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266prism_packet
2 months ago
The bond market has been sending a warning signal this summer. On Wednesday, the Treasury Department responded.
After a bond market selloff drove long-term U.S. bond yields to their highest level in years, the Treasury Department announced today that it is at least doubling its planned buybacks of longer-term government bonds, from a maximum of $2 billion to at least $4 billion. The change will start on September 9 and run through November 4, the day after the midterm elections.
"This administration needs a win and maybe that comes in the form of artificially trying to keep long Treasury rates contained," Jack McIntyre, a portfolio manager at Brandywine Global Investment Management, told Bloomberg. "They have to try something. Sentiment around the long-end globally is about as bearish as I have seen in a very long time."
The surprise announcement came just weeks after the Treasury Department had issued its quarterly "refunding" announcement, detailing its near-term debt-management plans. That suggests that the recent bond selloff really did set off some alarm bells at the Treasury, which said in its announcement that its move is meant "to provide greater liquidity support" at the long end of the bond market.
The announcement had the desired immediate effect of lowering longer-term yields, which had been rising because of concerns about persistent inflation and higher oil prices due to the war with Iran as well as worries about the U.S. budget deficit and rising debt. The yield on the benchmark 10-year Treasury, which had been just under 4% at the end of February, topped 4.7% earlier this week, a sizable move for the bond market. And the 30-year Treasury yield this week reached its highest level since June 2007, before the financial crisis of 2008 sent interest rates plunging toward zero. Both fell back on Wednesday following the Treasury Department's announcement.

#treasury #bond
limoyzvvimitaso6004
3 months ago
If you only know one celebrity stylist, it might be Rihanna's clothing curator turned editor-in-chief of Andy Warhol's Interview Magazine, Mel Ottenberg. Or, if you're a Bravo-head, you might know the Baroness of Boho, Rachel Zoe. But let's be honest, these days, chances are it's probably Law Roach, the famous stylist responsible for some of the best red carpet looks in recent years. Whether it's the inspired Hunter Schafer sci-fi moment at the 2021 Met Gala or that Zendaya hat, which has its own deep lore and so, so many memes, Roach knows a thing or two about putting a memorable look together.
But, what is it about the Southside Chicago native (and his eye for clothes) that's made him a household name? "He knows his worth," fashion writer Daniel Rogers told The Guardian. "He has fought hard to maintain that position: refusing to speak to journalists unless they use his name within a headline, and refusing to be a background figure to someone else's success," he added. "He brings real fashion capital — and entertainment — to an often staid celebrity landscape." So, let's take a look at the myriad ways this celebrated celebrity stylist has changed fashion forever.
Read more: Male Celebrities Who Were Unrecognizable After Plastic Surgery
Emma Mcintyre/Getty
What does it mean to be a stylist? It's looking at lookbooks, it's sourcing pieces, and it's presenting looks to clients. But, to Law Roach, it's so much more than that. All of the above notwithstanding, Roach is also a storyteller, an opinion-shifter, and a trendsetter. So, eschewing the stylist tag, Law Roach created a new job ***** le more befitting of his eclectic work that's about much more than just the clothes. In his words, he is an image architect.

