Portfolio trading — now also A Thing in European bonds
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It’s now a stock picker’s market as more shares outperform the S&P 500. Here’s what that means for your portfolio.
The number of individual stocks outperforming the S&P 500 has exploded since the start of 2025 after a two-year stretch of unusually concentrated performance. That translates to a broader ...MarketWatch - Feb. 24 -
Momentum investors have amplified the bond-market rally, says JPMorgan. Here’s how far they can take things.
One of the reasons that government bonds have surged in value lately is that momentum investors have amplified the move.MarketWatch - 4d -
Trump doesn’t keep my portfolio up at night
One of my cardinal rules for investing is to ignore politics — I’m not breaking it yetFinancial Times - 3d -
Tucker again denies allegations, also apologizes
Ravens kicker Justin Tucker has released a new statement maintaining that he did not act inappropriately while receiving professional bodywork treatment. He also offered an apology.ESPN - 3d -
Wall Street analysts downgraded this portfolio bank stock. It's a good time to get in
KBW slashed Goldman's rating to market perform, citing the stock's elevated valuation.CNBC - 3d -
Lenders Say SBA’s 7(a) Portfolio Is ‘Alarming.’ Expect Fees to Return
It’s all but certain that fees will be reintroduced to the Small Business Administration’s bread-and-butter loan program.Inc. - 3d -
European stocks’ comeback
Plus the continent’s defence industryFinancial Times - 4d -
The options to fund European defence
Governments are discussing how to boost investment in Europe’s arms industryFinancial Times - 4d -
'Beyond the Gates' is making history, but it's also a 'messy and entertaining' soap
The first soap opera to premiere in more than 25 years will feature a primarily Black cast, a historic breakthrough for a genre that is a throwback to an earlier time.Los Angeles Times - Feb. 24
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At least two dead after car driven into crowd in German city of Mannheim
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Norway’s natural gas windfall should go to Ukraine
The country provides less support, as a share of GDP, than its neighboursFinancial Times - 1h -
Time for ESG investors and defence stocks to call a truce
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In Gaza, pottery for those who have lost everything
Palestinians under siege turn to ancient designs made from the clay beneath their feetFinancial Times - 3h -
What next for Ukraine?
Kyiv’s minerals deal with Washington is now on hold after Trump and Zelenskyy’s Oval Office clashFinancial Times - 5h
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Nottingham Forest v Ipswich: FA Cup fifth round – live
Rolling report: Updates on the action at the City Ground FA Cup fifth round talking points | You can email Michael The teams are out! Red against blue. The City Ground, under the lights, ...The Guardian - 11m -
Trump expected to announce $100bn Taiwanese chipmaker investment – live
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On Mexico’s Once-Packed Border, Few Migrants Remain
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At least two dead after car driven into crowd in German city of Mannheim
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Lawmakers in Ghana reintroduce an anti-LGBTQ+ bill that sparked criticism
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