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Bloomberg has entered into a definitive agreement to acquire Canoe Intelligence, an artificial intelligence-powered data management and intelligence platform focused on private markets data collection and delivery, for an undisclosed amount.The acquisition is part of Bloomberg’s long-term strategy to deliver data and analytics tools for investors across public and private markets.According to the firms, the acquisition will allow Bloomberg to provide a fully integrated total portfolio view, with an automated post-investment workflow for exposure and risk analysis, cash management and underlying holdings look-through, underpinned by an investment book of record across public and private assets. It will also give the…

Welcome to this week’s edition of 401(k) Real Talk, where Fred Barstein, contributing editor for Wealth Management’s RPA channel, reviews all of last week’s industry news and selects the five most important/interesting stories.Worth Reading:Read the full raw transcript below:Greetings & a warm welcome to this week’s edition of 401k Real Talk. This is Fred Barstein contributing editor at WealthManagement’s RPA omnichannel and CEO at TRAU, TPSU & 401kTV – I review all of this week’s stories and select the most important and interesting ones providing open honest and candid discussion you will not get anyway else. So let’s get real!Related:401(k)…

Many savers learn the hard way that using a 401(k) to build a retirement nest egg can have a major drawback — early withdrawal penalties. Generally speaking, withdrawals from a 401(k) are penalized 10% when taken before age 59 1/2. But thanks to a lesser-known rule, you may be able to take a penalty-free 401(k) withdrawal at a slightly younger age. And that flexibility may come in handy if you end up leaving your job in your mid-50s. Image source: Getty Images. How the rule of 55 works The rule of 55 allows 401(k) savers to take penalty-free withdrawals under…

Oracle (ORCL -0.89%) stock has navigated a volatile path throughout 2026. Shares began the year around $196, eventually climbing to a high of $248 amid optimism around artificial intelligence (AI) cloud contracts. However, over the last couple of months, Oracle stock has cratered — plummeting more than 50% and collapsing to a 52-week low. This recent trough may invite speculation that the dip is buyable, but the combination of extraordinary spending needs and uncertainties around external financing environments suggests otherwise. Image source: The Motley Fool. Oracle is generating record growth, but… Oracle’s fiscal fourth-quarter 2026 results showcased remarkable expansion in…

Andrew P. Nocella, EVP & Chief Commercial Officer of United Airlines Holdings, Inc. (UAL -2.17%), disposed of 13,794 shares of common stock on July 25, 2026 and July 28, 2026, according to a recent SEC Form 4 filing.Transaction summaryMetricValueTransaction value~$1.6 millionShares sold13,794Post-transaction shares (directly held)222,955Post-transaction value~$27.60 millionTransaction value based on SEC Form 4 weighted average sale price ($118.94); post-transaction value based on July 28, 2026, market close ($123.77).Key questionsHow much of this transaction was non-discretionary?Approximately 70% of the reported volume, or 9,594 shares, was withheld to satisfy tax obligations associated with the settlement of performance-based restricted stock units granted in…

Greek real estate has been gaining more attention from wealthy Americans, with recent data reflecting this trend. According to eKathimerini, a daily newspaper in Greece, investments by US nationals in property through the Golden Visa program rose by 30% year on year in the fourth quarter of 2025. This points to a broader shift: US high-net-worth investors are looking at Greece for homes by the sea, European diversification, family flexibility, and long-term residence planning. Why Greece is Becoming More Attractive to US Investors European exposure: Many wealthy Americans hold most of their assets in the United States. Their main home,…

I’ve seen a lot of discussions this year around maximizing freedom and optionality. For example, consider this tweet: If you ever get up $1M in cash Buy a new modern apartment in the UAE for like $550k (you have zero property tax). Once you own it, it’s actually yours, and the only thing you pay is utilities and internet. No property tax, no municipality bs, no random fees like in other countries… You won’t necessarily live a mega-luxury life, but you’ll be FREE. No capital gains tax, no property tax, no shady governments adding friction to your life. I understand…

As Q3 2026 kicks off in a few days, with experts already forecasting a continuation of the extreme volatility seen in Q2, smart money investors are paying close attention and hunting for signals that could help them turn current market conditions into profitable opportunities. Interestingly, this has prompted a growing number of investors and traders to join crypto trading groups that offer a mix of high-profit trade signals, in-depth market analyses, timely investment ideas, and consistent networking support.  For investors looking to find underrated altcoins, meme coin gems, and trending presales, these groups could provide a significant advantage. But which…

by Calculated Risk on 1/09/2026 09:59:00 AM From the Census Bureau: Permits, Starts and Completions Housing Starts:Privately-owned housing starts in October were at a seasonally adjusted annual rate of 1,246,000. This is 4.6 percent below the revised September estimate of 1,306,000 and is 7.8 percent below the October 2024 rate of 1,352,000. Single-family housing starts in October were at a rate of 874,000; this is 5.4 percent above the revised September figure of 829,000. The October rate for units in buildings with five units or more was 347,000.Building Permits:Privately-owned housing units authorized by building permits in October were at a…

by Calculated Risk on 1/10/2026 08:11:00 AM The key reports this week are December CPI, Existing Home Sales and November Retail Sales. Also, New Home Sales for September and October will be released.For manufacturing, the December Industrial Production report and the January New York and Philly Fed manufacturing surveys will be released. —– Monday, January 12th —– No major economic releases scheduled. —– Tuesday, January 13th —– 6:00 AM: NFIB Small Business Optimism Index for December.8:30 AM: The Consumer Price Index for December from the BLS. The consensus is for 0.3% increase in CPI, and a 0.3% increase in core…