19+ hour, 52+ min ago  (510+ words) Muhammad Labib Adilah/iStock via Getty Images In the second quarter of 2026, fund assets depreciated by -4.6%. Over the three-year period, the fund is up 59.6% 1 compared to the S&P 500 return of 77.6%. 2 Following poor performance in March, which I highlighted in…...

1+ day, 21+ hour ago  (94+ words) Seeking Alpha - Rackspace Technology is rated Sell due to a deteriorating core business, negative equity, and unsustainable leverage exceeding 13x EBITDA. - RXT’s pivot to AI infrastructure is ill-timed, requiring billions in capex that its capital structure and cash flow cannot support....

4+ day, 20+ hour ago  (330+ words) "The riskiest thing in the world is the widespread belief that there's no risk." - Howard Marks In early 2008, the Bank of England published its “Financial Stability Report,” which included the chart to the right, clearly signaling that liquidity had collapsed....

6+ day, 19+ hour ago  (62+ words) Seeking Alpha - The ClearBridge Small Cap Growth Portfolios outperformed their Russell 2000 Growth Index benchmark during the first quarter. - Contributions in industrials reflected a mix of both long-standing positions and newer investments. - Several of our consumer discretionary and financial holdings were…...

1+ week, 1+ day ago  (100+ words) Seeking Alpha - ClearBridge Mid Cap Growth Portfolios outperformed their Russell Midcap Growth benchmark (gross and net of fees), supported by its more cyclical positioning and strength across a wide range of industrials and consumer staples. - Mid cap growth equities declined…...

1+ week, 4+ day ago  (29+ words) Geopolitics remained central, as the Iran conflict and disruption in the Strait of Hormuz lifted energy, freight and inflation premia, before a preliminary US-Iran accord reduced tail risks....

1+ week, 4+ day ago  (685+ words) Against this backdrop, U.S. stocks roared back from the low or negative returns in 1Q26. For the second quarter, the Russell 2000 Index rose 21.5%, and the Russell Microcap Index gained 25.6%, versus respective gains of 15.1% and 10.7% for the large-cap Russell 1000 Index and mega-cap Russell…...

1+ week, 4+ day ago  (17+ words) At their core, fiat currencies are accountability systems backed by localized monopolies on violence. Read more here....

2+ week, 1+ hour ago  (68+ words) Seeking Alpha - Franklin Small Cap Growth SMA strategy's return (pure gross of fees) underperformed the Russell 2000 Growth Index. - US equities endured a difficult first quarter of 2026 as investors reassessed the durability of the AI trade and geopolitical risk intensified. - Stock…...

3+ week, 15+ hour ago  (27+ words) The Gabelli Global Small and Mid Cap Value Trust is a diversified, closed-end management investment company whose primary investment objective is long-term growth of capital....