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.
Monday, January 5, 2026
What Wall Street expects to see from CES 2026, the biggest tech show of the year
Robotics is expected to be at the forefront of the show this year. Analysts see agentic automation and semi stocks as potential winners.
Stocks making the biggest moves midday: Coinbase, Arista Networks, Chevron, Halliburton & more
These are the stocks posting the largest moves midday.
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.
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