Blue Owl Just Closed The Gate On Investors...
Blue Owl Capital just sold $1.4B of loans at 99.7 cents on the dollar — and permanently halted redemptions in its OBDC II private credit fund. Not a fire sale.Not a collapse. But the gate is official...
20 Helmi 8min
Supreme Court KILLS Tariffs & Markets are REPRICING...
Supreme Court just Killed Trumps tariffs and markets are not going to be happy. Mark Malek Breaks down the facts of what will happen to Wall Street and stocks, as a massive refund will need to be pai...
20 Helmi 4min
Iran Strike Odds Are 62%. Is Your Portfolio Ready?
Two U.S. carrier strike groups — including the USS Gerald R. Ford and the USS Abraham Lincoln — are moving into position. Prediction markets are pricing a 62% probability of a U.S. strike on Iran. Th...
19 Helmi 8min
Rich People at Walmart? Something’s Breaking...
Walmart’s earnings look “fine” if you only read the headline: revenue beat, EPS beat, comps beat, online sales surged. The stock even turns green. But the real story is buried inside the numbers—and i...
19 Helmi 4min
Software-mageddon: The Market Got This WRONG
The AI panic just erased nearly $2 trillion from software stocks. But here’s the question nobody is asking: Are these companies actually broken… or is Wall Street mispricing the future? After Anthrop...
18 Helmi 8min
The $100B Mistake? Why the Winner of the Warner Bros. will be the Biggest Loser...
There is a moment in every bidding war when discipline dies and ego takes over. The fight for Warner Bros. Discovery has entered that phase. With Paramount Pictures signaling a higher bid, and Netflix...
17 Helmi 7min
Jobs Revised. Inflation Drops. Markets Explode.
Retail sales flat. Jobs revised down by 403,000. Inflation falls to 2.4%. This week delivered the clearest “bad news is good news” signal we’ve seen all year. The economy is slowing — but not collapsi...
15 Helmi 14min
3 Stocks That Defined the Week (The #1 Will Surprise You)
This week’s “Most Interesting Stocks” countdown is a masterclass in expectations, pricing power, and AI infrastructure reality. #3 Cisco (CSCO): beat earnings, posted AI infrastructure orders… and st...
15 Helmi 14min
