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hixet_xzocu_sco_ha_k
10 days ago
Shortly after England's disappointing defeat by Argentina at this summer's World Cup, boss Thomas Tuchel offered his view on why the Three Lions are struggling to win major tournaments.
"I think ball possession plays a crucial role," he said.
"It's maybe not in our DNA like it is in the Spanish DNA or Argentinian or Brazilian DNA to take the ball, control the game and the ball, which is also a big problem."
DNA (deoxyribonucleic acid), in scientific terms, usually refers to the master blueprint for life - the hereditary material in humans and almost all other organisms.
In football, the DNA of a team starts out at grassroots level, where young players are shaped and developed.

#World #tuchel
kfcnpcjuddaov
20 days ago
Exes Tarek El Moussa and Christina Haack got some backlash after surprising daughter Taylor with a $150,000 BMW X5 M ahead of her 16th birthday. Now, Tarek, 45, and wife Heather El Moussa have revealed why the trio splurged on the lavish gift.
"Well, it turns out, as a father, when your daughter kicks [expletive], gets a 4.2 GPA, is MVP of the soccer team, you really want to surprise her," the HGTV star explained to E! at the Virtual Reali-Tea Awards in New York on October 6. "So, dad, stepmom, mom, we all surprised her."
"She's a good girl. She deserves it. She works really hard," added Heather, 39.
"She's the best kid. She didn't ask for it. We gave it to her. There's a big difference," Tarek continued, as the Selling Sunset star said the teen was "very grateful" and "cried" upon receiving the pricey present.
instagram.com/christinahaack

#really
l5d3b
20 days ago
A newly surfaced text message attributed to Kimberly Guilfoyle appears to reveal what she really thinks of Bettina Trump. Guilfoyle and Donald Trump Jr. ended their engagement in 2024. Bettina, 39, is now his wife.
"I was having a [expletive] great time Saturday and we had a [expletive] amazing time when we got home Saturday night that's a nonsense," Guilfoyle allegedly texted Eric Deters, a former Kentucky congressional candidate, according to a Thursday, October 8 report in The Daily Beast. "That's his ex-wife's friend. It's all lies, but she's a cloud chasing horror that plays the story in the daily mail to get attention."
Deters confirmed to the outlet that the message was about Bettina.
The Daily Beast cautioned that the texts may contain typos. "Cloud chasing" could mean "clout chasing," and "plays the story" could mean "placed the story." The outlet also noted that "his ex-wife's friend" may refer to Vanessa Trump, Don Jr.'s former wife.
The message does not say which Daily Mail story Guilfoyle, 57, meant. But the publication reported on September 15, 2024, that Don Jr., 48, had been seen kissing Bettina at a brunch on August 17 of that same year. At that point, the public still believed he and Guilfoyle, now the U.S. ambassador to Greece, were engaged. The two have never publicly said when they actually split.

#story #chasing #deters
87fix
20 days ago
Tarek and Heather Rae El Moussa explain why they gifted Tarek's daughter Taylor a car for her birthday
Tarek says Taylor did not ask for the gift and was surprised when her parents gave her the car
Tarek shares Taylor and son Brayden with ex Christina Haack and son Tristan with Heather
Tarek and Heather Rae El Moussa are sharing why they gifted his daughter Taylor a car for her 16th birthday.
While speaking to E! News in a joint interview at Page Six's 2026 Virtual Reali-Tea Awards in New York City on Tuesday, Oct. 6, the couple shared that they felt that Tarek's daughter Taylor deserved to be spoiled for her sweet 16.

#heather #daughter #gifted
4packetw3ldgrum
20 days ago
Amcor plc (NYSE:AMCR) isn't a flashy business. Most people probably don't know much about the company, even though they come across its products every day. The company makes the packaging used for food, drinks, healthcare products, beauty products, and plenty of other everyday items.
That gives the company an interesting quality from an investment perspective. Consumers may cut back on certain purchases when the economy gets tougher, but they still need to buy food, medicine, and other basic products. About 60% of Amcor's markets are tied to nutrition, while health, beauty, and wellness make up another 25%. Billionaires are gravitating towards another packaging company, and that has also returned nearly 20% in the past year. Find here.
The company's size is another advantage. Amcor operates across a large global manufacturing network and has relationships with major customers that have been built over many years. It also offers a wide range of packaging formats and materials. For a large multinational customer, being able to deal with one supplier across multiple markets can be a meaningful advantage. The Berry Global acquisition has made Amcor even larger, although it also brought more debt onto the balance sheet.
Amcor plc (NYSE:AMCR) pays $0.65 per share every quarter, giving investors an annual dividend of $2.60. At the October 7 closing price of $41.26, that works out to a yield of about 6.3%. That's a big yield for a company selling products that are tied to everyday consumption. However, a high yield doesn't automatically make a dividend attractive. What matters is whether the business can actually afford to keep paying it. Amcor's latest numbers offer some comfort. Its steady dividend growth is one reason the stock remains popular with income-focused investors.
The company generated $1.303 billion in free cash flow during fiscal 2026, while adjusted diluted EPS came in at $4.02, up 13% from the previous year. Amcor also increased its annual dividend to $2.60. On an adjusted earnings basis, the payout ratio is around 65%. That's not unusual for a mature company and doesn't immediately raise a red flag.

