Wednesday, January 7, 2026

How Russia is benefiting from Trump's Venezuelan oil plan

Russia is reflagging sanctioned vessels involved in the Venezuelan oil trade, quickly growing its dark fleet.

Tuesday, January 6, 2026

Our Goldman Sachs stake may soon require action, and that's a good problem

We regularly right-size positions — even "own, don't trade" Apple — with our investment theses intact.

Venezuela bonds are the hottest trade on Wall Street this week. But there are big risks from here

Investors are betting that a political transition along with a clearer path to asset recovery could unlock value that has been frozen for nearly a decade.

George Conway, persistent Trump critic, is running for Congress in New York

Conway joins a flood of Democrats looking to take over Nadler's seat, including Jack Schlossberg, the grandson of John F. Kennedy.

Sunday, January 4, 2026

Venezuela's billions in distressed debt: Who is in line to collect?

Analysts estimate that Venezuela's total external debt, including PDVSA obligations, bilateral loans and arbitration awards stand at roughly $150 billion to $170 billion.

SGX NIFTY

Ads Inside Post