Son Heung-min will make his MLS postseason debut after helping the Los Angeles Football Club clinch a playoff bid.
Los Angeles FC clinched a spot in the MLS playoffs after a 2-2 draw with the LA Galaxy on Sunday, Oct. 25, reaching the postseason for the eighth time in the franchise's nine-year history.
"We still got two more games to play in the regular season," Heung-min said of LAFC's fight for playoff positioning. "We want to finish as high as possible so we can have a home game as many times as possible."
LAFC have 47 points and trail the San Jose Earthquakes and the Houston Dynamo by one point in the standings, and will face Minnesota United on Nov. 1 and the Seattle Sounders on Nov. 7.
Heung-min believes the black and gold missed an opportunity to tie San Jose in the standings after an offside call against teammate Denis Bouanga in the 29th minute of the first half resulted in his apparent goal being called back.

#jose #Football #galaxy

Cameron Boozer sets a historic triple-double record to beat LeBron James originally appeared on The Sporting News. Add The Sporting News as a Preferred Source by clicking here.
The Memphis Grizzlies have been the surprise story of the 2026-27 NBA season, mostly because of Ty Jerome's fantastic run as the top scorer, leading them to a 5-0 record with their latest win against the Portland Trail Blazers on Thursday.
Jerome was pulled back down to earth after averaging 29.8 points and 6.5 **** ists per game for the Grizzlies. Thankfully for Memphis, they still had other phenomenal talents like Cameron Boozer, who was definitely the standout in the win against Portland.
Boozer had the best performance of the night because he was all over the court. He posted the first triple-double of his career by getting 18 points, 12 rebounds, and 12 **** ists in only 28 minutes.
It was such an impressive performance because he was playing against some talented defenders like Donovan Clingan and Toumani Camara. Boozer also showcased why he was seen as one of the most NBA-ready prospects with his poise.

#cameron #memphis

Bo Bichette's decision to opt into a second year with the Mets was not a surprise to anyone in the organization. He had one of the worst statistical seasons of his career offensively – not exactly the kind of year players try to ride into free agency. He spoke glowingly of new manager Andy Green. And he seemed to find comfort in the clubhouse and on the New York stage – as if he had arrived with something to prove and finally remembered he was capable of proving it.
But while the Mets have expected for several weeks now that Bichette would be back, his return nevertheless qualifies as crucial to their offseason. With Bichette, the Mets lineup in 2027 will include all the key components of a group that posted the fifth-best OPS in the majors after August 1… even with Juan Soto injured for part of that time.
The top of the order looked versatile and energetic when Francisco Lindor was healthy and leading off and Soto was healthy and hitting second and Bichette was behind them, putting the ball in play with Carson Benge there to drive everyone in. Bichette's return means the Mets can build on the offense they unearthed late last year, rather than having to reconfigure it.
But because Bichette's decision was not a surprise, expectations for the Mets season should not pivot because of it. They still need, and plan to pursue, starting pitching. They will still explore options to upgrade offensively at first base, though exactly how high they will aim – and how much money or prospect capital they are willing to spend there – remains unclear.
And they still seem likely to give one of their infield prospects a chance somewhere in the majors next season. With Bichette back, the most obvious place for a prospect to elbow in would be second, though because Bichette has also played second base, the Mets could make room for a prospect at third.

#prospect

We always need to remember that actors are not the characters they portray, no matter how well they sell the role. They're just acting, after all, not showing their true colors. So finding out an actor that normally plays villains is actually a decent person shouldn't be surprising.
And no, it isn't surprising, but it is incredibly funny. There may be something to someone needing to be nice and empathic enough to understand how evil someone can be. These are the actors that are often typecasted as villains, while being incredibly decent persons themselves.
IMDb
He has a face built for plotting against the hero. From playing international spies to creepy doctors, he keeps getting cast in villainous roles, but colleagues always point out that he is incredibly down to earth.
IMDb

#imdb #always #surprising #need

What on earth has happened? That performance yesterday was awful, and something's got to change – quickly.
Join Martin, Andrew and Jeff Brown as we try to get to the bottom of what's going on at SAFC.
In today's pod, we discuss:
Is there a need to panic?
How much pressure is Regis Le Bris under?

