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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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FAO Schwarz opens Amazon storefront
Retail Dive7d agoneutral
FAO Schwarz opens Amazon storefront

The toy retailer is expanding its online presence via the e-commerce giant and will feature an Amazon pop-up shop at its flagship store in Rockefeller Center.

Marram Exits PayPal Holdings (PYPL) Due to Thesis Breakdown
Insider Monkey7d agoneutral
Marram Exits PayPal Holdings (PYPL) Due to Thesis Breakdown

Marram Investment Management’s second-quarter 2026 investor letter reports a +2.7% portfolio return (net of fees), resulting in a year-to-date return of +3.2%. A copy of the letter can be downloaded here. Cumulatively, since inception, the firm has achieved a +632.4% return and a +13.7% annualized return, net of fees. Positive contributions came from MLP Energy […]

Silver Beech’s Investment Thesis for Arthur J. Gallagher (AJG)
Insider Monkey7d agoneutral
Silver Beech’s Investment Thesis for Arthur J. Gallagher (AJG)

Silver Beech Capital, a value-oriented investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Since its inception, Silver Beech has achieved a net annualized return of 17.8%, representing an annualized outperformance of 3.4% over the S&P 500. The fund returned 10.2% year-to-date through July 2026, compared to the S&P […]

Investing.com7d agoneutral
Goldman Sachs in talks to acquire Palmer Square, Bloomberg says

Investing.com -- Goldman Sachs Group Inc (NYSE:GS) has emerged as the lead bidder to acquire Palmer Square Capital Management, a credit-focused asset manager overseeing $37 billion, according to reporting from Bloomberg, citing people familiar with the matter. The potential transaction marks the latest step in Goldman’s ongoing effort to bolster its $4 trillion asset management division. While discussions remain ongoing and could still end without a deal, the negotiations underscore the Wall Str