#NYSE
4mNKlTS
21 days ago
By Alun John, Harry Robertson and Sara Rossi
LONDON/MILAN, Oct 7 (Reuters) - Traders have turned more discerning following a bond market rout, dumping the debt of European countries they deem the riskiest and rushing to safe-haven Germany.
The moves highlight a new hierarchy in the ever-evolving rankings of European debt.
France, once a beneficiary of a flight ‌to safety, has been hit by selling. Previously shunned Italy and Britain are less exposed but still fragile, while Dutch and Swiss debt have rallied alongside Germany.
"We've seen bond ‌vigilantes come out in force," said Man Group Chief Market Strategist Kristina Hooper.

#germany #bond
zimapxhuyni
21 days ago
Ana de Armas and boyfriend Beto Montenegro were photographed leaving their Paris hotel together on Oct. 6th as the actress headed to Louis Vuitton's Spring-Summer 2027 show, according to Just Jared.
The 38-year-old actress wore a plunging black leather blazer and matching microshorts from the house's Resort 2027 collection. Tan straps threaded through silver rings lined the jacket's sides. She paired the outfit with black knee-high boots and a small brown handbag.
Montenegro, a Venezuelan musician, accompanied her in an olive jacket and brown trousers. He finished his look with sunglasses and bright pink sneakers.
De Armas is a Louis Vuitton house ambassador and appears in its Mythica high-jewelry campaign.
A separate photograph posted by Splash News on Oct. 7th showed the pair out after dark. The agency identified their destination as a Louis Vuitton afterparty.

#brown #Paris
D8ePLy
22 days ago
If Harper Beckham has no fans, it's because her elder brother, Cruz Beckham, has perished.
The budding musician had a fabulous reaction to his younger sister and budding beauty mogul, who was the topic of a conversation between British presenter Holly Willoughby and The Traitor's star, Joanne McNally.
The Irish comedian was asked by the former This Morning host which celebrity she would like to be, to which Joanne replied: "Harper Beckham," adding that she knew it "should be someone like Tina Fey."
Joanne went on to cite all the things she felt would be brilliant about being the 15-year-old, having the influence of Victoria Beckham, her upcoming beauty brand, as well as holidaying on a yacht, all being things on Joanne's list.
And the proof was in the pudding, as Cruz left a gushing comment on a clip of the moment on TikTok. "Me too, Harper is the most amazing human ever," which gained 1,239 likes.

#beckham #joanne #cruz #british
tAg1qXfz
23 days ago
Christina Zhu, the head of Walmart's China business, remembers when Chinese shoppers did not have much choice.
As a child, she watched her parents wake up at 4:30 a.m. on Sundays to go to the wet market. "They had to haggle, and high-quality produce wasn't always guaranteed," Zhu, born in 1973, recalled at the Fortune Leaders Forum in Macau in September.
Today, Chinese shoppers are "probably the group with the most choices [in the world]," and they have become "the most demanding customers," she said.
Meeting those rising expectations has become the defining challenge for retailers in China, and Walmart has managed it better than most. It entered China in 1996 with a Supercenter and a Sam's Club in Shenzhen. Three decades later, the U.S. retailer is thriving in the world's second-largest economy even as other foreign brands struggle.
China represents 3% of Walmart's overall business, but it is growing, generating $24.6 billion in sales in its past fiscal year, a 19.3% jump. Sales grew 20.7% last quarter, faster than the 5.9% reported by the company as a whole.

#China
xht8fz53v8
23 days ago
Martha Stewart just debuted her shortest hairstyle in decades.
Walking the carpet at the New York City premiere of Aaron Sorkin's The Social Reckoning on Sunday, Oct. 4, the Queen of the Thirst Trap looked radiant in a blonde pixie cut tucked behind her ear, with long bangs swept to one side.
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Kristina ****** phrey / Getty Images
Rocking a black asymmetric pantsuit with a black clutch and layered gold collar necklaces, she posed and smiled for the cameras, her complexion glowing.

