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June 21, 2025
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mishtalk
Trump Gets B-2 Bombers in Place, Prepares for Possible Attack on Iran
June 20, 2025
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independentspeculator
Trump Shock vs. Fed Put
June 20, 2025
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independentspeculator
The Independent Speculator on the Silver Breakout, and More...
June 20, 2025
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mishtalk
Did Trump Adopt Former Treasury Secretary Hank Paulson’s Bazooka Theory?
BSDs in the News
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Top Lessons for Crypto Traders from The Most Important Thing by Howard Marks – Key Insights for Risk Management - Blockchain News
June 21, 2025
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Howard Marks
Peter Lynch’s One Up on Wall Street: Key Lessons for Crypto Traders and Investors - Blockchain News
June 21, 2025
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Peter Lynch
Margin of Safety by Seth Klarman: Key Takeaways for Crypto Traders in 2025 - Blockchain News
June 21, 2025
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Seth Klarman
Traders Should Pay Attention to This Benchmark Amid Ongoing Macroeconomic Uncertainty, Says Billionaire Investor Ray Dalio - The Daily Hodl
June 21, 2025
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Ray Dalio
Unlock the Wisdom of the Markets One Quarterly Letter at a Time
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UL Solutions Inc
Fund: BBH Select Series – Mid Cap Fund
Ticker: ULS
M/cap:
$14.2b
forward P/E:
x39.3
Napco Security Technologies
Fund: Liberty Park Capital Management
Ticker: NSSC
M/cap:
$1.0b
forward P/E:
x24.9
BSD Holdings Summary
News from the BuySide
How activist Barington Capital can collaborate with Victoria’s Secret to improve shareholder value
June 21, 2025
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CNBC
Giuseppe Paleologo on Quant Investing at Multi-Strat Hedge Funds
June 21, 2025
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Bloomberg
How do you actually make money?
Hegseth’s Austerity Orders Put Humvee Maker at Risk
June 21, 2025
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Bloomberg
Indiana-based Humvee producer AM General faces significant risk if the army follows through on orders from US Defense Secretary Pete Hegseth to stop buying certain ground vehicles.
Chinese Biotech Showcases Challenger to Eli Lilly’s Obesity Drug
June 21, 2025
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Bloomberg
An obesity drug from China helped patients lose a lot of weight in a late-stage clinical trial, making it a prospective new challenger to blockbusters from Novo Nordisk A/S and Eli Lilly & Co.
Commercial Real Estate Distress Is Spreading: Credit Weekly
June 21, 2025
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Bloomberg
The pain in US commercial real estate credit continues to bubble to the surface after a surge in borrowing costs and the rise of work from home left lenders vulnerable to losses.
The Global Response to HIV/AIDS Is in Crisis
June 21, 2025
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Bloomberg
UNAIDS is reeling from a 50% funding cut, AI is making it easier for startup founders to scale without hiring, and Japan’s host clubs are under fire.
Charting the Global Economy: Key Central Banks Hold on Rates
June 21, 2025
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Bloomberg
Central bankers in the US, UK and Japan held the line on interest rates this week as officials attempt to gauge the impact of tariffs, uncertainty about economic activity and war in the Middle East.
The EU’s Home Base Faces Its Own Fresh Political Headaches
June 21, 2025
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Bloomberg
Welcome to the weekend issue of Brussels Edition, Bloomberg’s daily briefing on what matters most in the heart of the European Union. Join us on Saturdays for deeper dives from our bureaus across Europe.
