplomat to China to ease tensions over the Prime Minister's comments on Taiwan [1] - China views Japan's stance as a significant shift, particularly regarding potential military intervention in Taiwan [2] - Chinese state media criticizes Japan's stance as the first overt threat of force in 80 years [2] - China is taking countermeasures, including advising citizens against traveling to Japan due to security concerns [4] - China sent armed coast guards to disputed waters near the Senkaku/Diaoyu Islands as a signal of potential strong countermeasures [7] Economic Impact - Chinese travelers represent nearly a quarter of Japan's total foreign travelers [9] - Chinese travelers are the biggest spenders in Japan [9] - Shiseido's revenue from the Chinese market accounts for more than 30% [10] - Department store stocks are significantly impacted, with one down over 12% [14] - Fast Retailing (Uniqlo) is down over 6% [16] - Hotel operators are down around 9% [17] Market Outlook - Analysts initially anticipated record tourist numbers in Japan by 2025, with Chinese visitors being a major component [17] - Concerns are rising among investors regarding inbound-related stocks as the year-end approaches [17] - Bloomberg Intelligence suggests that Japanese companies' expansion ambitions in China could be hindered [10]

Is this a game changer for Ford at all to be able to sell its used vehicles on Amazon. It's sort of Ford putting a toe in the water and doing a deal with Amazon. Hyundai was the first to get on the Amazon auto's portal about a year ago and they're selling new cars.Ford is coming with its certified use cars first to see how that goes. They are getting a lot of interest from their dealers and if they do this in partnership with their dealers. But it will sort of address these issues that consumers have about ...

AVOID PRIVATE CREDIT CALLING IT THE NEXT SUBPRIME. AND TRADING FOR UNCLE SAM. NICOLE HELD PRIVATE TALKS WITH TREASURY SECRETARY SCOTT BESSENT ABOUT MOVING THE BANK'S HEADQUARTERS TO AMERICA ACCORDING TO THE FINANCIAL TIMES.THE TRUMPET ADMINISTRATION IS SAID TO BE RECEPTIVE AS SWITZERLAND PUSHES AHEAD WITH TOPPER CAPITAL RULES THAT COULD COST UBS $26 BILLION. IT WOULDN'T REALLY COST THEM THAT BUT WE WILL EXPLAIN. A RELOCATION COULD LET THE WORLD'S BIGGEST WEALTH MANAGER TO APPALOOSA REGULATIONS AND DEEPEN IT ...

I would say the brilliance of the BBC. It was designed as an institution that would be fairer and offer truth and fairness. To a British audience and subsequently to a worldwide audience with the worldwide news network.And in many ways, American television was built on that standard. And so giving that trust up, giving that opportunity up, I think, would be a mistake. How do they restructure emotionally.How do they recapture the minds of the United Kingdom to say, you can trust us. It's been shattered with ...

Industry Trend - Private equity firms are increasingly involved in the life insurance and annuity sectors, managing trillions of dollars of American savings [1] - These firms are shifting investments towards complex and private markets, including subsidiaries in Bermuda and the Cayman Islands [1] Investment Strategy - Wall Street firms claim to enhance insurer investment strategies to meet obligations and offer higher returns [1] - Concerns arise regarding the use of offshore reinsurers, opaque accounting, and private market investments, which may mask underlying vulnerabilities [1] Risk and Challenges - A Pennsylvania steelworkers group filed a lawsuit to protect their retirement funds from being managed by a private equity-owned entity [1] - The collapse of PHL Variable, a life insurer, could result in a $2.2 billion shortfall, potentially impacting policyholder payouts [1] - Industry experts caution that hidden fragilities could lead to cash shortages, fire sales, or failures if a significant economic downturn occurs [1]

It is a win-win situation to start with 15 billion US dollars within 5 years time. Then we are having human resources also to work AI. Now we are very strong in information technology. Now we are changing our gear for AI.Tomorrow we are going to change again quantum computers. This is where everybody is saying America is having Silicon Valley. We are having quantum valley. We are ahead of anybody now.8% growth rate minimum we can achieve it. Only highest growth rate is achieving India. It will continue.Ther ...

Market Quality & Lending Practices - Public corporate credit market quality is currently better than pre-global financial crisis due to less "garbage lending" [1] - "Garbage lending" has shifted from public to private markets in recent years [1] Private Credit Concerns - Private credit is becoming overallocated by large asset pools [2] - Executives at large private credit firms express concerns like "tension" and "lack of runway," indicating potential issues [2][3] - The industry anticipates defaults in private credit [3] - Private credit is compared to subprime mortgage repackaging in 2006, suggesting a potential future crisis [3] - The unraveling of private credit issues may take time, potentially years [3][4] Negative Outlook - The industry holds a negative view on private credit [4]

I'm on the banks of the Rio Grand in Mission, Texas, where the US Coast Guard has joined a failance of security operations along the US border with Mexico, deploying from docks like this behind me. They are joining the likes of the state of Texas and the US Border Patrol, all with the same aim. Seal the border and have zero crossings from Mexico into the United States.Operation Riverwalk was launched in early October after a summer uptick of arrests along the southwest border, including in South Texas. Whil ...

what is our ambition for growth. Uh Mario Draghi gave us a diagnosis. How much have we executed.Not more than 10% in one year. So we have to have a much greater ambition on delivering on those recommendations. Um I've said it publicly, you know, if taxes every euro we make in Europe, 58 cents go to the government.Every dollar we make in the United States, 42. That's not a small number, but it's, you know, significantly lower. So, excess regulation, excess taxation actually is a tax on the economy and growth ...