#martha #walking #sunday
stormc
23 days ago
John Leguizamo, the veteran stage and screen actor and leading activist for Latino representation in Hollywood, who is currently garnering career-best notices and Oscar buzz for his portrayal of Eumaeus in Christopher Nolan's The Odyssey, is our guest on this episode of The Hollywood Reporter's Awards Chatter podcast, which was recorded in front of an audience of students at Chapman University.
Over the course of 42 years in the business, Leguizamo has worked with everyone. He has been directed by Brian De Palma, Spike Lee, Baz Luhrmann and Jon Favreau multiple times, as well as by Mike Nichols, George A. Romero, Ridley Scott, Todd Haynes, M. Night Shyamalan, Ava DuVernay and Christopher Nolan. And he has shared the screen with the likes of Sean Penn, Harrison Ford, Al Pacino, Leonardo DiCaprio, Wesley Snipes, Arnold Schwarzenegger, Robert De Niro, Keanu Reeves, Nicole Kidman, Kevin Hart, Tina Fey, Amy Poehler and Matt Damon.

In the movies, he has starred in blockbuster studio franchises (Ice Age and John Wick), revered indies (Poison and Chef) and cult classics (Super Mario Bros. and To Wong Foo, Thanks for Everything! Julie Newmar). On TV, he has been on hit network shows (ER) and acclaimed limited series (Waco and When They See Us). And on the stage, he has written and starred in six acclaimed one-man shows. Between them all, he has accumulated an Emmy Award and a special Tony Award, as well as Golden Globe and Critics Choice award nominations.
More from The Hollywood Reporter
Universal Becomes First Studio to Cross $5B at 2026 Global Box Office
Charlize Theron Says 'The Odyssey' Just Gave Hollywood a Much-Needed Reminder

#hollywood
fxftawxufdm
23 days ago
When it comes to the battle for control of the U.S. Senate, Republicans are mostly playing defense. The lion's share of the races that will decide which party secures a majority in November are in red states — including Texas, Iowa and Ohio — where the GOP is hoping to hold on against ascendant Democratic challengers.
Minnesota is one of the few states in the country where the party is in a position to go on offense and potentially turn a blue seat red.
In pursuit of that goal, the GOP has put its hopes in Michele Tafoya, a former sports broadcaster and NFL sideline reporter turned politician who polls suggest has a real chance of winning in a state that has been dominated by Democrats in recent election cycles.
Tafoya is running for the seat currently held by Democrat Tina Smith, who is not pursuing re-election. Instead her opponent will be Minnesota Lt. Gov. Peggy Flannagan, a progressive who supports policies like Medicare for All and abolishing Immigration and Customs Enforcement.
Minnesota has been at the center of some of the biggest controversies of President Trump's second term, particularly his administration's sweeping immigration crackdown. Though a majority of Minnesotans disapprove of Trump's performance as president, Tafoya has steadily chipped away at Flanagan's lead in polls since the primary.

#tafoya
j0wls85oyk
23 days ago
Christina Aguilera flaunted her curvy figure on social media during her romantic overseas trip with longtime fiancé Matthew Rutler.
The performer posed on a terrace overlooking Portofino, Italy, wearing tight light wash jeans, a headscarf top, with black sunglasses and a high pony.
Christina Aguilera showed off her toned back online (@ Instagram)
In the carousel, the star was also pictured in a long black dress on the balcony, and a satin powder pink dress as she rolled in delicious room service.
In one of the pictures, the duo looked cozy canalside, as they cuddled while enjoying wine and taking in the views. She captioned the set: "Who knew Neverland was in Portofino??"

#Instagram
clouD
23 days ago
Arnold Schwarzenegger, 79, was well known for his unwavering discipline with his workout routine in his bodybuilding era, but he is just as strict with his house rules.
The Terminator actor thrives on routine and order, admitting at the Town & Country Philanthropy Summit in 2023 his motto: "The key thing is in the morning, do right away something."
That's precisely why you won't catch him leaving the bed unmade. As well as ensuring he arranges the duvet perfectly, he expects the same from his children, and growing up, there were big consequences for anyone who left their bedsheets a mess.
The actor shares four children with his ex-wife, Maria Shriver: Katherine, 36, Christina, 35, Patrick, 33, and Christopher, 29. But in 2011, the actor announced he had fathered another child, Joseph Baena, 28, who is now a bodybuilder himself, with his longtime housekeeper, Mildred Baena.
When promoting his book, Be Useful: Seven Tools for Life, Arnold told People magazine how he would throw the mattress if beds were left unmade in his house.

