Markets1d ago·37 sourcesThey Built the Hottest Firm on Wall Street. Now They Have to Save It.Doug Ostrover and Marc Lipschultz made Blue Owl a private-credit behemoth with bets on software, AI and individual investors.
Markets18h ago·39 sourcesThink Tech Has Taken Over Your Portfolio? You Should See What’s in Your PensionRetirement managers and insurers are racing to figure out how AI might help or hammer software investments held in private funds.
Markets3d ago·40 sourcesYour Investing Strategy Is Great, So Long as You Don’t Actually Trade AnythingA strategist from Piper Sandler warns that broad index ETFs, while marketed for diversification, may be exposing retail investors to significant company-specific risk due to market concentration.Diversification·ETFs·Market Concentration
Markets2d ago·40 sourcesThe Big Bet on European Defense Stocks Is Getting ExpensiveEuropean defense stocks are experiencing a significant surge, driven by a multi-year "mega-trend" of increased military spending fueled by geopolitical tensions and a perceived reduction in U.S. security commitments to Europe.European Defense·Geopolitics·Investing·Military Spending
