Boots Is Worth $8.9 Billion. You Were Never Going to Own It.
The Weston family and Fairfax just claimed a storied UK retailer. The lesson is about who gets the best assets.
Top News
Insurance Giants Are Settling Claims in Seconds. Here Is What That Costs Adjusters.
Computer vision and agentic AI are compressing claim cycles, but the ROI story is messier than the headlines.
Ithaca Energy’s $860m Canada Bet: Growth Engine or Liability Trap?
The North Sea producer is buying into Newfoundland offshore oil. The math is compelling. The liabilities are not nothing.
Constellation Brands Reports Monday. Beer Is Stabilizing.
STZ at 9.6x forward earnings near its 52-week low. Does October 6 mark the bottom?
Accenture Is Down 33% in 2026. Today’s Numbers Tell Us Why.
Q4 results are out today. Federal stabilization and FY2027 guidance matter most.
Google’s Search Dominance Runs on Defaults, Not Just Quality
The EU fight in Luxembourg tests what Alphabet’s moat is made of.
MGM Resorts Could Buy Back 27% of Itself. The Price Has to Be Right.
A potential bid for People Incorporated would function as a massive share repurchase wrapped inside a media acquisition, and the math is what matters.
Treasury Yields Are at 2004 Levels. The Map Is Dated.
The 30-year and 10-year are back where they were in 2004 and 2007, but an AI buildout increasingly financed with debt changes what that map means.
Iberdrola Is Selling Half of a £4bn Wind Farm. Is That Good for the Dividend?
When utilities fund payouts by selling assets rather than earning more, income investors need to know the difference.
UK Gilt Yields Just Diverged From the US. Here Is Why.
The BoE’s freeze on APF gilt auctions until April 2027 removes a supply pressure that has no equivalent in the US Treasury market right now.