#well #unmade
elhoonsdtelzll
23 days ago
Laura Bell Bundy's childhood theater résumé includes an unlikely casting sequence: Britney Spears and Natalie Portman both served as her understudy in the same Off-Broadway musical before either became famous.
Bundy originated Tina Denmark in the 1992 production of Ruthless!, with Spears holding the understudy job first and Portman replacing her later. "Britney Spears was my understudy," Bundy recalled during a new episode of Hey Dude... The 90s Called!, according to Entertainment Weekly. "And then Natalie Portman was my understudy when Britney left."
Tina is an eight-year-old performer determined to play Pippi Longstocking in her school musical, with the dark comedy taking that ambition to murderous extremes. Bundy was still a child herself when she took on the role that became one of her first major stage credits.
Ruthless! opened at New York's Players Theatre on March 13, 1992 and ran for 342 performances before closing Jan. 24, 1993.
Bundy told PEOPLE that Spears was only a few months younger than she was. She remembered knowing Spears during the production but said the two did not spend much time playing together outside work.

#portman #ruthless #musical
gadgetmostly9974
26 days ago
This summer, we took a family vacation to Oregon to hike in the Pacific Northwest. Not surprisingly, we saw a bunch of people decked out in clothing made by Columbia, the huge sportswear company founded in Portland in 1938, and named for the nearby river.
We also saw a lot of people wearing Patagonia clothes. Named after the vast geographic region at the southern tip of South America, shared by Argentina and Chile, Patagonia was founded by climber Yvon Chouinard in 1973 to provide durable climbing equipment and outdoor wear. The company heavily supports environmental causes and donates profits from the sale of their jackets, fleeces and other gear to ecological protection. The company even sued President Trump in 2017, for shrinking federal lands protections.
In addition to environmental causes, Patagonia has also championed the LGBTQ community by partnering with the Human Rights Campaign to oppose state legislation targeting their rights. This summer, though, the company sued one member of that community.
Wyn Wiley is an activist from Bend, Oregon, who focuses on environmental and LGBTQ+ issues, promoting acceptance of queer identities in the environmentalist and outdoors communities, and promoting awareness of climate change and its effects.
In October of 2018, Wiley created the character Pattie Gonia and produced short-form outdoors activism content on Instagram and TikTok, while dressing in drag. The first posted video garnered more than 100 million views. Pattie Gonia has 1.8 million Instagram followers and claims to have raised $3.7 million for environmental causes, including $1 million raised last year on a 100-mile hike. In 2022, Pattie Gonia partnered with The North Face, another outdoor gear juggernaut, for their 2022 "Summer of Pride" series, which consisted of outdoor community-building events focused on local LGBTQ+ engagement and acceptance.

#lgbtq #summer
kc68nex
27 days ago
Jessi Draper officiated her sister Kiera Draper Lewis' two wedding ceremonies to Payton Lewis
The couple were legally married in early August before their destination wedding in Tuscany, Italy, later that month
The second ceremony included a blood-sharing ritual
Jessi Draper officiated her younger sister's wedding — twice!
Kiera Draper Lewis and Payton Lewis were legally married by The Secret Lives of Mormon Wives star, 34, on Aug. 1, ahead of their destination wedding in Tuscany, Italy, on Aug. 26. Jessi also officiated the second ceremony, but this time the couple exchanged more than just vows.

#payton #couple
vxvzrqpvh
27 days ago
Long Island mansion Oheka Castle will be sold to the highest bidder after its owner filed Chapter 11 bankruptcy
Taylor Swift filmed her "Blank ****** e" music video at the estate, riding horses through its formal gardens
Kevin Jonas, Joey Fatone, Curtis Martin and Megyn Kelly each celebrated weddings at the historic venue
America's second largest private residence, Oheka Castle, is heading to the auction block this October.
Completed in 1919, the Gilded Age residence was built by financier Otto Hermann Kahn to be used as a summer home. In the years since, the 109,000-square-foot, 127-room estate has become a wedding destination for celebrities. Kahn's own daughter, socialite Maud, became the castle's first bride when she walked down the aisle on June 15, 1920, according the castle's official website.

