Morgan Stanley is seeing a strong deal pipeline next year for mergers, acquisitions and IPOs, its co-head of investment banking, Mo Assomull, said on Wednesday. ...

Core Viewpoint - Jefferies Financial Group Inc. and its trade finance arm, Point Bonita Capital, are under investigation for potential violations of federal securities laws following a significant exposure to First Brands Group, which filed for bankruptcy in September 2025 [1][3][5]. Group 1: Investigation Details - The SEC is investigating whether Jefferies provided adequate information to investors regarding their exposure to the auto industry, particularly concerning First Brands Group, which had $12 billion in debt at the time of its bankruptcy [5]. - Bleichmar Fonti & Auld LLP is conducting an investigation into whether Jefferies and Point Bonita made materially false and misleading statements to investors related to their exposure to First Brands [6]. Group 2: Financial Impact - On October 8, 2025, Jefferies disclosed approximately $715 million in exposure to First Brands' receivables, which constituted about 25% of Point Bonita's trade finance portfolio [4]. - Following this announcement, Jefferies' stock price dropped by $4.66 per share, or approximately 8%, from $59.10 on October 7, 2025, to $54.44 on October 8, 2025 [4]. Group 3: Legal Options for Investors - Investors in Jefferies or Point Bonita are encouraged to seek additional information regarding their legal options, as BFA is offering representation on a contingency fee basis [2][7].

Morgan Stanley, one of the key players in financing the AI race, is considering offloading some of its data-center exposure via a so-called significant risk transfer. https://t.co/R6YJtdIzaz ...

Core Viewpoint - The discussion highlights concerns about the blurring lines between investing and gambling, particularly among younger individuals who may be treating investments as a form of gambling rather than a means of wealth accumulation [1][4][7]. Group 1: Investment vs. Gambling - The distinction between investing and gambling is emphasized, with investing being described as compounding and gambling as consumption, which is a zero-sum game [3][6]. - The rise of various gambling platforms, including prediction markets and options trading, is seen as a potential risk to the understanding of traditional investing [2][4]. - The need for education on the differences between investing and gambling is stressed, as the current environment is perceived as a regulatory gray zone [4][6]. Group 2: Market Conditions - The current market is described as having outperformed its fundamentals, with a valuation of 25 times earnings and a 10-year Treasury yield at 10%, raising concerns about equity risk premiums [11][12]. - The discussion includes a mention of the significant wealth transfer occurring, with a caution against treating this wealth as disposable income in gambling contexts [8][10]. - The overall sentiment towards the economy is cautiously optimistic, with acknowledgment of the impact of recent policies and tariffs on investment and job creation [16][17]. Group 3: Company Perspectives - The company expresses a commitment to maintaining a clear distinction between investing and gambling, rejecting the idea of incorporating gambling elements into their business model [7][8]. - There is a recognition of the entertainment aspect of gambling, but a strong preference for focusing on traditional investment strategies [8][9]. - The company is aware of the high valuations in the market and the potential for caution among investors, suggesting a need for strategic planning rather than panic selling [20].

Core Viewpoint - Jefferies Financial Group Inc. and its trade finance arm, Point Bonita Capital, are under investigation for potential violations of federal securities laws following a probe by the SEC related to their exposure to First Brands Group, which filed for bankruptcy in September 2025 [1][4]. Group 1: Company Overview - Jefferies is an investment banking and capital markets firm, with Point Bonita Capital serving as its trade finance division [2]. - Both Jefferies and Point Bonita were closely associated with First Brands Group, an auto parts supplier that declared bankruptcy with $12 billion in debt [2][4]. Group 2: Financial Exposure - On October 8, 2025, Jefferies disclosed that it and Point Bonita had approximately $715 million in exposure to First Brands' receivables, which constitutes about 25% of Point Bonita's trade finance portfolio [3]. - Following this announcement, Jefferies' stock price dropped by $4.66 per share, or approximately 8%, from $59.10 on October 7, 2025, to $54.44 on October 8, 2025 [3]. Group 3: SEC Investigation Details - The SEC is investigating whether Jefferies provided sufficient information to investors regarding their exposure to the auto business, particularly in light of First Brands' bankruptcy [4]. - The investigation also includes scrutiny of internal controls and potential conflicts of interest within Jefferies and Point Bonita [4]. Group 4: Legal Implications - Bleichmar Fonti & Auld LLP is investigating whether Jefferies and/or Point Bonita made materially false and misleading statements to investors concerning their significant exposure to First Brands and the ongoing SEC investigation [5].

When Scott Galloway was in college, Morgan Stanley recruited him to be an analyst. “I hated investment banking, but the job exposed me to professionalism, intensity and paying attention to details.” https://t.co/a14CnfyF5o ...

JEF INVESTOR ALERT: Jefferies Financial Group Inc. Investors are Notified the Company is Under Investigation by the SEC and are Notified to Contact BFA LawDecember 02, 2025 3:33 PM EST | Source: Bleichmar Fonti & AuldNew York, New York--(Newsfile Corp. - December 2, 2025) - Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Jefferies Financial Group Inc. (NYSE: JEF) and Point Bonita Capital for potential violations of the federal securities laws after SEC pr ...

M&A volumes up 47 so far this year according to Guggenheim. How could the AI boom impact the dealmaking landscape going forward. Joining us this morning is Guggenheim Securities global head of M&A Eric Rusky.Welcome Eric. Good to have you. Thanks for being with us. >> Thanks for having me back.>> Um it does sound like you think we're going to finish strong as far as the year goes. >> Yeah, absolutely. I mean it's important to remember we started the year in a pretty rocky place.You know, volumes were down a ...

Group 1 - The financial news media often emphasizes negative events to attract investor attention, suggesting that calamities are more engaging for audiences [1] Group 2 - Rida Morwa, with over 35 years of experience in investment and commercial banking, leads the Investing Group High Dividend Opportunities, focusing on high-yield investment strategies with a targeted safe yield of over 9% [2] - The service includes features such as a model portfolio with buy/sell alerts, preferred and baby bond portfolios for conservative investors, and regular market updates [2]

Stifel has told staff it plans to shut its UK-based equities trading business, according to people familiar with the matter https://t.co/mdLjqVRZZl ...