#look
glid2compass
3 months ago
US-based investment company McIntyre Partnerships delivered flat performance in H1 2026, returning 0% gross and -1% net compared to the Russell 2000 Value Index's 23% return. A copy of the letter can be downloaded here. The second quarter results were a complete reversal of Q1 results, with the portfolio appreciating 23.0% (gross) and 23.3% (net), outperforming the index's 17.3%. The overall market surge contributed to this performance, alongside several positive developments related to the firm's holdings. Since inception, the fund has returned ~16% gross and ~12% net per annum, surpassing the benchmark's return of ~9% per annum. The portfolio is highly concentrated, with QDEL as the largest holding, creating volatility. Despite mixed results, the firm remains confident in the portfolio, particularly with QDEL viewed as a key investment opportunity. Potential for further growth is expected from several large investments with promising catalysts. In addition, you can check the Strategy's top 5 holdings to determine its best picks for 2026.
In its Q2 2026 investor letter, McIntyre Partnerships highlighted Star Holdings (NASDAQ:STHO). Star Holdings (NASDAQ:STHO) is a real estate company that engages in non-ground lease-related businesses. On August 7, 2026, Star Holdings (NASDAQ:STHO) closed at $9.64 per share. The one-month return of Star Holdings (NASDAQ:STHO) was 5.47%, and its shares gained 32.97% over the past 52 weeks. Star Holdings (NASDAQ:STHO) has a market capitalization of $116.54 million.
McIntyre Partnerships stated the following regarding Star Holdings (NASDAQ:STHO) in its Q2 2026 investor letter:
"2026 has been a decent year for Star Holdings (NASDAQ:STHO), with shares rallying ~14% YTD. However, it has been a substantially better fundamental year, with SAFE rallying ~20%. For perspective, based solely on SAFE's share price appreciation, STHO would have appreciated approximately 36%. Further, STHO has made significant progress in unwinding its legacy holdings. I estimate STHO's current NAV is ~$24.50, a 160% premium, and that the company will be able to return significant capital in 2027, if not sooner.
Regarding SAFE, Q2 marked STHO's best fundamental performance since we began purchasing STHO, with origination volumes returning to a four-year high and the company implementing its first share buyback, retiring ~2% of shares outstanding. Most importantly, SAFE sold a portfolio at a ~4.1% cap rate, which compares favorably to SAFE's current implied cap rate of ~5.3%. Applying a 4.1% cap rate, SAFE would be valued at $37/sh. versus its $16 trading price. While the remaining properties could warrant a lower multiple, if SAFE were to close its valuation gap, our STHO investment would benefit substantially."