#oheka #long #island #chapter
xhdstuhqy
1 month ago
Transocean Ltd. (NYSE:RIG) received a boost on September 15 when the company announced that it had secured an approximately $80 million contract for its Deepwater Conqueror ultra-deepwater drillship in Equatorial Guinea. The estimated 170-day campaign with an undisclosed operator is expected to begin next year, directly following the rig's current contract in the US Gulf.
Built in 2016, the DSME 12000-design Deepwater Conqueror can operate in water depths of up to 12,000 feet and drill to a maximum depth of 40,000 feet.
The $80 million award provides Transocean with additional contract revenue and improves visibility into the company's future revenue base. If the award includes attractive day rates and limited mobilization costs, it could contribute positively to operating margins and cash flows. The company's backlog stood at approximately $6.7 billion as of August 5, 2026.
The contract could also improve the utilization of its high-value drilling rig. Since ultra-deepwater rigs require substantial investment, securing work for an idle or underutilized rig could help spread fixed operating costs over a larger revenue base. Deepwater Conqueror will move directly from its US Gulf contract to Equatorial Guinea, avoiding a gap between the two programs.
The latest award also provides Transocean with an alternative destination for its rigs. The company had already signaled in its Q2 earnings call that the growing demand for new deepwater contracts in Africa would also help offset a decline in awards in the US Gulf.

#deepwater #contract #gulf #equatorial
orBit1
1 month ago
On August 20, Royal Caribbean Group (NYSE:RCL) said it had completed a sale of $1.25 billion of notes that carry a 5.55% coupon and come due on January 20, 2034. The money is earmarked first for floating-rate term loans, with anything left over used to repay or refinance other debt, and the offering rode on a shelf registration filed on February 29, 2024. That sounds like routine upkeep. But next to an earnings beat and a flat third-quarter pricing outlook, the deal gives you a handy lens on where the company stands.
Start with the debt itself. Swapping floating-rate borrowings for notes with a stated 5.550% coupon takes some interest-rate guesswork out of the picture, and the notes don't mature until January 20, 2034. That matters because $2.7 billion comes due in 2027 and $3.4 billion in 2028. Against those bills, the company held $6.9 billion of liquidity as of June 30, and it added $250 million to its revolving credit line in July.
The business generating the cash is running well. On July 28, Royal Caribbean reported second-quarter adjusted earnings of $4.21 per share, ahead of its own guidance on stronger last-minute demand, lower costs, and better results from joint ventures. Management then raised full-year adjusted EPS guidance to a range of $17.73 to $17.87, which implies 14% growth. It also kept returning cash to shareholders in the second quarter, through $404 million of dividends and $199 million of buybacks. Booking volumes are running above last year, and 2027 bookings are tracking ahead of past years, even on routes that geopolitical events hit in 2026.
Beat or not, that $4.21 is still below the $4.38 from the same quarter in 2025. Costs excluding fuel per passenger cruise day rose 4.4%, and the cost beat came largely from the timing of expenses. Then there is pricing, where the story gets less rosy. Third-quarter net yields are guided to roughly flat against 2025 while capacity grows 8.5%, so the expected 8% revenue growth comes from more capacity, not from better yields. Management also says prolonged geopolitical activity has dented bookings on select itineraries. It calls the hit modest, but it is now built into guidance.
The refinancing also doesn't shrink the debt pile. New notes pay off old borrowings, so the total owed stays roughly where it was, and the company still expects net interest of $980 million to $990 million this year. Add roughly $4.7 billion of capital spending in 2026, mostly for new ships and destination projects, and it is clear this business needs a steady supply of capital. The April ship orders, Icon VI and Icon VII, extend that appetite, though their financing is already committed.

#billion #quarter #company #year
5521trulyjolly83MI
1 month ago
Palantir (PLTR) CEO Alex Karp has dropped a blunt theory about the AI industry's safety push.
The outspoken AI executive said that some companies might need government ownership to escape the financial consequences of their technology.
In his CNBC interview, Karp framed nationalization as the destination he believes those businesses are moving toward, with liability protection the prize.
His startling comments come as the industry's conversation shifts towards safeguards and whether development should slow down. Moreover, that also raises the question of who shoulders the risks created along the way?
Karp zeroes in on customers' intellectual property. He said businesses working with Palantir believe that their ideas and data are being fed into AI models, putting their competitive advantages at risk.

