Business/Investing
Private Credit Rout Deepens as Blue Owl Redemption Freeze Sends BDC Index to Lowest Level Since 2022š„65
2/24/2026ā¢Business > Investing
- ā¢The index has dropped 150 points, or 25%, over the past year.
- ā¢It tracks listed firms that lend to small, mid-sized, and distressed US businesses.
- ā¢These firms give retail investors exposure to private credit markets.
- ā¢The latest decline follows Blue Owl Capitalās permanent halt to investor redemptions at its retail private credit fund OBDC II.
Record Inflows into International Equity Funds as South Korea Leads Surge, Four-Week Avg Hits $65Bš„65
2/24/2026ā¢Business > Investing
- ā¢This marks the second-highest weekly inflow on record.
- ā¢Weekly inflows more than doubled the 2025 average.
- ā¢The four-week moving average hit a record \$65B.
- ā¢South Korea led the surge with \$18B in inflows over six weeks.
Hedge Funds Push Magnificent 7 to Record 22% of US Net Exposure as AI Infrastructure Bets Surgeš„66
2/17/2026ā¢Business > Investing
- ā¢The Magnificent 7 includes Apple, Microsoft, Alphabet, Amazon, Meta, Nvidia, and Tesla.
- ā¢Exposure rose 10 percentage points since April 2025.
- ā¢The share has nearly tripled from its 2022 bear market low of around 8%.
- ā¢Data is based on Goldman Sachs Prime Book as of February 5, 2026.
Retail Investors Pile Into US Tech Stocks at Record Pace as AMZN Surpasses NVDA in Buy Betsš„66
2/11/2026ā¢Business > Investing
- ā¢Net purchases of the Software ETF (IGV) reached \$176 million over the past month.
- ā¢This doubles the previous record from late 2024.
- ā¢Purchases are 12 times higher than levels at the start of 2026.
- ā¢The surge marks one of the strongest retail buying periods in tech history.
Hedge Funds Hit Record High Exposure to Semiconductor Stocks as Sector Rally Intensifiesš„66
1/14/2026ā¢Business > Investing
- ā¢Semiconductor holdings now make up 7.5% of total hedge fund exposure.
- ā¢This figure has doubled since 2022.
- ā¢Net exposure, accounting for hedges, has soared to 10.5%.
- ā¢The increase marks a 900% rise in net exposure since 2022.
Balancing Risk and Loyalty: Should Employees Buy Their Own Companyās Stock?š„60
1/12/2026ā¢Business > Investing
- ā¢Financial experts warn that it concentrates risk in one company.
- ā¢If the employer fails, both income and investment may suffer simultaneously.
- ā¢Diversification remains a core principle of sound investing.
- ā¢Many finance professionals still hold significant shares of their own firms.
Retail Investors Flock to Silver ETFs, Push Holdings to Near-Record Highsš„65
12/30/2025ā¢Business > Investing
- ā¢The flagship physical-backed silver ETF holds about 16,390 tonnes of silver, the highest since July 2022.
- ā¢This represents an approximate 3,000-tonne increase since February.
- ā¢Across all known silver ETFs, total holdings reach about 24,551 tonnes, the highest since June 2022.
- ā¢The February-to-February rise amounts to roughly 4,933 tonnes in total holdings.
Leveraged Long ETFs Reach Record $146.4B AUM as Market Optimism Surges into 2025, Leverage Ratio Hits 12.5:1š„65
12/22/2025ā¢Business > Investing
- ā¢The leveraged long to inverse ETF assets under management (AUM) ratio stands at 12.5 to 1, a new all-time high.
- ā¢The surge signals strong investor preference for bullish leveraged exposure.
- ā¢Historical context shows the ratio dropped to 1.1 to 1 in October 2022 amid market downturns.
- ā¢The ratio peaked earlier during market highs, reaching 6.5 to 1 in January 2022.
Tech Giants Bet $569 Billion on AI-Powered Data Centers as Leases Surge Post-ChatGPTš„67
12/21/2025ā¢Business > Investing
- ā¢The surge represents \$197 billion in new commitments added in just three months
- ā¢Oracle leads with \$248 billion in total lease obligations after adding \$148 billion in Q3 2025 alone
- ā¢Some of Oracle's lease contracts extend up to 19 years into the future
- ā¢Major players include Microsoft, Meta, Amazon, Google, and CoreWeave
Pelosi's Stock Picks Surge Past Buffett: 887.6% vs. 403.7% Since 2012 through 2024-Q4š„79
12/18/2025ā¢Business > Investing
- ā¢Pelosiās cumulative return: 887.6% vs Buffettās 403.7% over the same period
- ā¢S\&P 500 return: 387.3% in the same timeframe
- ā¢Both portfolios began near parity around 2012
- ā¢Pelosiās gains began diverging upward by mid-2013
Dells Donates $6.25 Billion to Seed 25 Million Kidsā Investment Accounts for Long-Term Wealth Buildingš„70
12/2/2025ā¢Business > Investing
- ā¢The program, tied to the Invest America platform, aims to broaden access to tax-advantaged, long-term investing for families in lower-income ZIP codes.
- ā¢The initiative complements a federal newborn deposit program, which offers \$1,000 for eligible babies born 2025ā2028, creating a broader, escalated rollout across age groups.
- ā¢Accounts target geographic areas where median household income is at or below \$150,000, with a focus on elevating economic equity and mobility.
- ā¢Parents, relatives, and community partners can contribute to the accounts, fostering a community-based approach to early savings and investment literacy.
Investors Turn to Real Estate for Stability Amid Tech Stock Volatilityš„58
12/2/2025ā¢Business > Investing
- ā¢Real estate currently offers around 7% annual returns.
- ā¢A leading tech company reported an impressive 70% gain this year.
- ā¢Analysts highlight real estateās stability and tangible value.
- ā¢Rising interest rates are making tech valuations look overheated.
Charlie Mungerās Final Years: Daring Investments, Lasting Friendships, and a Relentless Pursuit of Knowledgeš„58
11/26/2025ā¢Business > Investing
- ā¢Berkshire Hathaway vice chairman since 1978, he was Warren Buffett's closest partner and architect of the company's investment philosophy
- ā¢In his final years, Munger made contrarian coal stock investments in Consol Energy and Alpha Metallurgical Resources that doubled in value, netting over \$50 million
- ā¢He built a \$3 billion apartment real estate empire through Afton Properties with mentees Avi Mayer and Reuven Gradon
- ā¢Munger held a \$100 million position in Costco and served on its board for decades