Butterfly Market Insider - Investment Research

Investment research firm. Specialized in portfolio tracking and global macro analysis.
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[Butterfly Market Insider - Investment Research @BMarketInsider]

Shein Had 4.4 Billion Reasons to Speed Its IPO Along.

The company’s initial public offering in Hong Kong this week allowed it to avoid paying out billions to early investors.

[Butterfly Market Insider - Investment Research @BMarketInsider]

Donald Trump Jr.’s Fund Boosts Polymarket Investment by Around $300 Million.

An upcoming round led by 1789 Capital would value the prediction market at roughly $21 billion.

[Butterfly Market Insider - Investment Research @BMarketInsider]

PG&E, other utility stocks sink as California leaves investors exposed to wildfire liability.

A California bill is “more focused on victim protections without any new investor protections,” according to analysts.

[Butterfly Market Insider - Investment Research @BMarketInsider]

The Chicago barometer fell 10.5 points — and September hike odds rose from 35% to 59%. What a diffusion index measures, and the one number in the report that is not noise.

https://t.co/wOqA8p19hS

[Butterfly Market Insider - Investment Research @BMarketInsider]

Arena Group trades as https://t.co/kUIAcQh1E5 from today, with revenue halved. Research says: 74% for adding .com, 64% for removing it. The name is a financing instrument, not marketing.

https://t.co/7J31kwUSwS

[Butterfly Market Insider - Investment Research @BMarketInsider]

Tariffs spat: Carney bets Canada can defy Trump.

Other countries are watching as the Trump trade clash turns into a fight over economic sovereignty.

[Butterfly Market Insider - Investment Research @BMarketInsider]

Stock Market Today: Oil Climbs on Fresh Mideast Flare-Up.

Renewed fighting in the Strait of Hormuz sends Brent crude futures back to $90 a barrel.

[Butterfly Market Insider - Investment Research @BMarketInsider]

Shein CEO’s wealth slumps $15 billion after whittled-down IPO.

Shein is set to go public in Hong Kong on Tuesday at just over a quarter of the $100 billion it was worth in 2022.

[Butterfly Market Insider - Investment Research @BMarketInsider]

These charts show how leverage-happy investors are transforming the stock market.

A rush of retail investors and quant funds has caused a shift toward more borrowed money and more short-term trading.

[Butterfly Market Insider - Investment Research @BMarketInsider]

The US takes 55% of a venture holding 65 billion barrels of Venezuelan reserves — and Brent eased. Reserves are a stock; the oil price trades a flow. Here is the difference.

https://t.co/vIVO5uRLgp

[Butterfly Market Insider - Investment Research @BMarketInsider]

AA could face £5bn takeover move by German insurer Allianz, reports claim.

Allianz is ‌one of a small number of parties holding talks with advisers to the AA about a deal, Sky News said, adding that ‌the private equity outfit EQT was another bidder.

[Butterfly Market Insider - Investment Research @BMarketInsider]

Why the price of float is only set in arrears, who sets it, and how to tell cheap float from expensive float. (2/2)

[Butterfly Market Insider - Investment Research @BMarketInsider]

Berkshire holds 176 billion dollars of float — yet 6.8 of its 7.26 billion in underwriting profit came from GEICO, the line that generates the least float of all. (1/2)

https://t.co/pXNiIJBkEH

[Butterfly Market Insider - Investment Research @BMarketInsider]

The infrastructure AI race has centred on the need to build datacentres, and to ensure they have access to the huge water and energy supplies required to cool and supply the computational power to train and run AI models. (2/2)

[Butterfly Market Insider - Investment Research @BMarketInsider]

UK risks falling behind in AI race without faster telecoms upgrades, say executives. (1/2)

[Butterfly Market Insider - Investment Research @BMarketInsider]

An AI Oracle’s Rise and Fall.

Plus, homeowners who are mad about mold, a contemplative camino in Spain, and why employers should lower their expectations in November.

[Butterfly Market Insider - Investment Research @BMarketInsider]

Kevin Warsh is ending forward guidance and floating six FOMC meetings instead of eight. What gets repriced is not the level of rates but the uncertainty around it.

https://t.co/fR2a4P35vx

[Butterfly Market Insider - Investment Research @BMarketInsider]

Markets Brace for Possible Rate Hike After Kevin Warsh’s Hawkish Turn.

Bond yields rise, stocks edge lower after the Fed chairman emphasizes inflation concern.

[Butterfly Market Insider - Investment Research @BMarketInsider]

Amid high gas prices and shrinking crude stockpile, Trump says U.S. to take control of 65 billion barrels of Venezuelan oil reserves.

President Donald Trump on Friday said the U.S.

[Butterfly Market Insider - Investment Research @BMarketInsider]

The chefs turning down the heat by switching from gas to electric.

Some restaurants, cafes and bakeries in the UK grew so hot that they were forced to close, or reduce their hours, for the safety of their staff.