Finance news

The ‘Three A’s’ are keeping the economy afloat during Iran war. Is it enough to avoid recession?

The U.S. economy may be more fragile than a raging bull market suggests.

The U.S.-China rivalry is killing global supply chains. Your portfolio needs a ‘home court advantage.’

Globalization is giving way to geopolitical power cartels and a structural shift toward domestic, state-subsidized industries.

China dials down rhetoric but regional risks persist at Shangri-La Dialogue

The world faces challenges from “hegemonism” and “bloc confrontation” driven by “certain countries”, China’s delegation to Asia’s premier security conference said on Saturday, without directly naming the United States. Major General Meng Xiangqing, the head of the Chinese delegation to the Shangri-La Dialogue in Singapore, sent the warning during a special session on managing threats to strategic stability. Meng, a professor at the People’s Liberation Army National Defence University, also used.

Travelers to Europe may be leaving money on the table. Here's why

Travelers to Europe who buy certain merchandise can claim a refund of the value-added taxes they pay.

Economy from above: Nigeria's stolen miracle oil exacerbates the Hormuz crisis

The blockade of the strait makes Nigeria the winner of the Iran war, satellite images show. But at the same time, massive quantities of oil are disappearing in the country.

F.A.Z. exclusive: This is how Black-Red wants to advance the circular economy

The action program for circular economy has been a long time coming. But now there is a draft. Twelve fields are in focus - online retail is no longer among them.

Oil exports through the Strait of Hormuz might not return to levels seen before the Iran war

Iran's blockade of the Strait of Hormuz has seriously challenged freedom of navigation in the sea lane, raising questions about the future.

Josh Brown, counting on a new momentum strategy, thinks investors want more than index funds

Brown debuted a separately managed account named after a premium cut of steak — built to hold what he considers the market's best opportunities.

3 themes that drove stocks to another week of records — and a banner month

The S&P 500 extended its winning streak to nine weeks.

Is investing always this noisy, or am I just noticing it now that I have skin in the game?

I have no formal finance background, but I've been trying to learn more since I started investing seriously. Most of my savings are currently invested in an RBC high-risk portfolio and it's been performing really well. That said, I'm not 100% equities. I also keep roughly 10% in cash, have some exposure to gold, and some money in more stable investments. Lately though, I've been hearing a lot about a potential AI bubble, concerns that many AI companies have massive valuations that aren't justifi

Berkshire trails red-hot S&P 500 by biggest margin so far this year

Berkshire's widely held B shares are now running 16.3 percentage points behind the benchmark index year-to-date, the biggest gap so far in 2026.

Social security on passive income?

I'm currently calculating how much income I would have if I stopped working and only lived on interest, dividends and rental income. From a tax perspective, the matter is largely clear to me. But it looks like the social insurance companies also want their piece of the cake. Let's take health insurance: If I no longer work, I would be in voluntary statutory health insurance and would then have to deduct the AG+AN share from my interest, dividends and rental income

US general holds rare meeting with Cuban military officials near Guantanamo Bay

The meeting is the first in recent memory by a head of U.S. Southern Command and comes amid growing concerns in Cuba of a possible U.S. military attack.

Sri Lanka’s top monk suspended over alleged child sex abuse

Sri Lanka’s Buddhist hierarchy suspended on Saturday a senior monk accused of sexually abusing an 11-year-old girl, in a high-profile case that has shocked the religiously conservative nation. In a rare disciplinary move, 71-year-old Pallegama Hemarathana was stripped of his responsibilities as the chief custodian of a highly venerated ficus grown from a sapling of a tree believed to have sheltered the Buddha. “The Council of Monks of the Malwatte Chapter decided today to suspend Ven....