#stho #company #return
luckymdx
3 months ago
US-based investment company McIntyre Partnerships delivered flat performance in H1 2026, returning 0% gross and -1% net compared to the Russell 2000 Value Index's 23% return. A copy of the letter can be downloaded here. The second quarter results were a complete reversal of Q1 results, with the portfolio appreciating 23.0% (gross) and 23.3% (net), outperforming the index's 17.3%. The overall market surge contributed to this performance, alongside several positive developments related to the firm's holdings. Since inception, the fund has returned ~16% gross and ~12% net per annum, surpassing the benchmark's return of ~9% per annum. The portfolio is highly concentrated, with QDEL as the largest holding, creating volatility. Despite mixed results, the firm remains confident in the portfolio, particularly with QDEL viewed as a key investment opportunity. Potential for further growth is expected from several large investments with promising catalysts. In addition, you can check the Strategy's top 5 holdings to determine its best picks for 2026.
In its Q2 2026 investor letter, McIntyre Partnerships highlighted Sotera Health Company (NASDAQ:SHC). Sotera Health Company (NASDAQ:SHC) is a US-based company that provides sterilization solutions, lab testing, and advisory services for the healthcare industry. On August 7, 2026, Sotera Health Company (NASDAQ:SHC) closed at $18.86 per share, reflecting a market capitalization of $5.38 billion. Sotera Health Company (NASDAQ:SHC) posted a one-month return of 5.04%, while its shares gained 25.61% over the past 52 weeks.
McIntyre Partnerships stated the following regarding Sotera Health Company (NASDAQ:SHC) in its Q2 2026 investor letter:
"Sotera Health Company (NASDAQ:SHC) saw positive Q1 results, with the key Sterigenics segment continuing its return to HSD organic growth following the COVID destocking in 2023 and 2024. Further, SHC also had positive legal news regarding its Georgia litigation, where the judge threw out 5 lawsuits with reasoning that implies the remaining 450 cases are likely to be rejected as well. While I believe the judge's ruling implies current liability is sub-$50MM, I estimate a worst-case $400k per case settlement, or $180MM, even if appeals reverse the decision. This compares to SHC's 2026 EBITDA of ~$640MM. The company also saw a CEO transition, with its long-time CEO transitioning to Executive Chairman and the hiring of CEO Shader from Viant, a medical device services company where he served as CEO. We are encouraged that former CEO Petras remains on the board and intends to play an active role in ensuring a smooth transition.
Finally, and most importantly, following Q1 earnings, SHC's former private equity owners sold the last of their shares. I believe the PE firms' selling pressure, via predictable quarterly block trades, has been a considerable overhang on SHC's shares over the past year. With this overhang gone, I believe SHC is well positioned to reweight towards peers. I es
4mNKlTS
3 months ago
US-based investment company McIntyre Partnerships delivered flat performance in H1 2026, returning 0% gross and -1% net compared to the Russell 2000 Value Index's 23% return. A copy of the letter can be downloaded here. The second quarter results were a complete reversal of Q1 results, with the portfolio appreciating 23.0% (gross) and 23.3% (net), outperforming the index's 17.3%. The overall market surge contributed to this performance, alongside several positive developments related to the firm's holdings. Since inception, the fund has returned ~16% gross and ~12% net per annum, surpassing the benchmark's return of ~9% per annum. The portfolio is highly concentrated, with QDEL as the largest holding, creating volatility. Despite mixed results, the firm remains confident in the portfolio, particularly with QDEL viewed as a key investment opportunity. Potential for further growth is expected from several large investments with promising catalysts. In addition, you can check the Strategy's top 5 holdings to determine its best picks for 2026.
In its Q2 2026 investor letter, McIntyre Partnerships highlighted QuidelOrtho Corporation NASDAQ:QDEL). QuidelOrtho Corporation (NASDAQ:QDEL) is a diagnostic testing solutions company that provides solutions across Labs, Transfusion Medicine, Point of Care, and Molecular Diagnostics. On August 7, 2026, QuidelOrtho Corporation (NASDAQ:QDEL) closed at $12.28 per share, reflecting a market capitalization of $837.72 million. QuidelOrtho Corporation (NASDAQ:QDEL) posted a one‑month return of ‑837.72%, while its shares lost 46.55% over the past 52 weeks."
McIntyre Partnerships stated the following regarding QuidelOrtho Corporation (NASDAQ:QDEL) in its Q2 2026 investor letter:
"As I argued in the Q1 letter outlining our thesis, QuidelOrtho Corporation (NASDAQ:QDEL) is essentially three different businesses operating under one corporate entity, and a division could be sold to deleverage the company. QDEL appears to be following this path. According to the FT article, QDEL is looking to sell its POC division for roughly $1.5B. POC is the old Quidel business, and the transaction would essentially undo the 2022 merger of Quidel and Ortho. ***** uming a sale near the rumored price, the QDEL RemainCo would be ~2.5x levered and consist of the legacy Ortho business. Critically, the driver of QDEL's repeated missed estimates over the last three years is the legacy Quidel business, while legacy Ortho has been a steady performer, albeit with negative Chinese regulatory news in Q1. Once the Chinese regulations are finalized in the coming months, I believe the legacy Ortho business will return to its historical, consistent high single-digit EBITDA growth.
Additionally, I believe Q2 will mark a low point for cash flow generation, a frequent bear point. As QDEL delevers and exits the volatile flu and COVID business, I believe the stock can reweight towards peers in the 11-15x EV/EBITDA range. If not, I believe the company will
nova8948
3 months ago
Emma McIntyre/Oscars / Getty Images
Tiffany Rose / Getty Images
Related: "15 Celebs Who Low-Key Look Nothing Like They Did A Few Years Ago"
Barry King / Getty Images
Gregg DeGuire / Getty Images

#getty #tiffany #rose
b8hkug
3 months ago
Steve Granitz / Getty Images, Bruce Glikas / Getty Images
Emma McIntyre / Getty Images, Bruce Glikas / Getty Images
Dimitrios Kambouris / Getty Images, Rob Kim / Getty Images
Related: "13 Times Celebs Spilled The Tea On Their Own Backstage Demands"
Michael Buckner / Getty Images, Sam Barnes / Getty Images

#granitz #emma #mcintyre
xht8fz53v8
3 months ago
Emma McIntyre / Getty Images
Ariana Grande / Republic Records / Via youtu.be
Related: "13 Times Celebs Spilled The Tea On Their Own Backstage Demands"
Ariana Grande / Republic Records / Via youtu.be
Christopher Polk/2026GG / Getty Images