#brown

Rosie O'Donnell has issued a public apology to Wynonna Judd for "assuming" she was a supporter of U.S. President Donald Trump.
In an interview for The Tangle podcast in August, the comedian - a fierce critic of the American leader - stated that the country singer was one of the only fans of Trump in her life.
"Now, I am friends with Wynonna Judd, who I love very much, and I've known her for many, many years," she told host Kyle Ridley at the time. "And she is a supporter of Trump. And somehow, we never bring it up. I give her a grace in a way... And I really love her, and I care about her, and, for some reason, I'm able to put that aside when we interact."
Last week, Judd clarified that she was "an independent" and never discussed her political beliefs during an interview for People, and on Wednesday, O'Donnell apologised to her longtime pal.
"I was wrong to ***** ume Wy was a Trump supporter just because she performed at marlargo (Mar-a-Lago)," the 64-year-old wrote on Instagram, referring to the Palm Beach, Florida resort owned by Trump. "But as she told me she has sung for seven presidents on both sides of the aisle (sic). My apologies here publicly (as I first made them privately) #friendship - she's touring her new album now - go see her SING like no one else on earth."
In addition, a representative for Judd told Entertainment Weekly that the 62-year-old "did not perform for Trump" when she was at Mar-a-Lago for an unrelated event and that the Tell Me Why star has performed for seven U.S. presidents over the course of her career, both Democrats and Republicans.

#judd #love

During the second quarter, Pershing Square Capital Management, the hedge fund firm founded by Bill Ackman, initiated positions in Visa (NYSE: V) and Mastercard (NYSE: MA). While their share prices have appreciated in recent months, these businesses traded at attractive valuations at purchase.
Here are three reasons the billionaire investor is bullish on these two S&P 500 stocks.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Ackman's firm believes these are two of the highest-quality businesses on Earth. There are three notable factors supporting this view.
Visa and Mastercard, which connect consumers, merchants, and banks around the world, have developed robust network effects. This makes their platforms almost impossible to disrupt.

#pershing

Heidi Klum just brought a very special plus-one to Paris Fashion Week, and the mother-daughter duo is turning heads. The supermodel, 53, stepped out with her youngest child, 16-year-old daughter Lou, for the Vivienne Westwood show. It was the teen's Fashion Week debut, and she proved that she's been taking notes from her stylish mom. The pair coordinated in chic peplum silhouettes and towering platforms.
Heidi Klum and daughter Lou coordinated in peplum looks at the Vivienne Westwood show. Lou, whose dad is singer Seal, usually stays out of the spotlight, which makes this sweet outing even more special. A video from the event shows the two posing side by side in front of a white backdrop splashed with bold orange and red brushstrokes. They look relaxed, happy, and completely in sync.
Heidi went for a glamorous all-white moment. Her ivory satin blazer features a deep plunging neckline, sculpted shoulders, and a single gold ******* on at the waist. She paired it with a matching floor-length satin skirt that skimmed the ground. The model mom finished the look with a sparkling statement necklace and her golden blonde waves styled loose and tousled.
Lou, on the other hand, brought a warm and earthy twist. The teen wore a ******* on-front, corset-style mini dress in a washed brown print. The fitted bodice features thin straps and a scooped neckline, while the flared peplum waist adds a playful touch of movement. The design is a perfect nod to Westwood's famous love for dramatic corsetry and tailoring. She accessorized with a gold bangle and let her dark, voluminous curls fall naturally around her shoulders.
The most eye-catching part of both outfits is the footwear. Lou towers in patterned platform sandals with ankle straps, done in rich brown and red tones that match her dress. Heidi's blue platform shoes peek out from beneath her skirt in a closing shot, adding a fun pop of color to her neutral outfit.