Your opinion on GDP weighted ETFs

https://preview.redd.it/vw0bbuqqp94h1.png?width=1233&format=png&auto=webp&s=7071ab9c1a23fa04f6ac7d0556bd6c144e116475 https://preview.redd.it/nefstv9qp94h1.png?width=632&format=png&auto=webp&s=74f85d5323a39492adb47af4efa0ddd43f330c5e Hello everyone, I have heard that Amundi is the first provider to offer an ETF weighted by gross domestic product (WKN: ETF345). used out. If I understood correctly, the countries are weighted by GDP, but within the country weighting

Hong Kong charity calls for foster carers from diverse backgrounds to ease backlog

Hundreds of vulnerable children in Hong Kong are waiting for temporary homes, a local charity has said, urging more households from diverse backgrounds to step forward as demand for foster placements continues to outstrip supply. Mother’s Choice said on Saturday that 222 children remained on the official waiting list for placement, adding that single carers made up nearly 10 per cent of foster parents in its Project Bridge programme, while the rest were married or same-sex couples. The charity,.

How I'm investing in oil, coal, fertilizer and infrastructure.

Hi r/investing, I want to share my investment portfolio and get your input on a strategy that rotates completely out of tech and global index funds in favor of real assets. The core of the portfolio is my exposure to offshore drilling, which doesn't own the oil in the ground but leases out rigs on fixed dayrates. Valaris (VAL) makes up 7.51% of the portfolio. They combine premium ultra-deepwater drillships with a massive shallow-water jack-up fleet and operate worldwide. Additionally, their pote

Arla Group merges with DMK: two dairy giants become a protein empire

The German dairy DMK and the Danish competitor Arla are merging. The new company is betting everything on one trend: proteins, proteins, proteins.

Impact of big IPO’s on Target Date Funds

I have been thinking about the impact of the big IPO’s - Space X, Anthropic and Open AI and the exposure that Target Date Funds will have post IPO to those public securities. Using Vanguard as the example, most of their Target Date Funds are invested in Vanguard Total Stock Market Fund. The percentage of ownership is dependent the actual Target Date (ie 2030 vs 2065). The Total Stock Market Fund is exactly that, meaning it owns all the public stocks of the US (within certain parameters). So on t

Trump roils waters on 'Taiwan independence': 4 things to know

Brussels Just Gave Itself the Power to Override Private Contracts

This article examines the European Union's proposed Tech Sovereignty Package and its potential impact on the technology sector. According to the report, the proposal could allow EU authorities to intervene in semiconductor supply arrangements during emergencies and impose stricter requirements on where sensitive government data is stored and processed. The article discusses how these measures could affect major technology companies, cloud providers, and existing commercial agreements. It also ex

US agency goes back to the future to take on China’s Belt and Road Initiative

The US agency set up to counter China’s Belt and Road Initiative is blending national security with development finance to try to secure a critical minerals supply chain, according to analysts and officials. Created in 2019 during President Donald Trump’s first administration, the US International Development Finance Corporation (DFC) puts its money into private-led projects rather than those led by the state, as is often the case with China. The agency operates in more than 100 countries,...

Will Gen Z be the generation to revive moviegoing?

Gen Zers like affordable, social experiences and are driving demand for anime and video game titles at the theaters.

Analysis: An end to the Iran war may be just the beginning of a new era of U.S. inequality

Stocks have boomed while consumers have paid the costs of high energy prices.

Meta has struggled at selling anything other than ads. Will AI be different?

Meta is making a major push to expand its business beyond online advertising, but past efforts show that success is far from guaranteed.

Liability risk: a hasty decision – and managers are threatened with prison

Anyone who, as a manager, violates the Foreign Trade or War Weapons Control Act is quickly imprisoned. Only a few are criminals. Many are simply careless.

What would cause the Fed to hike rates this year? The answer might surprise you.

Later this month, the Kevin Warsh-led central bank will start preparing a possible pivot to tighter policy.

Kaizen: Japan shows how productivity can really be increased

Managers are wondering how they can increase productivity. They could find an answer in Japan.

Washington steps back from Russia-Ukraine mediation, and it’s not a bad thing

submitted by /u/Tall_Pressure7042 [link] [comments]

Investment: “It’s not a good idea to keep gold in a safe at home”

Asset manager Gerd Kommer explains how he protects his clients' assets - and how much cash you should have on hand in case of an emergency.