The most ridiculous argument of all for private credit has been private credit belongs in every portfolio because it lets you sleep at night, because it helps you ride out the volatility of your public credit. Again, that's just a repackaging of the volatility. If you don't market to market, there's no volatility.But if the price goes from zero in a matter of a few weeks, there's something something untoward is going on. And so I'm very, very negative on those types of, you know, non-transparent markets. It ...

This thing is a shocker. It's lighter, it's louder, it's rear wheel drive gas. Only a bruiser from a company that has been adding weight, all wheel drive and leading into electrification.So, Hannah, you were there last night. What did Bentley just unleash. This is a big tease about what we can expect to see more from Bentley.I think, of course, it's been about a year since Frank Wallace or the CEO joined the company. As you know, Frank came from Porsche. Porsche Motorsport, where he was the mastermind behin ...

Charlie Wells has been digging through the data and is here with the latest. What stands out to you, Charlie Thompson. What really stands out in these 13 filings is the positioning on tack.This is really where the smart money has been making moves and trying to figure out how they are going to navigate this rally despite the talk that we hear about a potential bubble. You can see here that the most significant weighting is in that tech sector, followed by financials and followed by health, consumer discreti ...

Market Performance - Bitcoin is up 22%, Ether is up 41%, but this is within the context of recent pressure in the crypto market [1] - Bitcoin has erased all of its gains since the election of Trump [4] - The industry experienced a big flash crash on October 10th, and the price hasn't fully recovered [5] - The market is potentially entering another bear territory and crypto winter, which is not connected to the wider environment [6] Industry Dynamics - The current situation is different from previous crashes, which were typically triggered by events like exchange collapses or bankruptcies [2] - Crypto assets may be maturing and following other asset classes, despite originally being intended to be independent [3] - The crypto industry now has support from the US President and Congress [3] - The market is seeing liquidations out of crypto ETFs after massive inflows from retail investors following ETF approval [6][7] - Retail investors are pulling out of crypto ETFs, possibly due to increased sensitivity to price swings [7] - The crypto market may be following a wider risk-off environment [7]

Your state has been looking to attract a lot of investment. Some very big numbers are being thrown around, including a trillion dollars, you mentioned. How do you plan to do it.Today, the economy of India has matured. And funds are available on our door. We need people to transform.I have seen IT. To promote IT I sorted hi-tech city. That is late nineties story.Today you are seeing AI, datacenter and quantum computers. Leap frog. And also, Government of India wanted to go in a big way.Technology breakthroug ...

Mark, you've been warning about this, this Bitcoin tech correlation, this Bitcoin tech kind of sentiment that's wrapped into each other. Your take on what this chart is showing. Yeah, I think we will continue to see some of that negativity from the crypto space.I know it's trading stronger today, but I don't that they the sell off there is over. I think the digital asset treasury companies have turned into a negative for the space. So I think that the negativity in crypto will continue to lean on tech and w ...

Market Trends & Economic Indicators - Investors await the Federal Reserve's interest rate cuts, with jobs report due Thursday [1][23] - The USD gained, up 01% [2] - Bitcoin at one point erased the gains of 2025, then up 18% [2][25] - S&P futures are up 4/10 of 1% [24] Company Performance & Investment - Oracle's credit spreads are climbing, stock is down 25% due to AI investment concerns [3][25] - NVIDIA earnings are a key event this week [3][51] - Samsung is hiking chip prices, giving a leg up for TSMC [3] - Saudi Arabia's PIF holdings in U.S-listed stocks decreased to $194 billion, the lowest in almost one year [21] - Abu Dhabi Investment Authority is considering reducing its stake in a Qatari telco company, aiming to raise $500 million or $600 million [22] Geopolitical & Policy Impacts - China issued a travel advisory to Japan following comments on Taiwan, impacting department stores with double-digit declines due to reliance on the Chinese market for 30% of revenue [4][26] - MBS is heading to Washington for discussions on nuclear tech and expanding the Abraham Accords [23][28] - South Africa's credit rating has improved for the first time since 2005, but remains two steps below investment grade [38][39]

President Donald Trump has said proposed Senate legislation to sanction Russia's trading partners would be, quote, okay with me. Joining me now is Bloomberg's chief Asia correspondent, Ross Mattson. Ross.Moments like this always have to question how much weight we should put on these comments from the US president, how much conviction he has behind them. What is your take as to whether or not this is a significant adjustment in terms of the position from the US President. Well, that's right.He can be quite ...

Market Trends & Consumer Behavior - Spending on foreign premium brands in mainland China has started stalling, with the rise of local premium brands [1] - Chinese consumers are becoming more cautious and selective, seeking personal connection, wellness, and cultural relevance in their purchases [4] - Western luxury brands are adapting by stressing storytelling and experiential shopping, such as building multi-story megastores with retail, exhibition, food, and drinks [10] Competitive Landscape - Chinese premium brands offer experiential and cultural elements in their brand storytelling, attracting Chinese consumers [5] - These brands are positioned as cheaper alternatives to Western luxury brands while still providing good quality products [6] - LVMH's chairman was observed shopping for Chinese brands, indicating a shift in the market [9] Challenges & Uncertainties - The rapid growth of Chinese premium brands started from a relatively low base, making future growth uncertain [6][7] - China's weak economy, lacking expanding population and middle-class income, poses challenges for homegrown luxury brands [8]

Geopolitical and Technological Shifts - The world is moving away from American unipolarity, with China emerging as a near-peer or potentially stronger adversary [1] - A revolution in artificial intelligence (AI) technology is underway, poised to transform all aspects of life, especially defense and military, within 5 to 10 years [2][3] - The integration of AI in defense raises policy questions about maintaining human oversight, particularly as adversaries may not prioritize it [4][5] Palantir's Strategy and Growth - Palantir aims to secure future contracts by leveraging its presence and investments in the UK [6] - The UK is considered a prime location outside the US and China for engineering talent needed to develop Palantir's software [6] - Palantir views the UK as a potential epicenter for defense and military technology development [6] - Palantir has 1 thousand people in London, its second-largest office globally, and plans to significantly expand its UK presence over the next 5 years [7] - The UK is seen as a key military power in Europe, a pillar of NATO, and a potential bridge to the rest of the continent, acting as a security guarantor [7][8]