#heidi #klum

Take a trip down memory lane and revisit the unforgettable women who reigned supreme as the ultimate it girls during the 2000s. First for Women shines a spotlight on the magnetic actresses and trendsetters who shaped pop culture, earned countless fans, and continue to captivate with their style, talent, and charisma. From red carpets and premiere nights to trailblazing moves in business and entertainment, these icons have left a lasting mark on Hollywood — and on the hearts of an entire generation.
Photo Image Press / MEGA
Known for her infectious energy and starring roles in beloved romantic comedies, Kate Hudson became synonymous with glamour and an infectious smile. Her portrayal of Penny Lane in Almost Famous earned her a Golden Globe Award and an Academy Award nomination for Best Supporting Actress, as reported by Biography.
Photo Image Press / MEGA
Jessica Simpson charmed audiences not just with her powerful vocals and catchy tunes, but also with her down-to-earth personality and sharp business acumen. Her transition from pop sensation to reality TV star and fashion mogul showcased her versatility and enduring appeal. The Jessica Simpson Collection, launched in 2005, grew into a fashion empire that reached $1 billion in annual sales at its peak, according to Forbes.

#business

We now have an official cause of death for Dennis Haskins. The actor, best known for playing Mr. Belding in Saved by the Bell, died from Parkinson's disease, according to his death certficate obtained by TMZ.
More from Deadline
Marjoe Gortner Dies: 'Earthquake', 'Falcon Crest' Actor, Documentary Subject And Former Child Evangelist Was 82
Mark Mortimer Dies: 'Another World' Actor Was 59
Robert Kelker-Kelly Dies: 'Days Of Our Lives', 'Another World' Actor Was 62

#actor #World #death #saved

In late September 2026, Huntington Ingalls Industries' Newport News Shipbuilding division secured a US$5.10 billion contract to conduct the refueling and complex overhaul of USS Harry S. Truman (CVN 75), while also advancing carrier programs and expanding unmanned production capacity across its U.S. facilities.
Together with the Navy order for 10 ROMULUS unmanned surface vessels and the Pocasset unmanned systems campus expansion, these developments highlight how HII is tying long-duration carrier work to growing autonomous maritime capabilities within its Mission Technologies division.
We'll now examine how the Truman overhaul award, alongside new ROMULUS unmanned vessel production, could influence Huntington Ingalls Industries' investment narrative.
Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 33 best rare earth metal stocks of the very few that mine this essential strategic resource.
To own Huntington Ingalls Industries, you need to believe that its multi decade carrier, submarine and unmanned systems backlog can be converted into steadier margins and free cash flow despite current back end loaded cash expectations. The Truman refueling and complex overhaul award reinforces that backlog, but does not remove the near term risk that 2026 free cash flow could miss if contract advances or tax benefits arrive later or smaller than management hopes.

#unmanned #truman #romulus

Former Disney (DIS) CEO Bob Chapek said he hasn't been back to Disney since he was ousted in November 2022.
"I just don't know that I'm at least psychologically in a position where I can go," Chapek told Bloomberg's Businessweek Daily on Monday, adding that "it would be very difficult for me to go" and "attach that to what I've seen."
Chapek, who's on a tour for his memoir, "Behind the Castle Walls: My Thirty Years at the Happiest Place on Earth," also sat down with Yahoo Finance Executive Editor Brian Sozzi on Power Players for an extended interview.
"It's like I didn't exist," said Chapek, who started at Disney in 1993, detailing how he felt about the way the company removed him. "The situation itself was not warranted. But even if it was done, there's a way you do it with class and grace and respect after 30 years. I did not receive that."
Chapek ran Disney's parks business before succeeding Bob Iger as CEO in February 2020. The board removed him on Nov. 20, 2022, and brought Iger back.

#chapek #iger #removed

Gillian Anderson is clarifying a viral video that shows the actress confronting a group of superfans who repeatedly sit in the front row of her West End production of Who's Afraid of Virginia Woolf?
The video shows The X Files star having a conversation with a group of fans at the production's stage door and asking them to stop repeatedly buying tickets for the show's front row.
More from The Hollywood Reporter
'The Julia Set' Review: Chase Infiniti Leads a Strong Ensemble as a College Math Genius in Algebra That Doesn't Quite Balance the Equation
Why Chase Infiniti and Christopher Briney Would Have Moved Heaven and Earth to Star in 'The Julia Set'

#julia #chase #star

Kimberly J. Brown says her Halloweentown costar Debbie Reynolds taught her an important lesson about working in Hollywood while speaking exclusively to PEOPLE
She also recalled Reynolds as funny, energetic and down-to-earth, often lifting the mood on set with jokes, dancing and stories about her iconic career
Brown additionally reflected on meeting her husband, Daniel Kountz, on the set of Halloweentown II
Kimberly J. Brown is sharing the best lesson she learned from her Halloweentown costar, Hollywood legend Debbie Reynolds.
Brown, 41, caught up with PEOPLE exclusively during the 2026 Step Up Annual Inspiration Awards at the Skirball Cultural Center in Los Angeles.