Weekly Articles
Weekly Vol. 69
June 20, 2025
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Buyside Digest
Happy Friday! In this week’s letters, – Lyrical Asset Management on opportunities outside the US; – East Capital on China’s increasing tech capabilities; – Focus Wealth Management on market conditions and sell-off in Canada; – Elevator pitches for FR; NSSC; ULS; Check out the fund letters we uploaded on Substack for Q1 2025 Week #11. […]
Weekly Vol. 68
June 13, 2025
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Buyside Digest
Happy Friday! In this week’s letters, – Lowell Capital on opportunities in Europe; – Deep Sail Capital Partners on reducing the exposure to the US market; – Broadleaf Partners on consumer sentiment, economy, and business condition; – Elevator pitches for VLE CN; BFIT NA; NRP; Check out the fund letters we uploaded on Substack for […]
Weekly Vol. 67
June 6, 2025
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Buyside Digest
Happy Friday! In this week’s letters, – Jackson Peak Capital on market volatility and DC policy; – Orbis Global Equity on driving forces of the market; – Peterson Investment Fund on corrections and bull markets; – Elevator pitches for HOV, SOC, and ZGN; Check out the fund letters we uploaded on Substack for Q1 2025 […]
Weekly Vol. 66
May 30, 2025
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Buyside Digest
Happy Friday! In this week’s letters, – Saltlight Capital on Artificial Intelligence; – Hayden Capital on why certain stocks make certain recoveries; – LRT Capital Management on Trump’s fantasies, tariffs, and economy; – Elevator pitches for HSBK LI, TSM, and 005300 KS; Check out the fund letters we uploaded on Substack for Q1 2025 Week […]
Weekly Vol. 65
May 23, 2025
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Buyside Digest
Happy Friday! In this week’s letters, – Goehring & Rozencwajg Associates on platinum, shale oil, and natural gas; – Templeton & Phillips Capital on all the chaos and financial markets reaction; – Wasatch Hoisington US Treasury Fund on a tariff war and the US economy; – Elevator pitches for LTMC IM; UPST; IPX AU; Check […]
Weekly Vol. 64
May 16, 2025
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Buyside Digest
Happy Friday! In this week’s letters, – Horizon Kinetics on AI, data centers, and power generation; – Fawkes Capital Management on trade policy, and the US & China standoff; – Baron Opportunity Fund on a new world order and the importance of AI; – Elevator pitches for UBER; DNTL CN; GRIN CN; Check out the […]
Weekly Vol. 63
May 9, 2025
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Buyside Digest
Happy Friday! In this week’s letters, – Penn Davis McFarland on US debt, Trump’s commitment and his trade view; – NCG SMID Cap Growth Strategy on particular positives in the current situation; – Saturna Sustainable Funds on AI and its capabilities; – Elevator pitches for LNF CN; SAIA; 2660 HK; Check out the fund letters […]
Weekly Vol. 62
May 2, 2025
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Buyside Digest
Happy Friday! In this week’s letters, – Baron Emerging Markets Fund on Liberation Day policy and the US; – Blue Tower Asset Management on supply chain disruptions and small-caps; – Massif Capital on shocks, oil & gas, and metals market; – Elevator pitches for ANET; CSGP; ARVN; Check out the fund letters we […]
Weekly Vol. 61
April 25, 2025
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Buyside Digest
Happy Friday! In this week’s letters, – Apis Flagship Fund on an emerging new theme in Europe; – Third Avenue Value Fund on the challenges of manufacturing in the US; – JDP Capital on MAGA bear vs bull cases; – Elevator pitches for 4480 JP; SUI SJ; ACGL; Check out the fund letters we […]
Must Watch Videos
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S&P 500 Trading Volume Spikes at Wall Street Close | The Close 6/20/2025
Markets
Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Anthony Saglimbene, Ameriprise Financial, Chris O’Cull, Stifel Financial, Jacob DeWitte, Oklo, Ray Takeyh, Council on Foreign Relations, Cole Smead, Smead Capital Management, Que Nguyen, Research Affiliates, Sonali Theisen, Bank of America, Joe Mathieu, Bloomberg News, Kim Wallace, 22V Research, Ice Cube, Big3, Jennifer Openshaw, Girls With Impact. Chapters: 00:00:00 - The Close Begins 00:03:10 - Anthony Saglimbene, Ameriprise Financial 00:10:20 - Chris O’Cull, Stifel Financial 00:16:10 - Jacob DeWitte, Oklo 00:23:15 - Ray Takeyh, Council on Foreign Relations 00:39:23 - Cole Smead, Smead Capital Management 00:44:15 - Que Nguyen, Research Affiliates 00:50:56 - Closing Bell 01:05:49 - Sonali Theisen, Bank of America 01:16:45 - Joe Mathieu, Bloomberg News 01:19:26 - Kim Wallace, 22V Research 01:25:56 - Ice Cube, Big3 01:31:06 - Jennifer Openshaw, Girls With Impact -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
Mohawk's earnings will rise once housing normalizes, says Ariel's Charles Bobrinskoy
CNBC
Charles Bobrinskoy, Ariel Investments vice chairman, joins 'The Exchange' to discuss markets, the Fed's next move and how it'll impact interest rates/
Trump Signals He'll Hold Off Iran Strike, SoftBank's $1T US AI Hub Pitch | Bloomberg The Pulse 06/20
Markets
President Donald Trump will decide within two weeks whether to strike Iran, his spokeswoman said, as Israel hit more Iranian nuclear sites and warned its attacks may bring down the leadership in Tehran. “Based on the fact that there’s a substantial chance of negotiations that may or may not take place with Iran in the near future, I will make my decision whether or not to go within the next two weeks,” Trump said in a dictated message, according to White House spokeswoman Karoline Leavitt. Trump, who is scheduled to attend a national security meeting in the Oval Office on Friday, has publicly mused for days about having the US increase the stakes by joining Israel’s strikes on Iran. In corporate news, SoftBank Group founder Masayoshi Son is seeking to team up with Taiwan Semiconductor Manufacturing Co. to realize what could be his biggest bet yet — a trillion-dollar industrial complex in Arizona to build robots and artificial intelligence. Son envisions a version of the vast manufacturing hub of China’s Shenzhen that would bring back high-tech manufacturing to the US, according to people familiar with the billionaire’s thinking. Today's guests: Isabelle Mateos Y Lago, BNP Paribas Chief Economist, Alessia Berardi, Amundi Investment Institute Emerging Macro Strategy Head, Elizabeth Monier, University of Cambridge Assistant Professor -------- "The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Chapters: 00:00:00 - The Pulse 00:00:31 - Trump Hints He’ll Hold Off Iran Strike, Give Diplomacy Time 00:02:55 - Trump Set to Decide Within Two Weeks Whether to Strike Iran 00:11:44 - Isabelle Mateos Y Lago, BNP Paribas Chief Economist 00:18:13 - Alessia Berardi, Amundi Investment Institute Emerging Macro Strategy Head 00:20:56 - Geopolitical Tensions Rising 00:26:34 - Elizabeth Monier, University of Cambridge Assistant Professor 00:31:45 - Stocks Gain, Oil Eases as Trump Weighs Iran Role 00:37:19 - Softbank Pitches $1 Trillion US AI Hub to TSMC, Trump Team 00:46:32 - Switzerland, Sweden, Norway Cut Interest Rates -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
SoftBank Pitches US AI Hub to TSMC
Markets
Masayoshi Son, the founder of SoftBank, is seeking to team up with TSMC to realize a trillion-dollar industrial complex in Arizona to build robots and artificial intelligence. SoftBank officials are keen to have TSMC, the Taiwanese maker of Nvidia's advanced AI chips, play a prominent role in the project. Bloomberg's Tom Mackenzie reports. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
Direction of next Fed move is not obvious, says Fmr. Richmond Fed President Lacker
CNBC
David Zervos, Jefferies chief market strategist, and Jeffrey Lacker, Fmr. Richmond Fed president, joins 'Closing Bell Overtime' to talk today's Fed rate decision and its impact on the markets.
