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Vulcan Value Partners Q4 2025 Letter
Portfolio Review All of our strategies had positive returns for the year. These results are detailed in the table below.…
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Is the US about to screw SWFs?
Just ahead of Christmas, the US Inland Revenue Service dropped a bunch of proposed changes to Section 892 of the…
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‘Stock vigilantes’ are more myth than reality
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Investors pump $22bn into short-term US debt to ride out market ‘storm’
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Recep Tayyip Erdoğan’s main rival detained by Turkish police
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Federal Reserve faces new threat due to soaring inflation expectations by US consumers
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Citi cuts top bankers’ bonuses tied to turnaround drive
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Ben & Jerry’s says CEO ousted by Unilever over political activism
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Is Donald Trump above the law?
Donald Trump’s attacks on American judges and his apparent willingness to flout judicial orders is…
Two Democrats on US antitrust panel say they were ‘illegally fired’ by Donald Trump
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Elon Musk’s X obtains $44bn valuation in sharp turnaround
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Howard Lutnick touts Elon Musk’s Starlink for US broadband scheme
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Google’s $32bn cloud deal rests on hazy assumptions
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Germany’s parliament approves Friedrich Merz’s €1tn spending plan
Germany’s parliament has approved Friedrich Merz’s plans to inject up to €1tn into the country’s…
US Chief Justice rebukes Donald Trump after president’s threat to impeach judges
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Putin agrees 30-day halt to strikes on Ukrainian energy infrastructure in call with Trump
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Wall Street stocks slide as sell-off in tech shares picks up pace
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