#halloweentown

Astronomers say they have directly detected the first-ever radio emission from a planet outside the solar system. The signal, however, is evidence of a colossal magnetic field — not intelligent life.
“I know radio signals are **** ociated with searches for extraterrestrial intelligence,” said Edo Berger, a professor of astronomy at Harvard University. “But this is something very different.”
The discovery, described in a new paper awaiting publication in a peer-reviewed journal, traces repeating radio bursts that appear to come from the exoplanet Beta Pictoris b, located 63 light-years from Earth — a short distance, astronomically speaking. The gas giant, about 12 times the mass of Jupiter, is one of three planets orbiting a young star that is 1.75 times as massive as the sun.
Processes **** ociated with the planet’s magnetic field produce the radio emission, according to Berger, a researcher at the Center for Astrophysics | Harvard & Smithsonian in Cambridge, Massachusetts. Specifically, the detection involves auroras similar to Earth’s northern lights — the spectacular displays sparked by magnetic storms involving charged particles from the sun. “In order to see radio waves that extend all the way to the frequencies that we observed, you need an incredibly strong magnetic field,” added Berger, a coauthor of the paper posted September 15 to the preprint platform ArXiv.
New evidence deepens mystery of moon’s ancient magnetic field

#radio #evidence

Five years after Bethenny Frankel and ex-husband Jason Hoppy finalized their contentious divorce, the reality TV star is revealing where they stand now.
The Real Housewives of New York alum, 55, appeared on the September 29 episode of Benny Blanco's Friends Keep Secrets podcast, where she was asked whether she's been married. In addition to her marriage to Hoppy, Frankel was married to Peter Sussman for just a year, from 1996 to 1997.
"The second one was a 2-year marriage and then a 10-year, horrible, horrendous, worst of my life divorce," the Bravo alum candidly confessed, before admitting she's "not exactly" cool with her daughter's father.
When asked whether the two reached a place where they can "co-exist," she then quipped, "We do co-exist, on this earth. We both do exist on this earth, so that's positive."
The pair separated in December 2012, more than two years after tying the knot in March 2010. Though Frankel filed for divorce in 2013, it wasn't completely finalized until January 2021, due to a custody battle over their daughter, Bryn. In 2021, Frankel was granted primary residential custody of the teen, now 16, freeing her from paying child support to Hoppy, 55.

#frankel #hoppy #whether

Centrus Energy Corp. (NYSE:LEU) reported on September 17 that it had signed a multi-year contract to supply high-assay low-enriched uranium (HALEU) to Antares Nuclear, with deliveries expected to begin before the end of the decade. Although financial terms were not disclosed, the deal includes prepayments from Antares to help fund Centrus' expanded HALEU capacity.
The deal holds strategic importance as Antares is developing compact microreactors for critical missions on Earth and in ***** e. The company was also recently selected for the U.S. Army's Janus Program, a $2.2 billion initiative to build and operate tiny nuclear reactors on military bases, with the hope that they will one day power remote installations.
Amir Vexler, President and CEO of Centrus Energy, commented:
"This contract is another sign that demand for HALEU is real and it is accelerating, and Centrus is in prime position to meet this need. Binding orders from Antares and others are supporting our expansion to commercial-scale production – an expansion that is now well underway. We look forward to supporting Antares' continued growth and success."
dan-meyers-xXbQIrWH2_A-unsplash