Trump Ups Pressure on Iran | Balance of Power: Early Edition 6/17/2025
Markets
On the early edition of Balance of Power, Bloomberg Washington Correspondent Joe Mathieu discuss the latest from the Middle East and DC. On today's show, Bloomberg Washington Correspondent Tyler Kendall, Bloomberg Correspondent David Gura, Former US Central Command Commander Frank McKenzie, Stonecourt Capital Partner Rick Davis, Center for the Study of the Presidency and Congress Senior Democracy Fellow Jeanne Sheehan Zaino, Bloomberg's Sonali Basak's interview with Citadel Founder & CEO Ken Griffin and Bloomberg International Economics and Policy Correspondent Michael McKee. Chapters: 00:00:00 - Balance of Power: Early Edition Starts 00:04:43 - Tyler Kendall on US Weighing It’s Role in Israel-Iran Conflict 00:06:48 - David Gura on G7 Leaders Seeking Resolution of Iranian Crisis following Trump’s Early Exit 00:08:33 - Gen. Frank McKenzie Outlines Trump’s Looming Decisions Surrounding Middle East Tensions 00:20:05 - Bloomberg’s Political Panel on Trump’s Next Steps Following Escalating Tensions Between Israel and Iran 00:31:46 - Bloomberg's Sonali Basak Sits Down with Citadel CEO Ken Griffin 00:37:06 - Mike McKee Diagnoses Market Impact of Middle Eastern Conflict -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
Citadel’s Ken Griffin: If you’re the smartest person in the room, you’re in the wrong room
CNBC
Billionaire Ken Griffin, founder and CEO of Citadel, shares his insights with the incoming class of interns.
Leon Cooperman: 'Tariffs are nothing more than a tax increase'
CNBC
Omega Family Office chairman and CEO Leon Cooperman on Monday said that tariffs are "nothing more than a tax increase" and that it would just be simpler to raise taxes on corporations.
Jefferies chief strategist delivers his latest market forecast as Middle Eastern tensions escalate
CNBC
David Zervos, Jefferies Chief market strategist, joins 'Fast Money' to talk what's ahead for the markets as geopolitical tensions rise.
Trump to Set Unilateral Tariffs | Bloomberg: Asia Trade, 6/11/25
Markets
"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets. Chapters: 00:00:00 - Bloomberg: The Asia Trade begins 00:03:24 - Trump announces unilateral tariffs will be set within two weeks 00:08:55 - China to supply rare earths under trade pact 00:18:22 - Anti-ice protests spread beyond Los Angeles 00:23:52 - CFO turnover hits record in 1Q 00:25:57 - Zhihu CFO Han Wang on navigating China’s tech market 00:33:12 - Buyout concerns loom over Toyota motor AGM 00:35:30 - Bloomberg Intelligence: China's transition to new-energy vehicles advancing despite economic turmoil 00:41:55 - DoubleLine Capital CEO Jeffrey Gundlach on fiscal outlook 00:46:54 - Markets open in Australia, South Korea & Japan 00:49:47 - Global X's Scott Helfstein on market outlook 00:58:47 - Trump says deal with China is 'done' 01:04:52 - Bessent says US budget deficit will approach 7% 01:12:01 - Center for Global Development's Karen Mathiasen on US-China trade 01:19:53 - Pentagon to reassess AUKUS pact 01:30:17 - BREAKING: China gets first private builder dollar bond offering in years 01:31:24 - Paul Tudor Jones talks Trump economic policy -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
Oracle shares pop on strong demand, Q4 earnings beat
CNBC
Brent Thill, Jefferies, joins 'Closing Bell Overtime' to talk Oracle Q4 results ahead of the earnings call.
Dollar Could Drop 10% in a Year, Says Tudor Jones
Markets
Paul Tudor Jones sees the US dollar dropping over the next year as short-term interest rates fall sharply, he said. He speaks on Bloomberg Open Interest. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
