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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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So much winning — in 15 charts
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
GS sees US recession if full tariff rates go into effect
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Tether considers US-only ‘stablecoin’ as Trump loosens crypto rules
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
The weekend Trump’s tariff threats became real for global investors
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Singapore start-up Airwallex to seek UK and US banking licences
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The Fed shouldn’t try to save the world from Trump tariffs
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US stock futures tumble as officials offer no respite from tariffs
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Big investors look to sell out of private equity after market rout
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Marine Le Pen rages against political ‘witch-hunt’ at Paris rally
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Trump officials vow to stay the course on tariffs despite market turmoil
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US closes in on critical minerals deal with DR Congo
The US is closing on a deal with the Democratic Republic of Congo that would…
Poland warns Donald Trump against ‘historical mistake’ over Russian expansion
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Nike: The Shoe Is On The Other Foot (NYSE:NKE)
This article was written byFollowDaniel is an avid and active professional investor. He runs Crude…
JD Vance has the zeal of the convert — and that’s a problem
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Why Trump’s tariffs won’t last long
Welcome back. Two weeks ago, I outlined five optimistic scenarios for the global economy. The…