#centrus #haleu

Elon Musk has never shied away from ambitious timelines, and his most recent one connects two companies directly together. In a post on X dated September 13, Musk stated that he is "highly confident" that **** e Exploration Technologies Corp. (NASDAQ:SPCX) will transport NVIDIA Corporation (NASDAQ:NVDA) Vera Rubin NVL72 AI computers into orbit next year, repeating a plan that has already moved both companies' stock this year.
The comment strengthens **** eX's Starmind concept, which aims to establish AI data centers in orbit rather than on the ground. The first satellite, named Starmind AI1, will carry a **** e-optimized version of NVIDIA's Vera Rubin NVL72 rack-scale system. The standard terrestrial NVL72 combines 72 Rubin GPUs and 36 Vera CPUs, although **** eX and NVIDIA have not disclosed the final configuration of the orbital version. **** e Exploration Technologies Corp. (NASDAQ:SPCX) plans to launch the satellite in the fourth quarter of 2027 and reach substantial scale by 2028. Musk's plan isn't new; during **** eX's first earnings conference as a public company in August, he stated that the company would build exclusively on NVIDIA hardware in the future, calling the Vera Rubin architecture the best available AI computer design.
Musk's central point is that **** e is, in the long run, the most cost-effective area to develop AI computing. He cites solar power availability in orbit as a crucial advantage, and estimates that within two to three years, **** e might become the lowest-cost place for AI computing in general, describing the orbital architecture as simpler, less expensive, denser, and lighter than a standard data-center rack. Not everyone believes the physics and economics will align on Musk's timeframe. Microsoft President Brad Smith has publicly questioned the broader concept, telling reporters that he would be surprised if companies actually transferred computation from land to low-Earth orbit.
For NVIDIA Corporation (NASDAQ:NVDA), the read-through is simple: **** e-based computing would represent a new, if early-stage and speculative, source of demand for its Vera Rubin platform, on top of the company's strong position in terrestrial AI infrastructure. According to some **** yst models, **** eX accounts for approximately 5% of NVIDIA's revenue.
SpaceX's reasoning is more convoluted. The plan is entirely dependent on the success of Starship, **** eX's next-generation rocket system, which still needs to demonstrate its capacity to handle launch frequency and reliability on the scale Musk describes. When Musk said during **** eX's August earnings call that the company would build its future AI infrastructure exclusively on NVIDIA, NVDA shares rose more than 4%, while **** eX's shares fell more than 10% before paring losses, reflecting investor concerns about execution risk and capital intensity, despite the fact that the NVIDIA relationship was well received.

#Companies

Federal Reserve Chair Kevin Warsh has revealed himself. If not a card-carrying monetarist, he is at least a camp follower. This represents a dramatic change at the Fed, where the past Chairman Jerome Powell repeatedly rejected the basic tenets of monetarism.
This is a welcomed earthquake. After all, there are almost no monetarists left in the world (except for us, and we've been fighting a lonely rearguard action for over 40 years). The Federal Reserve has rejected monetarism consistently — and on the record — because it preferred other models for understanding the economy. In academia, monetarism has been out of fashion for decades. But by his own words, a monetarist is now leading the central bank.
Just what is monetarism? It's a doctrine which holds that money has a major influence on both the level of ***** et prices, economic activity, and the price level. Any discussion of national income determination must, therefore, center on the quantity of money and the banking system, since banks produce most of the money in modern economies. When it comes to monetary policy, its objectives are best met by targeting the rate of growth of the money supply.
Today, most economists pooh-pooh monetarism. Money and banking are nowhere to be found in their macroeconomic models, or their discourses about the course of ***** et prices, economic activity, and prices. Indeed, their forecasting exercises are typically based on elaborations of Keynesian income-expenditure models that exclude money and banking.
If that's not enough, we think that the Fed's backroom staff, mostly Keynesian-leaning Democrats, don't want alignment with a philosophy usually affiliated with Milton Friedman, but that's another story. Just look at what Joe Biden said in 2020 about how the dean of monetarism wasn't "running the show anymore."