#businesses #alex #cnbc #moreover
kmzwolm_xavyuzu
1 month ago
Logistic Properties of the Americas (NYSEAMERICAN:LPA) moved closer to selling Parque Logístico Lima Sur after Peru's antitrust authority, INDECOPI, approved the transaction on September 11. FIBRA Prime would acquire the entire 1.3-million-square-foot logistics park for $145 million. Customary administrative closing matters remain outstanding.
Management expects approximately $85 million of net proceeds after debt repayment and before taxes, with Mexico the intended destination. Approval advances the financing of that expansion, while the investment case rests on replacing an established income stream.
Lima Sur generated $10.3 million of cash net operating income, or cash NOI, during the 12 months ended March 31, 2026. Cash NOI is a company-defined non-IFRS measure of property income after operating expenses, adjusted to remove straight-line rental accounting. It excludes corporate overhead, financing costs, income taxes, and other non-property items.
Logistic Properties of the Americas (NYSEAMERICAN:LPA) has demonstrated an ability to develop, lease and operate logistics ***** ets. Second-quarter revenue increased 26.1% to $14.7 million, while stabilized portfolio occupancy reached 100% as of June 30.
Mexico already contributes revenue. Two properties acquired in Puebla in August 2025 generated approximately $0.5 million during the second quarter. That provides an operating foothold for deploying proceeds.

#cash #logistic #nyseamerican #Mexico
sleepypmv
1 month ago
Argentina's controversial right-wing president, Javier Milei, slashed inflation with a brutal dose of economic austerity, but this came at a steep social cost. The cost of living is spiraling higher, fueling household debt, loan delinquencies, and economic hardship. Industrial output, since Milei took office, has declined sharply, with local companies closing at an alarming rate. While parts of the economy are falling into chaos, Argentina's oil and gas sector is experiencing a generational boom driven by the Vaca Muerta shale.
Argentina's vital hydrocarbon sector continues to surge, with oil production hitting yet another record in July 2026. Output reached 902,920 barrels per day, almost 1% above June and 12% higher than a year earlier, marking the country's highest oil production on record. Natural gas production has also expanded strongly, although output slipped 0.5% month over month and 1.6% year over year in July to average 5.6 billion cubic feet per day. That modest setback barely dents the bigger picture: economically crucial gas production has surged 21% over the past five years.
It is the ongoing and growing exploitation of the Vaca Muerta shale, situated in northern Patagonia in Neuquén Province which is responsible for Argentina's booming oil and natural gas complex. For July 2026, shale oil production rose by 1.2% month over month and a whopping 26% year over year to an all-time high of 648,347 barrels per day. As a result, shale oil now comprises a record 72% of Argentina's total petroleum output. This is also responsible for bolstering energy security in the Americas.
Shale gas production is also expanding at a healthy clip. For July 2026, Argentina lifted an average of 3.9 billion cubic feet per day of the fossil, which, despite being nearly 1% less than a month prior, was almost 4% higher year over year. That is the second-highest monthly shale gas production ever recorded. It was only eclipsed by June 2026 output, which hit 3.94 billion cubic feet per day. Shale gas now makes up 70% of Argentina's natural gas output, which is the highest level ever recorded.
Shale oil and gas production will keep growing at a solid pace, with Argentina on track to become a pure unconventional producer. You see, conventional oil output is in decline and has been for over a decade. Argentina's conventional fields are well past their prime, in many cases having hit peak production a decade ago with output now truly in decline. Government data shows July 2026 conventional oil production of 254,574 barrels per day, which is 2% lower than a month prior and 13% less year over year, indicating conventional oil output is 50% lower than a decade ago.