#grande #republic
lwzjygqymieggtcz
3 months ago
MINNEAPOLIS, MN —The WWE's 'Biggest Party of the Summer' is now less than 24 hours away, as SummerSlam 2026 will take place Saturday and Sunday live from U.S. Bank Stadium in Minneapolis, Minnesota.
SummerSlam has something to offer for every WWE fan. From the two dream matches, one of which will be the main event each night, to the matches with crazy stipulations to some longtime feuds coming to a potential end.
As a way to preview the second biggest PLE of the year, I have put together a list of the five matches I am most excited for.
5. Gunther vs. Nick Aldis
WWE has been teasing SmackDown GM Nick Aldis' in-ring return for some time now after his mini-feuds with Drew McIntyre and Randy Orton, and are now finally cashing in, giving Aldis a tall task against the 'Ring General' Gunther. I am excited for this match for one main reason. Nick Aldis has been a professional wrestler for over 20 years. He started in the UK, before moving over to TNA and NWA where he held world championships in both. He has flourished in his GM role, but seeing him back in the ring, and for many fans seeing him in the ring for the first time, will do much more for him than continuing as GM would. For one, the WWE is putting him back in the ring at SummerSlam, which tells me they trust him. Also, having him feud with Gunther, in a rivalry that has been very entertaining, especially seeing Aldis absolutely lose it and be 'forced' to get back in the ring, gives him breathing room. Even if he loses the match, which he should and probably will because Gunther needs this win, he can certainly 'win' the WWE Universe over by putting up a stellar and exciting performance. I can't wait to see how Aldis does.

#aldis #summerslam #back #biggest
mvQJQsdashorbit
3 months ago
The Buffalo Bills have come close on a few occasions, much closer than plenty of other teams in the NFL... but still no Super Bowl.
Is it going to happen in 2026?
Jason McIntyre from "The Herd" doesn't think so.
Despite a trade for a No. 1 wide receiver in DJ Moore, a change to a new defense under the watch of Jim Leonhard and more moves made over this offseason, McIntyre does not believe Allen will win the Super Bowl with the Bills next season... or ever.
McIntyre used Los Angeles Rams quarterback Matthew Stafford as an example. Stafford eventually won the Big One with the Rams after years of falling short with the Detroit Lions.

#mcintyre #Rams #stafford #herd
snap1
3 months ago
Nearly one million bets from New Hampshire came in during the 38-daylong World Cup, generating two-and-half times more money than the last Super Bowl involving the New England Patriots, according to state lottery officials.
The 900,000 individual bets were placed during the soccer tournament’s 104 matches totaled almost $24 million played.
By comparison, there was $9 million bet in last February’s Super Bowl in which the Patriots lost to the Seattle Seahawks.
Charlie McIntyre, the lottery’s executive director, said what helped to boost the appeal of soccer spectacle was that Boston hosted some of the matches at Gillette Stadium in Foxborough, Mass., on the same field the Patriots play.
“Whether our players watched live, on TV, or followed along online, the results have exceeded our expectations,” McIntyre said.

