Opinionated, data-backed coverage across all asset classes

2,843 ETH and 1.6M DAI drained from Term Finance vaults via governance takeover, not a code exploit. Voting rights bought with Tornado Cash seed capital. No timelock details published.

Senior staff departures could leave Trump's White House vulnerable as Democrats eye House control and investigations loom.

The Metals Company holds $23.6B NPV in seabed nodules but burns $20M/quarter with no revenue. Its NOAA permit path bypasses the ISA, drawing international opposition. Cash runway and legal risks loom.

Two Brown-Forman family members drafted a withering letter to the board, criticizing CEO Lawson Whiting for poor performance and a failed Pernod deal. Three days later, Whiting announced retirement. The brothers demanded a strategic plan and accountability.

A Fair Work Commission ruling reveals Allianz's Speed2Value initiative cut Australian IT headcount by 36% as roles moved to HCLTech in India.

The AFL freezes entry-level finals tickets at A$35 for an 11th year, leaving money on the table to build fan loyalty. The strategy contrasts with concert dynamic pricing and relies on long-term value from memberships and broadcast revenue.

Most hotel PIP budget overruns trace to outdated drawings. Scanning before design starts lets owners get accurate bids and avoid change orders, Data Capture Service says.

UBS raised its year-end S&P 500 target to 8,100, citing 35% earnings growth and broadening gains beyond megacap tech. The bank sees 5.5% upside.

Johnson & Johnson's 64-year dividend streak tops Abbott's 54, and its revenue is on track to exceed $100 billion this year. The two Dividend Kings diverge on risks and catalysts.

South Korea's five major exchanges hold 566,352 foreign crypto accounts. Only 90 recorded activity in July. Bithumb has 484,846 with zero active. The 2021 banking rules are the barrier.

Five-year AI cloud bet: Amazon's diversity and cash-flow buffer beat Oracle's debt-heavy reliance on the OpenAI deal, even at a higher P/E.

CEO Sanjay Mehrotra sold 40,000 shares at ~$906-$966 in late July. A month later he announced $22B in customer deposits with demand exceeding supply by 50%.