#shale #july #higher #record
ghhem
1 month ago
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 LyondellBasell Industries N.V. (NYSE:LYB). LyondellBasell Industries N.V. (NYSE:LYB) is a multinational chemical and plastic manufacturing company. On September 15, 2026, LyondellBasell Industries N.V. (NYSE:LYB) closed at $65.43 per share. Over the past month, LyondellBasell Industries N.V. (NYSE:LYB) declined 0.95% while its shares gained 22.25% over the past 52 weeks. LyondellBasell Industries N.V. (NYSE:LYB) has a market capitalization of $21.14 billion, and its stock has traded within a 52-week range of $41.58 and $83.94.
Conventum – Alluvium Global Fund stated the following regarding LyondellBasell Industries N.V. (NYSE:LYB) in its Q2 2026 investor letter:
"LyondellBasell Industries N.V. (NYSE:LYB), the plastics producer gave back some of that 88.3% return of last quarter, and fell 34.0%, We are continually amazed by the market's response to the war in Iraq. It seems that this so called "ceasefire" (the one where Iran keeps attacking ships in the Strait of Hormuz and the US keeps bombing) has led to expectations that all is well for the affected commodity markets. Management provided results in early May, and reported expectations that the higher prices will be sustained for some time. That makes sense to us. But since then, Polyethylene and Polypropylene prices, for example, have fallen by around 15%. After we sold around two thirds of our holding during the March quarter, we ceased as the price fell to levels below our valuation. It currently accounts for 2.1% of the Fund and we are comfortable with maintaining this position."
LyondellBasell Industries N.V. (NYSE:LYB) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 57 hedge fund portfolios held LyondellBasell Industries N.V. (NYSE:LYB) at the end of the second quarter which was 59 in the previous quarter. While we acknowledge the potential of LyondellBasell Industries N.V. (NYSE:LYB) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trum
qurs035
1 month ago
In some markets, it costs less to rent than to buy — by a lot. And it could be a great way to save a ton of money during your retirement years.
Mortgage and financial consultant Cody Schuiteboer of Best Interest Financial said many retirees never even consider renting as a serious option.
"There is an unshakeable mentality that buying is always the right choice, but the opposite is often true in retirement," he said. "If renting is actually cheaper in that market, renting lets retirees stretch their nest egg further."
MoneyLion ran the rent-versus-ownership numbers in the top retirement destinations along the East Coast and found the cities offering the greatest savings to renters. The homeownership numbers ****** umed a 10% down payment and a 6.53% interest rate, using average home price and rent numbers from Zillow.
Best of all, the following retirement hubs all have a total monthly expenditure cost under $4,000 according to BLS data, and adults over 65 make up at least 20% of the population.

#rent
03hypermoodyprism
1 month ago
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 Alibaba Group Holding Limited (NYSE:BABA). Alibaba Group Holding Limited (NYSE:BABA) is a Chinese multinational company that focuses on cloud computing, e-commerce, and artificial intelligence. On September 14, 2026, Alibaba Group Holding Limited (NYSE:BABA) closed at $109.23 per share. Over the past month, Alibaba Group Holding Limited (NYSE:BABA) declined 14.03%, and its shares lost 32.08% over the past 52 weeks. Alibaba Group Holding Limited (NYSE:BABA) has a market capitalization of $268.48 billion, and its stock has traded within a 52-week range of $91.99 and $192.67.
Conventum – Alluvium Global Fund stated the following regarding Alibaba Group Holding Limited (NYSE:BABA) in its Q2 2026 investor letter:
"Alibaba Group Holding Limited (NYSE:BABA) was down 21.3%. Its results were all about AI, and how its investments are paying off, and management's confidence to make further investments. So the only disappointing news (if you can call it that), was that free cash is being chewed up by capital expenses to the point where it has become negative. The results were generally well received. Share price fluctuations are par for the course, especially for Alibaba. We are not fussed. As a consequence of the falling share price, its maintainable earnings yield (on our numbers) has increased to 7.7% and it is trading at a circa 30% discount to our valuation. The Fund's current position is 2.6%."
Alibaba Group Holding Limited (NYSE:BABA) ranks 30 on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 97 hedge fund portfolios held Alibaba Group Holding Limited (NYSE:BABA) at the end of the second quarter which was 102 in the previous quarter. While we acknowledge the potential of Alibaba Group Holding Limited (NYSE:BABA) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