#monetarist

The Hain Celestial Group, Inc. (NASDAQ:HAIN) announced on September 14 that it agreed to sell most international operations to AURELIUS for estimated cash consideration of $323 million. Expected net proceeds of $305 million to $310 million would repay debt and leave a business concentrated in North America.
The immediate hurdle is financing. The agreement, signed September 12, requires a credit-agreement amendment by October 12 extending the December 22, 2026 maturity by at least nine months. AURELIUS can terminate if that amendment is not secured by the deadline.
The Hain Celestial Group, Inc. (NASDAQ:HAIN) expects closing in its fiscal second quarter ending December 31, subject to lender agreement and regulatory approvals. The dollar consideration estimates also depend on exchange rates because the purchase price is denominated in sterling.
The transaction could materially reduce the debt burden. The Hain Celestial Group, Inc. (NASDAQ:HAIN) reported $558 million of total debt as of June 30. Subtracting the estimated net proceeds implies approximately $248 million to $253 million remaining, a calculation using rounded figures before subsequent borrowings, repayments, or other changes.
That reduction could lower interest expense and give management more room to stabilize the retained brands. The remaining portfolio includes Celestial Seasonings tea, The Greek Gods yogurt and Earth's Best baby and kids foods.

#december

Alluvium ****** et Management, an ****** et management company, released its "Conventum – Alluvium Global Fund" second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined 1.4% in EUR terms, 2.2% in USD terms, and 3.9% in AUD terms. Portfolio results were mixed, with Alphabet benefiting from strong Cloud growth, while Robert Half, H&R Block and other holdings posted solid gains. However, cable businesses and several healthcare and consumer holdings weighed on performance. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Conventum – Alluvium Global Fund highlighted Charter Communications, Inc. (NASDAQ:CHTR). Charter Communications, Inc. (NASDAQ:CHTR) is a US-based broadband connectivity company. On September 15, 2026, Charter Communications, Inc. (NASDAQ:CHTR) closed at $141.20 per share. Over the past month, Charter Communications, Inc. (NASDAQ:CHTR) declined 7.39% and its shares lost 47.32% over the past 52 weeks. Charter Communications, Inc. (NASDAQ:CHTR) has a market capitalization of $24.73 billion and its stock has traded within a 52-week range of $111.55 and $285.82.
Conventum – Alluvium Global Fund stated the following regarding Charter Communications, Inc. (NASDAQ:CHTR) in its Q2 2026 investor letter:
"Charter Communications, Inc. (NASDAQ:CHTR) and its tracking stock Liberty Broadband fell 34.1% and 33.7% following the release of Charter's results in April. It seems the market is understandably concerned with the average revenue per user (ARPU) being flat, and the continual loss of internet customers. Competition is intense from both fixed wireless providers and low earth orbit satellite (Starlink). Compared to Charter's cables, these are higher cost and more capacity constrained. Charter's flat ARPU is the result of its decision to provide a demonstrably better offering at a low price - so why is it losing so many internet customers? We do not know the answer. We do know though that it is growing its mobile subscribers at a much faster rate than it is losing its internet customers, and more than half of its residential customers subscribe to more than one product. We also see positives stemming from the pending ****** acquisition, and indeed management increased expected synergies by 60%. It seems to us that the broader market has extrapolated current conditions to perpetuity..." (Click here to read the full text)

#fund

WASHINGTON (AP) — The United States has confirmed for the first time that it has deployed weapons in ******* e, a remarkable revelation after previous warnings about countries such as Russia possibly weaponizing a global frontier long agreed in treaties to be used for only peaceful purposes.
Air Force Secretary Troy Meink said Monday that the U.S. has fielded "on-orbit ******* e control weapons capable of defending the Joint Force against hostile adversary action."
Meink did not detail what the weapons were, how they work or if they were targeting other objects in ******* e or on Earth. The U.S. had warned two years ago that Russia was developing a new ******* e-based, anti-satellite weapon, though the White House said the danger wasn't imminent at the time.
But reports of the anti-satellite weapon reflected longstanding worries about ******* e threats from Russia and China, given that much U.S. infrastructure is dependent on satellite communications. The U.S. has also previously demonstrated its own abilities to shoot down satellites from Earth.
In his remarks to the Air and ******* e Forces ******* ociation's Air, ******* e & Cyber Conference, Meink also said the Air Force was adding more autonomous systems to its capabilities and predicted the service would look "radically different" by 2032. For example, he foresaw one-way attack drones replacing artillery as the "primary killer."

