The hosts of The Best One Yet (TBOY) podcast have been arguing that the macro baton is changing hands.
The defense investing playbook is getting rewritten. However, portfolios built around legacy names like Lockheed Martin Corp. (LMT) miss the shift toward autonomous systems and next-generation warfare technology reshaping Pentagon priorities.
Indian equities declined in the first quarter, with the MSCI India Index falling 18.13%, as geopolitical volatility and the country's reliance on energy imports weighed on sentiment. India imports roughly 90% of its oil, with a significant portion flowing through the Strait of Hormuz. At the sector level, the most notable contributions to returns came from consumer discretionary (+0.86%), financials (+0.43%), and industrials (+0.43%).
Global Fashion Group S.A. (GLFGF) Q1 2026 Earnings Call Transcript
During the quarter, we initiated new positions in Edwards Lifesciences, Eli Lilly and Roblox. In addition to Linde, Shopify and Amazon, we also added to Woodward and Spotify during the quarter. We ended our investment campaigns in Netflix, Snowflake and RELX during the quarter.
Aston Martin Lagonda Global Holdings plc (ARGGY) Q1 2026 Earnings Call Transcript
For the quarter ended March 31, 2026, the Calamos Global Convertible Fund returned 0.50% compared with the FTSE Global Convertible Index return of 2.00%. The fund benefited from security selection and an average overweight position in energy, where holdings in integrated oil & gas and oil & gas equipment & services added to returns. Lumentum Holdings' common stock and convertible advanced as investors increasingly recognized Lumentum's central role in the buildout of AI and cloud data centers.
Cboe Global's price gains, cheaper valuation and stronger 2026 outlook give it an edge over Coinbase in this exchange-stock faceoff.
SPGI tops Q1 estimates with EPS & revenue growth of 13.7% & 10.4% y/y, respectively, driven by strength across Ratings, Indices & Market Intelligence segments.
Global LNG output drops 8% as conflict disrupts supply. One may watch ETFs like UNG amid rising volatility and a fast-shifting gas market.
CBOE's Q1 results are likely to reflect strong index options activity, market data demand and derivatives growth, with share buybacks providing added support.
M2i Global Inc (OTC:MTWO) said on Tuesday that the one shareholder holding its Series A Super Voting Preferred Stock has voted in favor of the company's proposed merger with Volato Group, Inc. (NYSE American: SOAR), moving the deal a step closer to a final vote next month. The preferred stockholder, whose shares carry 10,000 votes per share of voting stock, backed the transaction under which M2i Global will become a wholly owned subsidiary of Volato.