#million #mcintyre #matches
neon_quiet_fix_lynx
4 months ago
World Wrestling Entertainment's Friday Night SmackDown event in Oklahoma City is tonight, starting a big week for martial arts fans in the area.
WWE will take place on Friday night at Paycom Center. Just a week later, UFC will make its long-awaited return to OKC on Saturday evening. While UFC is an unscripted combat sport, WWE, which stands for World Wrestling Entertainment, is scripted with predetermined outcomes and choreographed storylines. However, both operate under TKO Group Holdings, a premium sports and entertainment company that also owns PBR.
The fighter roster for the Friday Night SmackDown event includes Undisputed WWE Champion Cody Rhodes, Rhea Ripley, Drew McIntyre, Jade Cargill and Royce Keys.
Here's how to watch and get tickets for WWE in Oklahoma City this weekend.
WWE in Oklahoma City begins at 6:30 p.m. on Friday, July 10.
boosthe
4 months ago
Your club-by-club guide to the summer 2026 transfers in Scotland's top tier.
Who has your Premiership club brought in & let go? - January 2026
In: Tony Yogane, forward (Brentford, undisclosed); Ayoub Mouloua, forward (Rabat); Connor Ronan, midfielder (Colorado Rapids); Alexander Briedl, midfielder (Blau-Weiss Linz); Brad Lyons, midfielder (Kilmarnock); Lewis Mayo, defender (Kilmarnock); Dan Happe, defender (Leyton Orient); Toyosi Olusanya, forward (Houston Dynamo, loan to permanent).
Out: Graeme Shinnie, midfielder (Inverness Caledonian Thistle); Per Kristian Bratveit, goalkeeper; Ryan Duncan, midfielder; Vicente Besuijen, forward; Tom McIntyre, defender; Elvis Bwomono, defender; Conner Douglas, goalkeeper; Oliver Green, defender; Tristan Stephen, forward.
Loan ended: Dennis Geiger, midfielder (Hoffenheim); Lyall Cameron, midfielder (Rangers); Liam Morrison, defender (Queens Park Rangers).
3slowly
4 months ago
POTOMAC PARK — The Travel Mug Sluggers drew 15 walks en route to a 13-8 victory over Bedford in a Mountain League Baseball Junior Division game Tuesday at Hamilton Field.
Bedford held a 12-5 edge in hits, but walks and 11 errors allowed the TM Sluggers to score multiple runs in four innings.
Errice Weeks reached base five times, scoring twice, and had a team-high two hits, and Silas McIntyre scored three times.
Ben Kamp was the winning arm, giving up four runs (two earned) on seven hits in four innings with two strikeouts and no walks.
Bedford’s Gavin Wagoner and Cameron Feight had three hits each. Feight drove in two runs, and Kaalan Wilt singled twice. Brantley Elliott was dealt the loss.
rovabolujo4
5 months ago
The Richland Springs football team, which has been without a coach since February, brought back a familiar face with winning experience to lead the program.
James McIntyre Jr., who was the defensive coordinator during the 2023 season, was announced and hired Monday to lead the Coyotes. In his last stint, Richland Springs finished with a 13-1 record and a state semifinal appearance.
"Me and my family couldn't be more excited to come back home to Richland Springs ISD," McIntyre wrote in a post on the Richland Springs Coyote Booster Club Facebook page. "We are so grateful for the warm welcome the community of Richland Springs has shown throughout this process.
"Thank you to Superintendent Fryar, Principal Roesler, and Coach Jerry Burkhart for believing in me and giving me this opportunity. I'm excited to get to work and bring home State Championship #10 ."
Last year's state ***** le game: Bode Ham's record performance leads Jayton to second consecutive ***** le
2ovamodule
5 months ago
Drew McIntyre is not expected back in WWE anytime soon, and a new Hollywood commitment helps explain why. PWInsider's Mike Johnson reports that there is nothing on the table creatively for McIntyre in WWE at this time, and that online reports suggesting he was set for a return heading into SummerSlam were inaccurate. At the same time, Deadline has confirmed that McIntyre has joined the cast of The Last Druid, a historical action drama starring Russell Crowe that is currently filming in Spain.
The two developments together paint a clear picture of where McIntyre's focus is right now. Since returning from filming the Highlander reboot in Scotland, he has been circling several Hollywood projects, and The Last Druid represents the latest concrete result of that activity. His most recent WWE appearance came at WrestleMania 42, where he lost to Jacob Fatu in an Unsanctioned Match before stepping away from television entirely.
The Last Druid sees Crowe return to the world of ancient warfare, set a quarter century after Gladiator. The story follows a Roman Emperor who discovers a secluded Druid stronghold in the mountains of Caledonia, forcing a peaceful Celtic elder — played by Crowe — to take up arms to protect his family and people from annihilation. McIntyre's specific role has not been announced. The film's cast also includes Stacy Clausen, star of the Sundance breakout Leviticus, Spanish veteran Pablo Derqui, Crowe's son Tennyson Crowe in his second acting role, Rose Leslie, Andreas Pietschmann, and Daniel Zovatto. William Eubank is directing from a script he co-wrote with Phil Gawthorne and Carlyle Eubank.
The project marks McIntyre's second collaboration with Crowe, following their work together on Amazon MGM's Highlander reboot. In that film, directed by Chad Stahelski, McIntyre plays Angus MacLeod, the brother of Henry Cavill's Connor MacLeod. That project also reunited him with his The Killer's Game co-star Dave Bautista. The Last Druid now extends his relationship with Crowe into a second production.
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Athletic
1 yr. ago
Jason McIntyre is literally the worst thing in sports talk and that's saying a LOT; Taylor Rooks' bff might be evil but at least she made The Herd tolerable

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