#space #earth

Alluvium **** et Management, an **** et management company, released its "Conventum – Alluvium Global Fund" second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined 1.4% in EUR terms, 2.2% in USD terms, and 3.9% in AUD terms. Portfolio results were mixed, with Alphabet benefiting from strong Cloud growth, while Robert Half, H&R Block and other holdings posted solid gains. However, cable businesses and several healthcare and consumer holdings weighed on performance. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Conventum – Alluvium Global Fund highlighted Charter Communications, Inc. (NASDAQ:CHTR). Charter Communications, Inc. (NASDAQ:CHTR) is a US-based broadband connectivity company. On September 15, 2026, Charter Communications, Inc. (NASDAQ:CHTR) closed at $141.20 per share. Over the past month, Charter Communications, Inc. (NASDAQ:CHTR) declined 7.39% and its shares lost 47.32% over the past 52 weeks. Charter Communications, Inc. (NASDAQ:CHTR) has a market capitalization of $24.73 billion and its stock has traded within a 52-week range of $111.55 and $285.82.
Conventum – Alluvium Global Fund stated the following regarding Charter Communications, Inc. (NASDAQ:CHTR) in its Q2 2026 investor letter:
"Charter Communications, Inc. (NASDAQ:CHTR) and its tracking stock Liberty Broadband fell 34.1% and 33.7% following the release of Charter's results in April. It seems the market is understandably concerned with the average revenue per user (ARPU) being flat, and the continual loss of internet customers. Competition is intense from both fixed wireless providers and low earth orbit satellite (Starlink). Compared to Charter's cables, these are higher cost and more capacity constrained. Charter's flat ARPU is the result of its decision to provide a demonstrably better offering at a low price - so why is it losing so many internet customers? We do not know the answer. We do know though that it is growing its mobile subscribers at a much faster rate than it is losing its internet customers, and more than half of its residential customers subscribe to more than one product. We also see positives stemming from the pending **** acquisition, and indeed management increased expected synergies by 60%. It seems to us that the broader market has extrapolated current conditions to perpetuity..." (Click here to read the full text)

#fund

SPY surged 11% year-to-date while home prices hit all-time highs, powering a record $12.5 trillion single-quarter wealth gain to $185.7 trillion total.
The personal saving rate collapsed to 2.8% from 5.8% a year ago as Americans spend paper gains concentrated among the wealthiest households.
Household net worth hit 571% of GDP, just shy of the 574% record that previously preceded the Fed's most aggressive rate-hiking cycle in four decades.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
American households just booked the largest quarterly wealth gain in history, and most Americans do not feel any richer. Federal Reserve data released this month shows U.S. household net worth jumped $12.5 trillion in the second quarter of 2026, reaching a record $185.7 trillion. That single-quarter increase exceeds the annual gross domestic product of every country on earth except the United States and China. It is the eleventh straight quarter of gains, a streak that has added $43.4 trillion to household balance sheets and pushed ***** ulative wealth creation since the 2020 pandemic to $83.9 trillion. Yet the University of Michigan's consumer sentiment index came in at 55.2 in July, a level the survey's own interpretation guide classifies as recessionary.

#trillion #quarter #record #year

Most investors bury their mistakes in a footnote. Warren Buffett prints his in the shareholder letter, in plain English, with his name on it.
For most of the past decade, the story around Berkshire Hathaway (BRK.A) (BRK.B) and its industrial businesses was maintenance rather than growth. Railroads, utilities, insurance float, a slow grind of cash into the same pile.
The exciting money went somewhere else. It went into chips, cloud contracts and anything with a graphics processing unit bolted to it.
That framing skipped a physical step. Before one chip in a new data center draws a watt, somebody has to build the machine that produces the watt.
And the hottest, most stressed piece inside that machine is a cast slab of superalloy that only a handful of companies on earth know how to pour without cracking it.

#machine #warren #buffett #english

WASHINGTON (AP) — Canada might seem an unlikely target for a U.S. trade war.
No country on Earth buys as much from the United States as its northern neighbor. For American farmers, Canada is second only to Mexico as an export market.
A North American trade pact — negotiated by President Donald Trump during his first term — means that most American products enter Canada duty-free. Rankings of the world's most open economies usually put Canada near the top.
But when Trump looks at Canada, he says, he sees a predator out to cheat the United States and strangle its industries.
America has been "ripped off for 50 years by Canada," the president declared Saturday when asked if he was considering pulling out of the three-way agreement he signed with the leaders of Canada and Mexico in late 2018.