#alibaba #baba #alluvium #quarter
tjbvwpto5oc687
1 month ago
Auxier ******* et Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Following a strong rebound from the first-quarter decline, the S&P 500 gained 15.2% as accelerating capital spending toward artificial intelligence infrastructure drove significant gains across technology hardware companies. Semiconductor and data-center-related businesses benefited from supply constraints and strong demand, while enterprise software remained under pressure as investors reassessed AI disruption risks and compressed valuations. In the quarter, Auxier Focus Fund's Investor Class gained 8.82% and 10.70% for the six months ended June 30, 2026. Despite strong earnings growth across the broader market, Auxier highlighted concerns around rising margin debt, increased leverage, and elevated capital flows into high-growth technology areas that could amplify future volatility. The firm continues to focus on identifying enduring businesses with strong competitive advantages, resilient cash flows, and sustainable long-term growth potential. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Auxier ******* et Management highlighted UnitedHealth Group Incorporated (NYSE:UNH) as a material contributor. UnitedHealth Group Incorporated (NYSE:UNH) is a multinational health benefits company based in Eden Prairie, Minnesota. On September 14, 2026, UnitedHealth Group Incorporated (NYSE:UNH) closed at $383.55 per share. Over the past month, UnitedHealth Group Incorporated (NYSE:UNH) declined 4.38%, while its shares gained 10.86% over the past 52 weeks. UnitedHealth Group Incorporated (NYSE:UNH) has a market capitalization of $344.27 billion with a 52-week trading range between $255.97 and $461.62.
Auxier ******* et Management stated the following regarding UnitedHealth Group Incorporated (NYSE:UNH) in its Q2 2026 investor letter:
"UnitedHealth Group Incorporated (NYSE:UNH) Leads the Way in Reshaping the Insurance Industry with AI UnitedHealth Group is among the companies that have successfully integrated AI into various parts of their operations. One of the most significant benefits has been in administrative functions, where AI has helped save tens of thousands of hours through increased automation and efficiency. As an example, automated transcription of patient encounters has contributed to lower levels of clinician burnout. Management reports that they are generating about $2 of value for every $1 spent on AI due to reductions in manual labor. We like this measured approach to implementing AI where it can provide clear operational benefits and attractive returns, which has been a key strategy of current CEO Stephen Hemsley. UnitedHealth's success in AI use highlights the technology's potential on the user side where companies can benefit without the high upfront cost of building the infrastructure. Cigna Group is projecting $200 million in
uhY43
1 month ago
Our ****** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Fiscal 2026 performance was significantly impacted by ongoing litigation with specific creditors and the resulting business disruptions from these disputes.
The 18% revenue decline was primarily driven by the international business and a strategic reconfiguration of the seed business model.
Commercial operations in Argentina have stabilized following a successful reprofiling of local debt obligations at the start of the fourth quarter.
Management prioritized a leaner operating structure, achieving a 19% reduction in SG&A for the quarter to offset gross profit declines.

#analysts #identified
yanevapo57
1 month ago
Auxier ****** et Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Following a strong rebound from the first-quarter decline, the S&P 500 gained 15.2% as accelerating capital spending toward artificial intelligence infrastructure drove significant gains across technology hardware companies. Semiconductor and data-center-related businesses benefited from supply constraints and strong demand, while enterprise software remained under pressure as investors reassessed AI disruption risks and compressed valuations. In the quarter, Auxier Focus Fund's Investor Class gained 8.82% and 10.70% for the six months ended June 30, 2026. Despite strong earnings growth across the broader market, Auxier highlighted concerns around rising margin debt, increased leverage, and elevated capital flows into high-growth technology areas that could amplify future volatility. The firm continues to focus on identifying enduring businesses with strong competitive advantages, resilient cash flows, and sustainable long-term growth potential. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Auxier ****** et Management highlighted UnitedHealth Group Incorporated (NYSE:UNH) as a material contributor. UnitedHealth Group Incorporated (NYSE:UNH) is a multinational health benefits company based in Eden Prairie, Minnesota. On September 14, 2026, UnitedHealth Group Incorporated (NYSE:UNH) closed at $383.55 per share. Over the past month, UnitedHealth Group Incorporated (NYSE:UNH) declined 4.38%, while its shares gained 10.86% over the past 52 weeks. UnitedHealth Group Incorporated (NYSE:UNH) has a market capitalization of $344.27 billion with a 52-week trading range between $255.97 and $461.62.
Auxier ****** et Management stated the following regarding UnitedHealth Group Incorporated (NYSE:UNH) in its Q2 2026 investor letter:
"UnitedHealth Group Incorporated (NYSE:UNH) Leads the Way in Reshaping the Insurance Industry with AI UnitedHealth Group is among the companies that have successfully integrated AI into various parts of their operations. One of the most significant benefits has been in administrative functions, where AI has helped save tens of thousands of hours through increased automation and efficiency. As an example, automated transcription of patient encounters has contributed to lower levels of clinician burnout. Management reports that they are generating about $2 of value for every $1 spent on AI due to reductions in manual labor. We like this measured approach to implementing AI where it can provide clear operational benefits and attractive returns, which has been a key strategy of current CEO Stephen Hemsley. UnitedHealth's success in AI use highlights the technology's potential on the user side where companies can benefit without the high upfront cost of building the infrastructure. Cigna Group is projecting $200 million in me
mix_0157
1 month ago
Our ***** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Fiscal 2026 performance was significantly impacted by ongoing litigation with specific creditors and the resulting business disruptions from these disputes.
The 18% revenue decline was primarily driven by the international business and a strategic reconfiguration of the seed business model.
Commercial operations in Argentina have stabilized following a successful reprofiling of local debt obligations at the start of the fourth quarter.
Management prioritized a leaner operating structure, achieving a 19% reduction in SG&A for the quarter to offset gross profit declines.

#business #NVIDIA #management #analysts

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