#Mexico #Trump #washington

'They've unearthed a gem': Michael Vaughan reacts to Razaullah's sensational 'Razball' blitz on Pakistan debut vs England originally appeared on Cricket News. Add Cricket News as a Preferred Source by clicking here.
Razaullah Khan's explosive 81 off 63 ****** , including nine sixes, helped Pakistan post 449 in their second innings at Edgbaston.
Pakistan, who had conceded a 320-run lead, forced England to return on Day 4 needing 130 runs to complete a series sweep.
Michael Vaughan praised Razaullah as a future star while criticising England's tactics that allowed Pakistan's extraordinary lower-order fightback.
Razaullah Khan showed grit and class to salvage some pride for a beleaguered Pakistan side who were bowled out for 133 in their first innings and stared down a 320-run deficit at Edgbaston.

#edgbaston

USA Rare Earth, Inc. (NASDAQ:USAR) announced on September 4 that it completed the Serra Verde acquisition one day earlier, paying $300 million in cash and issuing approximately 126.8 million common shares. The transaction adds Brazil's Pela Ema mine to Less Common Metals in the United Kingdom, the Stillwater, Oklahoma, magnet facility, and the Round Top project in Texas.
Serra Verde began production in January 2024 but is still completing optimization and commissioning. Stage 1 is expected to reach an annual run rate of approximately 4,000 metric tons of total rare-earth oxide, or TREO, by year-end 2026. Stage 2 construction targets average annual production of 6,400 metric tons, with commissioning expected to begin within 12 months.
Serra Verde had $425 million of principal outstanding under its U.S. International Development Finance Corporation loan at June 30. At closing, a $100 million tranche was extinguished after related warrants were exercised, leaving approximately $325 million of principal. The unaudited pro forma combined balance sheet reported a $304.1 million debt carrying value after discounts and issuance costs.
Serra Verde gives USA Rare Earth, Inc. (NASDAQ:USAR) a producing source of dysprosium, terbium, and other rare earths used in permanent magnets. Combining mining, metals, alloys, and magnet manufacturing could capture more of the value chain outside Asia.
The Phase 1 offtake agreement supports revenue visibility. It covers 100% of Pela Ema's Phase 1 products, subject to limited carve-outs, and includes escalating price floors annually. The counterparty is a special-purpose vehicle capitalized by the U.S. government and private investors. The arrangement provides contractual price protection, subject to the counterparty's performance.

#earth #approximately #NASDAQ #usar

Pierce Brosnan is ready to say goodbye to his slice of Malibu paradise, after decades of dodging wildfires, worrying about earthquakes and shelling out a fortune to keep his sprawling $100 million compound afloat.
The former James Bond star, 73, and wife Keely Shaye Smith, 62, are preparing to move on from the spectacular oceanfront estate they have called home for more than two decades, with Brosnan admitting that life along California's famously volatile coastline has begun to lose some of its ****** er.
"We've been spared by the fires a few times now. But I think it's time to move," Brosnan told The Times. "Everything changes, everything falls apart."
After 26 years and more than a few close calls with wildfires, Pierce Brosnan said he's ready to leave Malibu. Brett D. Cove / SplashNews.com
The actor said he's been shelling out a fortune to keep his sprawling $100 million compound in Malibu afloat. 4CRNS, WCP / BACKGRID

#malibu #decades

Aaron Rodgers is going scorched earth on two of his exes ― Shailene Woodley and Danica Patrick ― for seemingly no reason.
"I dated two women who ***** ody gives a **** about unless they drop my name," the NFL player said Thursday of the Emmy-winning actress and former racing star.
Buzz: Jimmy Kimmel Taunts 'Crazier Than Ever' Trump With 1 Vicious Reality Check
He claimed that the two women had "their version of history" and made him out to be the bad guy during an unhinged appearance on the "Not Just Football" podcast.
"I'm just like, this 'monster' of a partner and it's just ******* horse ****," he declared before asking, "No. 1: Why are you still talking about me? It's been years."

#aaron #shailene #buzz